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

Creative Capital Management Investments’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	$374	Hold	8	–	–	﹤0.01%	1322
2026 Q1	$376	Hold	8	–	–	﹤0.01%	307
2025 Q4	$377	Hold	8	–	–	﹤0.01%	300
2025 Q3	$376	Hold	8	–	–	﹤0.01%	255
2025 Q2	$371	Hold	8	–	–	﹤0.01%	298
2025 Q1	$370	Hold	8	–	–	﹤0.01%	226
2024 Q4	$363	Buy	+8	New	+$368	﹤0.01%	248
2024 Q3	–	Sell	-21	Closed	-$953	–	255
2024 Q2	$953	Buy	+21	New	+$945	﹤0.01%	211
2023 Q4	–	Sell	-72	Closed	-$3.15K	–	241
2023 Q3	$3.15K	Buy	+72	New	+$3.24K	﹤0.01%	195
2023 Q1	–	Sell	-22	Closed	-$1K	–	290
2022 Q4	$1K	Buy	+22	New	+$996	﹤0.01%	207

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

Creative Capital Management Investments's VMBS Position: Q2 2026 in Review

Creative Capital Management Investments held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q2 2026 at 8 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Creative Capital Management Investments first reported a position in VMBS in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.15K in Q3 2023. 714 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Creative Capital Management Investments held 8 shares of Vanguard Mortgage-Backed Securities ETF worth $374 as of Q2 2026.
Creative Capital Management Investments left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1322 holding.
Creative Capital Management Investments first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2022 and has held it in 10 quarters since.
Creative Capital Management Investments's Vanguard Mortgage-Backed Securities ETF position peaked at $3.15K in Q3 2023.
714 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.