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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 %
POIA
501
Pin Oak Investment Advisors
Texas
$76K +$76K +1,651 New
GWSA
502
Global Wealth Strategies & Associates
Colorado
$73.9K -$37.1K -800 -33%
FWP
503
FAS Wealth Partners
Kansas
$73.7K +$695 +15 +1%
PFBT
504
Parkside Financial Bank & Trust
Missouri
$67.8K
National Bank of Canada
505
National Bank of Canada
Quebec, Canada
$67.7K
BMM
506
Berkshire Money Management
Massachusetts
$67.6K +$67.6K +1,459 New
ADL
507
Asset Dedication LLC
California
$65.3K +$39.2K +845 +150%
MSWA
508
Marshall & Sterling Wealth Advisors
New York
$62.3K
MMCM
509
Murphy & Mullick Capital Management
New York
$61.4K
TCM
510
Traub Capital Management
Massachusetts
$60.4K +$60.4K +1,304 New
AG
511
AmeriFlex Group
Nevada
$53.4K -$417 -9 -0.8%
DSC
512
Duncker Streett & Co
Missouri
$48.2K
1IA
513
1620 Investment Advisors
Massachusetts
$47.6K
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$44.2K +$43K +927 +3,565%
AC
515
AlphaCore Capital
California
$41K +$17.1K +369 +72%
FFA
516
Frazier Financial Advisors
Ohio
$40.3K
BAM
517
Bellevue Asset Management
Washington
$39.4K +$39.4K +851 New
CTC
518
Central Trust Company
Missouri
$37.9K +$37.9K +818 New
CHC
519
City Holding Co
West Virginia
$37.1K -$23.8K -513 -39%
TH
520
TCTC Holdings
Texas
$36.7K +$36.7K +791 New
HFS
521
Horizon Financial Services
North Carolina
$35.3K
MHR
522
Matthew Hamilton Rosenberg
$34.7K -$15.2K -327 -30%
EWM
523
Evolution Wealth Management
Florida
$33.9K +$33.9K +732 New
IRC
524
Investors Research Corp
Georgia
$33.6K +$602 +13 +2%
LWMI
525
Legacy Wealth Management (Idaho)
Idaho
$32.1K +$7.28K +157 +29%