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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
MHR
526
Matthew Hamilton Rosenberg
$34.7K
EWM
527
Evolution Wealth Management
Florida
$33.9K
IRC
528
Investors Research Corp
Georgia
$33.6K
LWMI
529
Legacy Wealth Management (Idaho)
Idaho
$32.1K
LIS
530
Legacy Investment Solutions
Idaho
$32.1K
LI
531
LRI Investments
Florida
$31.5K
DF
532
Dunhill Financial
United Kingdom
$31.5K
BIM
533
Breakwater Investment Management
Washington
$27.3K
MA
534
Montag & Associates
Georgia
$25.5K
TC
535
Truvestments Capital
Florida
$24.3K
PA
536
Parallel Advisors
California
$24.3K
BSB
537
Bangor Savings Bank
Maine
$24.1K
CT
538
Colonial Trust
South Carolina
$23.8K
FPB
539
First PREMIER Bank
South Dakota
$22K
Citigroup
540
Citigroup
New York
$21.8K
SWA
541
SOA Wealth Advisors
New York
$21.5K
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
$21.3K
SS
543
SBI Securities
Japan
$19.6K
IHWM
544
Iron Horse Wealth Management
Iowa
$19K
MEG
545
Millstone Evans Group
Colorado
$18.9K
BCM
546
Boreal Capital Management
Florida
$18.5K
SIS
547
Sound Income Strategies
Florida
$18.4K
BOJHT
548
Bank of Jackson Hole Trust
Wyoming
$18.1K
AIM
549
Anchor Investment Management
South Carolina
$17.2K
WIM
550
Westside Investment Management
California
$16.8K