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Vanguard Mortgage-Backed Securities ETF

609 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 77 funds opening new positions, 256 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
8.17%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
77
Increased
256
Reduced
196
Closed
59
Calls
$538K
Puts
$528K
Net Calls
+$10K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
326
Modera Wealth Management
New Jersey
$798K +$161K +3,479 +25%
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$792K +$792K +17,090 New
SWP
328
Sagespring Wealth Partners
Tennessee
$789K -$35.5K -766 -4%
RT
329
Rockland Trust
Massachusetts
$778K -$73K -1,576 -9%
FEG
330
Fund Evaluation Group
Ohio
$772K +$772K +16,650 New
MCM
331
MAI Capital Management
Ohio
$768K -$21K -453 -3%
AI
332
Axecap Investments
Ohio
$768K +$768K +16,564 New
FAIM
333
Financial Advocates Investment Management
Washington
$742K -$25.4K -548 -3%
ACM
334
Arlington Capital Management
Illinois
$715K -$2.66M -57,431 -79%
LFAS
335
Level Four Advisory Services
Texas
$705K +$41.8K +901 +6%
Corient Private Wealth
336
Corient Private Wealth
Florida
$700K +$343K +7,408 +96%
SPC
337
Sigma Planning Corp
Michigan
$689K -$52.5K -1,133 -7%
BIG
338
Brookwood Investment Group
Arizona
$688K -$6.9K -149 -1%
LIA
339
LifePlan Investment Advisors
North Carolina
$688K +$27.1K +584 +4%
SAM
340
Seelaus Asset Management
New Jersey
$684K +$39.9K +860 +6%
DI
341
Disciplined Investments
Oklahoma
$683K -$177K -3,820 -21%
LJAC
342
L.J. Altfest & Co
New York
$680K -$25.2K -543 -4%
BWP
343
Balboa Wealth Partners
Arizona
$676K +$34.4K +743 +5%
LWAM
344
Legacy Wealth Asset Management
Minnesota
$671K +$4.36K +94 +0.7%
GL
345
Graypoint LLC
New York
$659K
CAS
346
Coppell Advisory Solutions
Texas
$642K +$151K +3,265 +31%
GVAG
347
Great Valley Advisor Group
Delaware
$628K -$224K -4,832 -26%
MWM
348
Maripau Wealth Management
Indiana
$621K -$26K -562 -4%
ACM
349
Absolute Capital Management
Pennsylvania
$599K +$27K +583 +5%
VCM
350
Versant Capital Management
Arizona
$599K -$38.6K -834 -6%