We are live on ! Find out more
VMBS icon

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
EH
276
Equitable Holdings
New York
$1.95M +$1.51M +32,076 +340%
TPWA
277
TRUE Private Wealth Advisors
Oregon
$1.95M -$31.5K -667 -2%
CAL
278
Capital Analysts LLC
Pennsylvania
$1.94M +$224K +4,740 +13%
TCMP
279
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.93M +$57.9K +1,227 +3%
SFS
280
Security Financial Services
Indiana
$1.91M +$81.5K +1,727 +4%
PFA
281
Petra Financial Advisors
Colorado
$1.91M +$16.6K +352 +0.9%
FA
282
Fountainhead AM
New Jersey
$1.86M +$316K +6,699 +20%
RIA
283
Regal Investment Advisors
Michigan
$1.84M +$117K +2,488 +7%
MHS
284
M Holdings Securities
Oregon
$1.84M -$654K -13,852 -26%
DBRC
285
D.B. Root & Company
Pennsylvania
$1.83M +$1.84M +38,941 New
BC
286
BDFS Capital
Delaware
$1.8M +$79.4K +1,681 +5%
BAWM
287
Bennett Associates Wealth Management
Pennsylvania
$1.75M +$134K +2,848 +8%
CWM
288
Centurion Wealth Management
Virginia
$1.75M -$73K -1,546 -4%
WWM
289
Western Wealth Management
Colorado
$1.74M +$1.44M +30,495 +457%
CSB
290
City State Bank
Iowa
$1.73M -$6.37K -135 -0.4%
Lazard Asset Management
291
Lazard Asset Management
New York
$1.73M -$80.3K -1,700 -4%
PL
292
Protective Life
Alabama
$1.72M +$1.73M +36,637 New
OIA
293
OneDigital Investment Advisors
Kansas
$1.71M +$861K +18,235 +100%
HW
294
Hancock Whitney
Mississippi
$1.71M -$1.48M -31,288 -46%
ACM
295
AlphaStar Capital Management
North Carolina
$1.71M +$20.1K +426 +1%
CI
296
Conning Inc
Connecticut
$1.69M
BRWA
297
B. Riley Wealth Advisors
Florida
$1.69M -$35.9K -761 -2%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$1.62M -$26.3K -557 -2%
AG
299
AlTi Global
New York
$1.61M -$298K -6,319 -16%
GA
300
Greenspring Advisors
Maryland
$1.59M +$478K +10,131 +43%