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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
AW
376
Alteri Wealth
California
$673K +$10.2K +217 +2%
RWP
377
RWA Wealth Partners
Massachusetts
$671K -$224K -4,747 -25%
AL
378
ARWA LLC
Texas
$667K +$86.5K +1,832 +15%
RT
379
Rockland Trust
Massachusetts
$664K +$89.3K +1,891 +15%
PWS
380
Proactive Wealth Strategies
Georgia
$662K +$403K +8,544 +154%
NWM
381
Navigation Wealth Management
Colorado
$657K -$37.3K -791 -5%
AFG
382
Atomi Financial Group
New York
$651K +$208K +4,409 +47%
MWM
383
Modera Wealth Management
New Jersey
$649K +$425 +9 +0.1%
GAM
384
Gotham Asset Management
New York
$636K +$354K +7,498 +124%
IWA
385
IVC Wealth Advisors
Pennsylvania
$633K -$169K -3,584 -21%
LJAC
386
L.J. Altfest & Co
New York
$629K +$15.4K +327 +3%
BEI
387
Benjamin Edwards Inc
Missouri
$621K +$71.1K +1,507 +13%
TFA
388
Transamerica Financial Advisors
Florida
$616K +$333K +7,063 +117%
AC
389
Apella Capital
Connecticut
$608K +$142 +3 +0%
TA
390
TFB Advisors
Kansas
$604K -$453K -9,592 -43%
BWM
391
BAM Wealth Management
Colorado
$599K -$35.2K -746 -6%
TPW
392
Talon Private Wealth
Florida
$597K +$600K +12,717 New
PEWA
393
Pacific Excel Wealth Advisors
California
$596K +$227K +4,809 +61%
WAM
394
WNY Asset Management
New York
$593K +$596K +12,622 New
HCP
395
Hexagon Capital Partners
Arkansas
$586K +$10.6K +225 +2%
CBU
396
CIBC Bancorp USA
Illinois
$584K +$569K +12,047 New
DI
397
Disciplined Investments
Oklahoma
$582K -$32.6K -691 -5%
AQR Capital Management
398
AQR Capital Management
Connecticut
$579K -$47.2K -999 -7%
AFP
399
Ausdal Financial Partners
Iowa
$574K +$93K +1,971 +19%
PFM
400
Potomac Fund Management
Florida
$564K +$63.2K +1,338 +13%