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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
SPC
351
Sigma Planning Corp
Michigan
$918K +$275K +5,823 +42%
CAM
352
Capital Asset Management
Colorado
$914K +$72.6K +1,538 +9%
GVAG
353
Great Valley Advisor Group
Delaware
$905K +$298K +6,309 +49%
HT
354
Headlands Technologies
Illinois
$890K +$895K +18,955 New
MCM
355
MAI Capital Management
Ohio
$880K -$48.8K -1,033 -5%
FPI
356
Financial Plan Inc
Washington
$878K +$883K +18,704 New
BT
357
Banque Transatlantique
France
$861K +$866K +18,340 New
SFP
358
Strategic Financial Partners
Oregon
$847K -$10.8K -229 -1%
GFPC
359
Global Financial Private Client
Florida
$843K +$1.27K +27 +0.2%
AWA
360
Arete Wealth Advisors
Illinois
$822K -$76.3K -1,617 -8%
SWTS
361
Stonehaven Wealth & Tax Solutions
Wisconsin
$809K -$31.1K -658 -4%
AA
362
Advisory Alpha
Michigan
$784K -$1.48M -31,328 -65%
ATS
363
Ashton Thomas Securities
New York
$772K +$20K +423 +3%
LWAM
364
Legacy Wealth Asset Management
Minnesota
$765K +$30.2K +640 +4%
BIG
365
Brookwood Investment Group
Arizona
$765K +$37.4K +793 +5%
AFC
366
Avise Financial Cooperative
California
$756K -$45.2K -957 -6%
SAM
367
Seelaus Asset Management
New Jersey
$747K +$21.4K +454 +3%
MC
368
Moors & Cabot
Massachusetts
$720K +$20.5K +435 +3%
LFAS
369
Level Four Advisory Services
Texas
$710K -$17.5K -371 -2%
AMPWP
370
Alvarez & Marsal Private Wealth Partners
Florida
$703K
RF
371
rebel Financial
Ohio
$698K +$60.6K +1,283 +9%
TIM
372
Tortoise Investment Management
New York
$696K -$293K -6,207 -29%
AIM
373
Advyzon Investment Management
Illinois
$696K +$135K +2,850 +24%
IP
374
Ignite Planners
California
$687K -$9.49K -201 -1%
AWE
375
Avidian Wealth Enterprises
Texas
$677K +$31.6K +670 +5%