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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 %
Janus Henderson Group
451
Janus Henderson Group
United Kingdom
$252K -$3.9M -84,216 -94%
FLPIM
452
F.L. Putnam Investment Management
Massachusetts
$248K -$3.2K -69 -1%
RFG
453
REAP Financial Group
Texas
$248K -$17.4K -376 -7%
CIAS
454
Capital Investment Advisory Services
North Carolina
$245K -$5.51K -119 -2%
AWM
455
Apollon Wealth Management
South Carolina
$245K +$245K +5,277 New
RF
456
Rossby Financial
Florida
$243K +$3.62K +78 +2%
NL
457
NWAM LLC
Washington
$237K +$5.34K +116 +2%
KWM
458
Kingsview Wealth Management
Oregon
$235K -$43.6K -940 -16%
YIM
459
Yoffe Investment Management
Pennsylvania
$234K
SP
460
Successful Portfolios
Florida
$234K -$3.06K -66 -1%
ELM
461
Elite Life Management
Florida
$234K
William Blair & Company
462
William Blair & Company
Illinois
$232K +$5.75K +124 +3%
ESB
463
Essex Savings Bank
Connecticut
$229K -$2.09K -45 -0.9%
CYG
464
Clean Yield Group
Vermont
$225K
PSFG
465
Park Square Financial Group
Georgia
$224K -$8.3K -179 -4%
GSWM
466
Golden State Wealth Management
California
$223K -$79.9K -1,723 -26%
DRP
467
Decker Retirement Planning
Utah
$222K -$174K -3,751 -44%
WAP
468
Wealthcare Advisory Partners
Pennsylvania
$220K -$30.4K -657 -12%
RFS
469
Richardson Financial Services
Massachusetts
$219K +$11.7K +254 +6%
WS
470
Wedbush Securities
California
$218K -$24.6K -531 -10%
TTWM
471
TCV Trust & Wealth Management
Virginia
$216K -$35.9K -775 -14%
GM
472
GeoWealth Management
Illinois
$216K +$216K +4,662 New
AA
473
Armis Advisers
Georgia
$214K -$4.31K -93 -2%
NFG
474
Nations Financial Group
Iowa
$214K +$214K +4,615 New
SAG
475
SageView Advisory Group
California
$214K +$2.11K +46 +1%