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Creative Financial Designs’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Creative Financial Designs’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
2025
Q2 		– Sell
-92
Closed -$4.26K – 2167
2025
Q1 		$4.26K Buy
+92
New +$4.21K ﹤0.01% 1518
2024
Q3 		– Sell
-23
Closed -$1.04K – 1733
2024
Q2 		$1.04K Buy
23
+16
+229% +$720 ﹤0.01% 1538
2024
Q1 		$319 Sell
7
-121
-95% -$5.52K ﹤0.01% 1612
2023
Q4 		$5.93K Buy
128
+51
+66% +$2.25K ﹤0.01% 1229
2023
Q3 		$3.37K Buy
77
+1
+1% +$45 ﹤0.01% 1260
2023
Q2 		$3.5K Buy
+76
New +$3.52K ﹤0.01% 1235
2022
Q1 		– Sell
-900
Closed -$48K – 1330
2021
Q4 		$48K Sell
900
-7
-0.8% -$371 0.01% 580
2021
Q3 		$48K Sell
907
-24
-3% -$1.28K 0.01% 627
2021
Q2 		$50K Buy
931
+31
+3% +$1.66K 0.01% 604
2021
Q1 		$48K Sell
900
-89
-9% -$4.79K 0.01% 584
2020
Q4 		$53K Buy
989
+89
+10% +$4.82K 0.01% 504
2020
Q3 		$49K Buy
+900
New +$48.9K 0.01% 468
2018
Q4 		– Sell
-84
Closed -$4K – 757
2018
Q3 		$4K Buy
84
+1
+1% +$51 ﹤0.01% 576
2018
Q2 		$4K Hold
83
– – ﹤0.01% 593
2018
Q1 		$4K Buy
83
+1
+1% +$52 ﹤0.01% 535
2017
Q4 		$4K Hold
82
– – ﹤0.01% 539
2017
Q3 		$4K Buy
82
+1
+1% +$53 ﹤0.01% 560
2017
Q2 		$4K Buy
+81
New +$4.27K ﹤0.01% 569

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Financial Designs's VMBS Position: Q2 2025 in Review

Creative Financial Designs sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2025, closing a stake of 92 shares — an estimated $4.26K sold.

Creative Financial Designs first reported a position in VMBS in Q2 2017 and held it in 18 quarters. The position peaked at $53K in Q4 2020. 625 funds tracked by Wall St. Rank hold VMBS as of Q2 2025.

  • Creative Financial Designs reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 92 Vanguard Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $4.26K.
  • Creative Financial Designs first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2017 and held it in 18 quarters.
  • Creative Financial Designs's Vanguard Mortgage-Backed Securities ETF position peaked at $53K in Q4 2020.
  • 625 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.