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
WA
301
Westfuller Advisors
New York
$1.58M -$186K -3,945 -11%
AF
302
Advisornet Financial
Minnesota
$1.55M -$213K -4,504 -12%
OCA
303
OpenArc Corporate Advisory
Georgia
$1.52M -$225K -4,776 -13%
VCA
304
Verdence Capital Advisors
Maryland
$1.51M -$52.5K -1,113 -3%
IA
305
Inspire Advisors
Idaho
$1.51M +$262K +5,557 +21%
CFG
306
Citizens Financial Group
Rhode Island
$1.5M -$410K -8,683 -21%
AAS
307
Ameritas Advisory Services
Nebraska
$1.5M -$34K -720 -2%
SWA
308
Sax Wealth Advisors
New Jersey
$1.49M
RCA
309
Resonant Capital Advisors
Wisconsin
$1.46M
AWA
310
A4 Wealth Advisors
North Carolina
$1.44M +$296K +6,275 +26%
CFG
311
Chapman Financial Group
Hawaii
$1.44M +$355K +7,524 +33%
BBA
312
BLB&B Advisors
Pennsylvania
$1.43M +$322K +6,815 +29%
OAG
313
Oakmont Advisory Group
New Mexico
$1.41M +$40K +848 +3%
GC
314
Guggenheim Capital
Illinois
$1.4M -$188K -3,981 -12%
SWG
315
Summit Wealth Group
Vermont
$1.39M +$6.8K +144 +0.5%
BS
316
Brighton Securities
New York
$1.39M +$689K +14,588 +98%
UWPG
317
Ullmann Wealth Partners Group
Florida
$1.37M -$1.02M -21,555 -43%
NS
318
NBC Securities
Alabama
$1.34M +$12.8K +271 +1%
CPBTD
319
Central Pacific Bank - Trust Division
Hawaii
$1.34M
IAA
320
Independent Advisor Alliance
North Carolina
$1.33M +$699K +14,806 +109%
SL
321
Sentinus LLC
Illinois
$1.31M -$46.6K -988 -3%
FPWM
322
FSB Premier Wealth Management
Iowa
$1.3M +$13.4K +283 +1%
US Bancorp
323
US Bancorp
Minnesota
$1.26M -$21.1M -447,695 -94%
FC
324
Farringdon Capital
United Kingdom
$1.25M -$205K -4,343 -14%
LWPC
325
Legacy Wealth Partners (Colorado)
Colorado
$1.25M +$110K +2,334 +10%