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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
SFA
226
Sequoia Financial Advisors
Ohio
$3.26M -$197K -4,180 -6%
ASN
227
Advisory Services Network
Georgia
$3.24M +$192K +4,069 +6%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$3.23M +$386K +8,167 +13%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$3.22M -$55.2K -1,169 -2%
BTI
230
Blue Trust Inc
Georgia
$3.2M -$270K -5,720 -8%
GWM
231
GSB Wealth Management
Connecticut
$3.19M +$2.69M +56,941 +520%
ECA
232
Elevated Capital Advisors
Utah
$3.18M +$37.2K +789 +1%
HCC
233
Hirtle Callaghan & Co
Pennsylvania
$3.16M
EIC
234
Equity Investment Corp
Georgia
$3.15M +$80.7K +1,710 +3%
CA
235
Claro Advisors
Massachusetts
$3.12M +$310K +6,563 +11%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$3.1M +$3.03M +64,158 +3,637%
BC
237
Bulwark Capital
Florida
$3.06M -$7.01M -148,507 -70%
GWP
238
Gateway Wealth Partners
Wisconsin
$3.04M +$3.06M +64,763 New
FPCP
239
Fort Point Capital Partners
California
$2.87M -$535K -11,329 -16%
SF
240
Seek First
California
$2.85M +$7.93K +168 +0.3%
Creative Planning
241
Creative Planning
Kansas
$2.84M -$537K -11,371 -16%
WOSD
242
WFA of San Diego
California
$2.82M +$59.2K +1,254 +2%
WA
243
Waverly Advisors
Alabama
$2.77M +$1.15M +24,391 +71%
TWM
244
TriaGen Wealth Management
California
$2.75M +$103K +2,187 +4%
SI
245
Stephens Inc
Arkansas
$2.75M +$72.7K +1,541 +3%
AWM
246
Apollon Wealth Management
South Carolina
$2.73M +$1.49M +31,470 +118%
AWM
247
AE Wealth Management
Kansas
$2.72M +$63.1K +1,337 +2%
TCM
248
Tran Capital Management
California
$2.69M -$18.9K -400 -0.7%
PFM
249
Phillips Financial Management
Indiana
$2.66M
SWM
250
Seed Wealth Management
Illinois
$2.66M -$155K -3,280 -5%