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Vanguard Mortgage-Backed Securities ETF

614 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 79 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

2.16% less ownership

Funds ownership: 89.3%87.15% (-2.2%)

9% less funds holding in top 10

Funds holding in top 10: 4642 (-4)

27% less capital invested

Capital invested by funds: $17.3B → $12.7B (-$4.6B)

Holders
614
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$538K
Puts
$528K
Net Calls
Net Calls Change

Top Sellers

1 -$4.96B
2 -$121M
3 -$39.6M
4
AWS
Atria Wealth Solutions
New York
-$15.5M
5
Ameriprise
Ameriprise
Minnesota
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
476
GeoWealth Management
Illinois
$216K
AA
477
Armis Advisers
Georgia
$214K
NFG
478
Nations Financial Group
Iowa
$214K
SAG
479
SageView Advisory Group
California
$214K
CJ
480
Caitlin John
Michigan
$213K
HR
481
Howe & Rusling
New York
$213K
Baird Financial Group
482
Baird Financial Group
Wisconsin
$210K
BL
483
BCWM LLC
Kansas
$208K
JLBC
484
J.L. Bainbridge & Co
Florida
$206K
OFP
485
OFC Financial Planning
New Jersey
$202K
MA
486
MONECO Advisors
Connecticut
$201K
AIC
487
Archer Investment Corporation
Indiana
$186K
RCM
488
Raleigh Capital Management
North Carolina
$177K
CPA
489
Cardiff Park Advisors
California
$171K
HNB
490
Huntington National Bank
Ohio
$166K
IA
491
IFP Advisors
Florida
$159K
ACA
492
Aptus Capital Advisors
Alabama
$144K
Nomura Asset Management
493
Nomura Asset Management
Japan
$139K
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$127K
RL
495
Rogco LP
Oklahoma
$126K
WFA
496
Wells Financial Advisors
Massachusetts
$124K
SFA
497
Semmax Financial Advisors
North Carolina
$116K
CIA
498
Cape Investment Advisory
Georgia
$108K
CPG
499
Cornerstone Planning Group
New Jersey
$107K
RWPA
500
Richard W. Paul & Associates
Michigan
$106K