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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
RF
501
Rossby Financial
Florida
$254K +$4.96K +105 +2%
PFPG
502
Pinnacle Financial Partners (Georgia)
Georgia
$250K -$10.6K -225 -4%
RFS
503
Richardson Financial Services
Massachusetts
$249K +$6.8K +144 +3%
2WWM
504
21 West Wealth Management
California
$246K +$247K +5,229 New
WANY
505
Wealthspire Advisors (New York)
New York
$244K -$47.9K -1,014 -16%
BAM
506
Belpointe Asset Management
Nevada
$244K +$2.64K +56 +1%
RPGK
507
Retirement Planning Group (Kansas)
Kansas
$243K +$244K +5,173 New
AWA
508
Arkadios Wealth Advisors
Georgia
$241K -$106K -2,243 -30%
XPN
509
XY Planning Network
Montana
$240K +$242K +5,129 New
KWM
510
Kingsview Wealth Management
Oregon
$240K -$37.2K -787 -13%
YIM
511
Yoffe Investment Management
Pennsylvania
$237K
FA
512
FSA Advisors
Michigan
$237K -$426K -9,021 -64%
ELM
513
Elite Life Management
Florida
$237K
FHA
514
Flagship Harbor Advisors
Massachusetts
$234K -$330 -7 -0.1%
SP
515
Successful Portfolios
Florida
$228K -$1.42K -30 -0.6%
IP
516
Indivisible Partners
Florida
$227K +$9.91K +210 +5%
AWA
517
Archvest Wealth Advisors
California
$227K +$228K +4,836 New
PF
518
Phoenix Financial
Israel
$225K
WS
519
Wedbush Securities
California
$224K -$22.1K -469 -9%
FWI
520
Facet Wealth Inc
Maryland
$224K +$225K +4,770 New
PWP
521
Ponta Wealth Partners
Florida
$223K +$224K +4,749 New
CFG
522
Carter Financial Group
Illinois
$222K -$11K -234 -5%
Wealthfront Advisers
523
Wealthfront Advisers
California
$222K -$46.1K -976 -17%
SWP
524
Strategic Wealth Partners
Ohio
$221K +$897 +19 +0.4%
CJ
525
Caitlin John
Michigan
$220K +$236 +5 +0.1%