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Vanguard Mortgage-Backed Securities ETF

705 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 335 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 199

60% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 47

2% more funds holding

Funds holding: 689705 (+16)

2% more funds holding in top 10

Funds holding in top 10: 4950 (+1)

3% more capital invested

Capital invested by funds: $13B → $13.4B (+$391M)

0.82% less ownership

Funds ownership: 90.08%89.25% (-0.82%)

Holders
705
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
8.68%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
0.62%
New
75
Increased
335
Reduced
199
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.64B -$163M -3,458,020 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.28B +$233M +4,927,558 +22%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.16B +$12.2M +257,948 +1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$489M -$2.84M -60,124 -0.6%
Wells Fargo
5
Wells Fargo
California
$441M +$17.9M +379,625 +4%
AssetMark Inc
6
AssetMark Inc
California
$416M +$2.84M +60,256 +0.7%
Stifel Financial
7
Stifel Financial
Missouri
$408M +$18.6M +393,221 +5%
MG
8
Mather Group
Illinois
$343M +$13.8M +291,352 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$316M +$33.2M +702,640 +12%
LPL Financial
10
LPL Financial
California
$296M +$1.03M +21,890 +0.3%
TPCW
11
TD Private Client Wealth
New York
$248M +$15.6M +329,604 +7%
UBS Group
12
UBS Group
Switzerland
$248M +$180M +3,807,648 +258%
Morgan Stanley
13
Morgan Stanley
New York
$248M +$8.76M +185,655 +4%
Ameriprise
14
Ameriprise
Minnesota
$238M +$6.55M +138,647 +3%
LNC
15
Lincoln National Corp
Pennsylvania
$178M +$1.92M +40,592 +1%
CA
16
Clearstead Advisors
Ohio
$142M +$12.8M +270,216 +10%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$118M +$5.42M +114,866 +5%
Charles Schwab
18
Charles Schwab
California
$112M -$1.09M -23,043 -1%
KeyBank National Association
19
KeyBank National Association
Ohio
$109M +$2.17M +46,047 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$85.6M +$6.09M +129,035 +8%
AA
21
Alesco Advisors
New York
$75M +$3.26M +69,140 +5%
VA
22
Valmark Advisers
Ohio
$74.7M +$1.81M +38,378 +2%
CM
23
Castleark Management
Illinois
$69.9M -$10.3M -217,740 -13%
AIA
24
Ally Invest Advisors
North Carolina
$68.2M +$4.79M +101,460 +8%
Financial Engines Advisors
25
Financial Engines Advisors
California
$65.4M -$3.09M -65,360 -4%