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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
TSS
526
Two Sigma Securities
New York
$219K +$220K +4,662 New
ATPW
527
Ashton Thomas Private Wealth
Arizona
$216K +$11K +233 +5%
ESB
528
Essex Savings Bank
Connecticut
$214K -$57.9K -1,227 -21%
AFA
529
AA Financial Advisors
Ohio
$212K -$436K -9,243 -67%
FIM
530
Freedom Investment Management
Connecticut
$211K -$29.3K -620 -12%
NRI
531
NFP Retirement Inc
California
$211K +$1.32K +28 +0.6%
TTWM
532
TCV Trust & Wealth Management
Virginia
$211K +$3.78K +80 +2%
CYG
533
Clean Yield Group
Vermont
$210K
IAS
534
Insigneo Advisory Services
Florida
$210K -$2.31K -49 -1%
LWM
535
Liberty Wealth Management
California
$208K +$209K +4,432 New
IWMO
536
Integrated Wealth Management (Ohio)
Ohio
$207K -$1.13K -24 -0.5%
DRP
537
Decker Retirement Planning
Utah
$205K -$12.9K -274 -6%
MT
538
Midwest Trust
Kansas
$204K +$205K +4,351 New
MA
539
MONECO Advisors
Connecticut
$204K
UW
540
Unique Wealth
Florida
$203K +$204K +4,317 New
LWM
541
LongView Wealth Management
Georgia
$201K -$23.3K -494 -10%
BL
542
BCWM LLC
Kansas
$200K +$201K +4,264 New
OPWM
543
Oregon Pacific Wealth Management
Oregon
$200K +$201K +4,260 New
AAP
544
Arax Advisory Partners
Colorado
$197K +$25.9K +549 +15%
PTC
545
Private Trust Company
Ohio
$193K -$11.8K -251 -6%
LWMI
546
Legacy Wealth Management (Idaho)
Idaho
$186K +$7.51K +159 +4%
CF
547
Centaurus Financial
California
$182K +$183K +3,875 New
KFP
548
Kerr Financial Planning
California
$182K -$254K -5,372 -58%
RCM
549
Raleigh Capital Management
North Carolina
$181K +$7.79K +165 +4%
IAIM
550
International Assets Investment Management
Florida
$170K +$11.9K +253 +7%