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Vanguard Mortgage Bkd Sects ETF shares owned by Essential Planning

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects ETF held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 26k 46.36
2023-09-30 $845k 19k 43.78
2023-06-30 $884k 19k 45.99
2023-03-31 $804k 17k 46.55
2022-12-31 $245k 5.4k 45.10

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View all positions for Essential Planning

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Envestnet Asset Management
Bank of New York Mellon
Assetmark
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
Ameriprise Financial
Morgan Stanley
Envestnet Portfolio Solutions
Lincoln National
Mather Group
Charles Schwab Investment Management
Keybank National Association

View all funds holding Vanguard Mortgage Bkd Sects ETF