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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
WCM
501
Winthrop Capital Management
Indiana
$96K
FRA
502
Front Row Advisors
California
$92.7K
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$92.1K
OLVIG
504
Oliver Lagore Vanvalin Investment Group
Michigan
$79.9K
POIA
505
Pin Oak Investment Advisors
Texas
$76K
GWSA
506
Global Wealth Strategies & Associates
Colorado
$73.9K
FWP
507
FAS Wealth Partners
Kansas
$73.7K
PFBT
508
Parkside Financial Bank & Trust
Missouri
$67.8K
National Bank of Canada
509
National Bank of Canada
Quebec, Canada
$67.7K
BMM
510
Berkshire Money Management
Massachusetts
$67.6K
ADL
511
Asset Dedication LLC
California
$65.3K
MSWA
512
Marshall & Sterling Wealth Advisors
New York
$62.3K
MMCM
513
Murphy & Mullick Capital Management
New York
$61.4K
TCM
514
Traub Capital Management
Massachusetts
$60.4K
AG
515
AmeriFlex Group
Nevada
$53.4K
DSC
516
Duncker Streett & Co
Missouri
$48.2K
1IA
517
1620 Investment Advisors
Massachusetts
$47.6K
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$44.2K
AC
519
AlphaCore Capital
California
$41K
FFA
520
Frazier Financial Advisors
Ohio
$40.3K
BAM
521
Bellevue Asset Management
Washington
$39.4K
CTC
522
Central Trust Company
Missouri
$37.9K
CHC
523
City Holding Co
West Virginia
$37.1K
TH
524
TCTC Holdings
Texas
$36.7K
HFS
525
Horizon Financial Services
North Carolina
$35.3K