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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
BA
251
Bard Associates
Illinois
$1.89M
LFS
252
Lutz Financial Services
Nebraska
$1.89M
Jones Financial Companies
253
Jones Financial Companies
Missouri
$1.89M
KPWS
254
Kestra Private Wealth Services
Texas
$1.87M
SC
255
Sykon Capital
New York
$1.87M
LIM
256
Leavell Investment Management
Alabama
$1.84M
AWM
257
AE Wealth Management
Kansas
$1.84M
CG
258
Clifford Group
Massachusetts
$1.84M
CA
259
Claro Advisors
Massachusetts
$1.83M
RIA
260
Regal Investment Advisors
Michigan
$1.83M
PFA
261
Petra Financial Advisors
Colorado
$1.82M
Lazard Asset Management
262
Lazard Asset Management
New York
$1.78M
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$1.68M
CI
264
Conning Inc
Connecticut
$1.67M
CAC
265
Certified Advisory Corp
Florida
$1.66M
ACM
266
AlphaStar Capital Management
North Carolina
$1.66M
MAM
267
Milestone Asset Management
Pennsylvania
$1.62M
CCA
268
Cobblestone Capital Advisors
New York
$1.59M
FA
269
Fedenia Advisers
Wisconsin
$1.59M
AG
270
Ascent Group
Virginia
$1.58M
SFS
271
Security Financial Services
Indiana
$1.58M
OC
272
Oppenheimer & Co
New York
$1.58M
CPBTD
273
Central Pacific Bank - Trust Division
Hawaii
$1.57M
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$1.55M
TPWA
275
TRUE Private Wealth Advisors
Oregon
$1.54M