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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
GWMIA
326
Global Wealth Management Investment Advisory
Florida
$1.23M -$126K -2,666 -9%
SWM
327
Schwallier Wealth Management
Michigan
$1.23M +$1.24M +26,171 New
OWA
328
Outlook Wealth Advisors
Texas
$1.22M +$1.23M +26,051 New
PP
329
Prosperity Planning
Missouri
$1.21M -$3.35K -71 -0.3%
GWM
330
Geneos Wealth Management
Colorado
$1.2M -$17K -361 -1%
SP
331
Saranac Partners
$1.19M +$295K +6,250 +53%
SWP
332
Stratos Wealth Partners
Ohio
$1.19M +$11.5K +243 +1%
MCC
333
Money Concepts Capital
Florida
$1.18M +$96.9K +2,053 +9%
AWM
334
Axxcess Wealth Management
California
$1.17M -$409K -8,658 -26%
MFG
335
Midwest Financial Group
Kansas
$1.16M +$60.6K +1,284 +5%
BWP
336
Balboa Wealth Partners
Arizona
$1.15M +$191K +4,040 +20%
CB
337
Commerce Bank
Missouri
$1.15M +$1.15M +24,418 New
KFAS
338
Keating Financial Advisory Services
Kansas
$1.11M +$62.3K +1,319 +6%
Baird Financial Group
339
Baird Financial Group
Wisconsin
$1.1M +$22.5K +476 +2%
RWIA
340
Roger Wittlin Investment Advisory
California
$1.09M -$242K -5,136 -18%
EP
341
Essential Planning
New Hampshire
$1.07M -$5.67K -120 -0.5%
AWM
342
Accel Wealth Management
Iowa
$1.03M +$119K +2,515 +13%
LIA
343
LifePlan Investment Advisors
North Carolina
$1.03M +$104K +2,198 +11%
RA
344
RFG Advisory
Alabama
$1.02M -$37K -783 -3%
Fidelity Investments
345
Fidelity Investments
Massachusetts
$1.01M +$355K +7,528 +54%
GPW
346
Genesis Private Wealth
Virginia
$982K +$11.2K +237 +1%
ACM
347
Absolute Capital Management
Pennsylvania
$972K +$83.5K +1,768 +9%
BNP Paribas Financial Markets
348
BNP Paribas Financial Markets
France
$960K +$966K +20,457 New
KA
349
Kovack Advisors
Florida
$960K -$19.6K -416 -2%
HP
350
HT Partners
Connecticut
$936K +$12K +255 +1%