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Capital Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Capital Investment Management’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.8M Buy
81,279
+434
+0.5% +$20.3K 1.17% 17
2026
Q1 		$3.8M Buy
80,845
+2,789
+4% +$132K 1.3% 16
2025
Q4 		$3.67M Buy
+78,056
New +$3.68M 1.29% 16

Other funds holding VMBS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Capital Investment Management's VMBS Position: Q2 2026 in Review

Capital Investment Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 0.54% in Q2 2026, buying an estimated $20.3K and bringing the position to 81,279 shares worth $3.8M. The position accounts for 1.17% of the portfolio, ranked #17.

Capital Investment Management first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Capital Investment Management held 81,279 shares of Vanguard Mortgage-Backed Securities ETF worth $3.8M as of Q2 2026.
  • Capital Investment Management bought 434 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $20.3K.
  • Vanguard Mortgage-Backed Securities ETF made up 1.17% of Capital Investment Management's portfolio in Q2 2026, its #17 holding.
  • Capital Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.