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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
WA
551
WPG Advisers
Maryland
$15.8K
BlackRock
552
BlackRock
New York
$14.8K
KFI
553
Key Financial Inc
Pennsylvania
$13K
AWM
554
Abound Wealth Management
Tennessee
$12.6K
RA
555
Rise Advisors
New York
$12.5K
TCOT
556
Trust Company of Toledo
Ohio
$11.5K
WP
557
WealthShield Partners
North Carolina
$11.2K
EB
558
Eastern Bank
Massachusetts
$10.4K
TIM
559
Total Investment Management
Arizona
$10.1K
NP
560
NorthRock Partners
Minnesota
$10.1K
VWM
561
Valley Wealth Managers
New Jersey
$9.55K
HIA
562
Harbor Investment Advisory
Maryland
$8.62K
EWM
563
EPG Wealth Management
Georgia
$8.39K
MAWAG
564
Mid-American Wealth Advisory Group
Missouri
$8.34K
EWP
565
Elevation Wealth Partners
California
$8.02K
FDW
566
Fourth Dimension Wealth
Ohio
$7.92K
T
567
Transce3nd
Texas
$7.88K
NSIM
568
North Star Investment Management
Illinois
$7.41K
PMFA
569
Plante Moran Financial Advisors
Michigan
$7.41K
BCMLT
570
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.39K
SL
571
Salomon & Ludwin
Virginia
$7.19K
FCT
572
First Community Trust
Iowa
$6.77K
BL
573
BFSG LLC
California
$6.72K
PP
574
Pacifica Partners
Canada
$6.14K
DWM
575
Darwin Wealth Management
Florida
$5.93K