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Vanguard Mortgage-Backed Securities ETF

614 hedge funds and large institutions have $12.7B invested in Vanguard Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

2.16% less ownership

Funds ownership: 89.3%87.15% (-2.2%)

9% less funds holding in top 10

Funds holding in top 10: 4642 (-4)

27% less capital invested

Capital invested by funds: $17.3B → $12.7B (-$4.6B)

Holders
614
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$538K
Puts
$528K
Net Calls
Net Calls Change

Top Sellers

1 -$4.96B
2 -$121M
3 -$39.6M
4
AWS
Atria Wealth Solutions
New York
-$15.5M
5
Ameriprise
Ameriprise
Minnesota
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Citizens Financial Group
Rhode Island
$2.61M
FIA
227
Foundations Investment Advisors
Arizona
$2.59M
AFO
228
Arrowroot Family Office
California
$2.58M
HW
229
Hancock Whitney
Mississippi
$2.49M
AWM
230
Adams Wealth Management
Utah
$2.46M
RWS
231
Retirement Wealth Solutions
Wisconsin
$2.46M
Comerica Bank
232
Comerica Bank
Texas
$2.46M
TWM
233
TriaGen Wealth Management
California
$2.43M
AAS
234
Avantax Advisory Services
Texas
$2.34M
CA
235
CGN Advisors
Kansas
$2.34M
VA
236
VestGen Advisors
Illinois
$2.31M
SAW
237
Signal Advisors Wealth
Michigan
$2.26M
P
238
&Partners
Tennessee
$2.24M
AF
239
Advisornet Financial
Minnesota
$2.21M
CWM
240
Centurion Wealth Management
Virginia
$2.2M
CWM
241
Certus Wealth Management
California
$2.18M
WA
242
Westfuller Advisors
New York
$2.16M
ASN
243
Advisory Services Network
Georgia
$2.16M
SOS
244
Silver Oak Securities
Tennessee
$2.15M
RWIA
245
Roger Wittlin Investment Advisory
California
$2.14M
LF
246
LifePlan Financial
Minnesota
$2.07M
CSB
247
City State Bank
Iowa
$2.04M
WIA
248
World Investment Advisors
California
$1.94M
BRWA
249
B. Riley Wealth Advisors
Florida
$1.94M
AG
250
AlTi Global
New York
$1.91M