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Vanguard Mortgage-Backed Securities ETF

607 hedge funds and large institutions have $17.3B invested in Vanguard Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 257 increasing their positions, 210 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
8.25%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.62%
New
64
Increased
257
Reduced
210
Closed
62
Calls
$5K
Puts
$528K
Net Calls
-$523K
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
251
Certus Wealth Management
California
$2.04M -$153K -3,354 -7%
WIA
252
World Investment Advisors
California
$2.03M +$711K +15,348 +54%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$271K +5,845 +16%
FC
254
Farringdon Capital
United Kingdom
$1.96M +$1.96M +42,424 New
CG
255
Clifford Group
Massachusetts
$1.95M -$11.3K -245 -0.6%
SOS
256
Silver Oak Securities
Tennessee
$1.95M -$366K -7,912 -16%
BA
257
Bard Associates
Illinois
$1.94M
AG
258
AlTi Global
New York
$1.9M -$665K -14,360 -26%
RIA
259
Regal Investment Advisors
Michigan
$1.88M +$550K +11,887 +42%
KPWS
260
Kestra Private Wealth Services
Texas
$1.84M -$14.4K -312 -0.8%
ACM
261
AlphaStar Capital Management
North Carolina
$1.83M -$182K -3,928 -9%
PFA
262
Petra Financial Advisors
Colorado
$1.82M +$118K +2,556 +7%
TC
263
TownSquare Capital
Utah
$1.81M -$254K -5,475 -12%
FI
264
FWG Investments
Kentucky
$1.79M -$114K -2,454 -6%
Lazard Asset Management
265
Lazard Asset Management
New York
$1.78M -$1.75M
CAC
266
Certified Advisory Corp
Florida
$1.78M -$972K -20,981 -35%
LFS
267
Lutz Financial Services
Nebraska
$1.72M +$33.2K +717 +2%
Jones Financial Companies
268
Jones Financial Companies
Missouri
$1.7M +$307K +6,622 +22%
AG
269
Ascent Group
Virginia
$1.69M -$113K -2,433 -6%
CI
270
Conning Inc
Connecticut
$1.67M +$1.67M +36,000 New
TNA
271
True North Advisors
Texas
$1.63M +$369K +7,973 +29%
CPBTD
272
Central Pacific Bank - Trust Division
Hawaii
$1.57M -$10.6K -228 -0.7%
FA
273
Fedenia Advisers
Wisconsin
$1.57M -$15.6K -336 -1%
SFS
274
Security Financial Services
Indiana
$1.57M +$110K +2,375 +8%
CCA
275
Cobblestone Capital Advisors
New York
$1.55M -$181K -3,919 -10%