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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
RWS
251
Retirement Wealth Solutions
Wisconsin
$2.62M +$75.8K +1,605 +3%
KPWS
252
Kestra Private Wealth Services
Texas
$2.6M +$352K +7,449 +16%
VW
253
Veridan Wealth
Oregon
$2.47M +$98.2K +2,081 +4%
CA
254
CGN Advisors
Kansas
$2.45M +$150K +3,168 +6%
VT
255
Vise Technologies
New York
$2.44M
GW
256
Graetz Wealth
Michigan
$2.43M -$79.6K -1,686 -3%
LOIM
257
Liberty One Investment Management
Illinois
$2.43M +$758K +16,050 +45%
AI
258
AXS Investments
New York
$2.41M +$853K +18,059 +54%
JFG
259
Jefferies Financial Group
New York
$2.41M +$41.8K +886 +2%
CI
260
CacheTech Inc
Utah
$2.4M -$274K -5,794 -10%
FPAS
261
Focus Partners Advisor Solutions
Missouri
$2.36M +$192K +4,073 +9%
SPIA
262
Steward Partners Investment Advisory
New York
$2.33M +$428K +9,057 +22%
LIM
263
Leavell Investment Management
Alabama
$2.3M +$77.4K +1,640 +3%
LF
264
LifePlan Financial
Minnesota
$2.29M +$125K +2,646 +6%
Manulife (Manufacturers Life Insurance)
265
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.25M +$85K +1,800 +4%
EF
266
Entrust Financial
Pennsylvania
$2.25M +$114K +2,415 +5%
BBFA
267
Brindle & Bay Financial Advisors
Texas
$2.23M +$93.3K +1,976 +4%
OC
268
Oppenheimer & Co
New York
$2.22M +$60.1K +1,273 +3%
RI
269
Ridgewood Investments
New Jersey
$2.21M +$2.22M +47,122 New
CIS
270
Continental Investors Services
Washington
$2.21M +$1.03M +21,755 +86%
CAC
271
Certified Advisory Corp
Florida
$2.07M +$300K +6,353 +17%
AWM
272
Adams Wealth Management
Utah
$2.06M -$277K -5,863 -12%
HWM
273
Hohimer Wealth Management
Washington
$2M +$1.07M +22,608 +113%
ECM
274
Evergreen Capital Management
Washington
$1.99M -$254K -5,382 -11%
LFS
275
Lutz Financial Services
Nebraska
$1.96M -$34.5K -730 -2%