Clear Creek Financial Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Clear Creek Financial 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	$235K	Sell	5,015 -630	-11%	-$29.5K	0.02%	579
2026 Q1	$265K	Sell	5,645 -344	-6%	-$16.2K	0.02%	524
2025 Q4	$282K	Sell	5,989 -27,154	-82%	-$1.28M	0.02%	502
2025 Q3	$1.56M	Sell	33,143 -30,014	-48%	-$1.39M	0.13%	152
2025 Q2	$2.93M	Sell	63,157 -10,608	-14%	-$485K	0.28%	79
2025 Q1	$3.42M	Sell	73,765 -260	-0.4%	-$11.9K	0.35%	64
2024 Q4	$3.36M	Sell	74,025 -2,383	-3%	-$110K	0.36%	55
2024 Q3	$3.61M	Sell	76,408 -718	-0.9%	-$33.4K	0.41%	50
2024 Q2	$3.5M	Buy	77,126 +120	+0.2%	+$5.4K	0.42%	50
2024 Q1	$3.51M	Sell	77,006 -211	-0.3%	-$9.62K	0.45%	47
2023 Q4	$3.58M	Sell	77,217 -265	-0.3%	-$11.7K	0.57%	32
2023 Q3	$3.39M	Sell	77,482 -1,677	-2%	-$75.6K	0.6%	32
2023 Q2	$3.64M	Buy	79,159 +28	+0%	+$1.29K	0.63%	34
2023 Q1	$3.68M	Buy	79,131 +1,424	+2%	+$66.1K	0.7%	33
2022 Q4	$3.54M	Buy	77,707 +861	+1%	+$39K	0.78%	32
2022 Q3	$3.46M	Sell	76,846 -6,500	-8%	-$309K	0.76%	29
2022 Q2	$3.98M	Sell	83,346 -4,689	-5%	-$226K	0.83%	30
2022 Q1	$4.41M	Sell	88,035 -5,909	-6%	-$303K	0.69%	33
2021 Q4	$4.96M	Buy	93,944 +6,290	+7%	+$333K	0.75%	28
2021 Q3	$4.67M	Buy	87,654 +12,990	+17%	+$694K	0.75%	36
2021 Q2	$3.98M	Buy	+74,664	New	+$3.99M	0.62%	41
2021 Q1	–	Sell	-59,940	Closed	-$3.24M	–	252
2020 Q4	$3.24M	Buy	+59,940	New	+$3.24M	0.62%	43
2020 Q3	–	Sell	-27,543	Closed	-$1.5M	–	256
2020 Q2	$1.5M	Buy	+27,543	New	+$1.5M	0.39%	45

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clear Creek Financial Management's VMBS Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 11% in Q2 2026, selling an estimated $29.5K and leaving 5,015 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #579.

Clear Creek Financial Management first reported a position in VMBS in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.96M in Q4 2021. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Clear Creek Financial Management held 5,015 shares of Vanguard Mortgage-Backed Securities ETF worth $235K as of Q2 2026.
Clear Creek Financial Management sold 630 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $29.5K.
Vanguard Mortgage-Backed Securities ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #579 holding.
Clear Creek Financial Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2020 and has held it in 23 quarters since.
Clear Creek Financial Management's Vanguard Mortgage-Backed Securities ETF position peaked at $4.96M in Q4 2021.
714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.