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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
MSWA
576
Marshall & Sterling Wealth Advisors
New York
$63.1K
CH
577
CDKV Holdings
Colorado
$57.4K
WFA
578
Wells Financial Advisors
Massachusetts
$57K
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$50.7K +$35K +742 +220%
FFA
580
Founders Financial Alliance
North Carolina
$49.7K +$49.9K +1,058 New
DSC
581
Duncker Streett & Co
Missouri
$49.6K +$755 +16 +2%
1IA
582
1620 Investment Advisors
Massachusetts
$48.3K
PWPS
583
Pinnacle Wealth Planning Services
Ohio
$47K +$4.06K +86 +9%
NB
584
NBT Bank
New York
$46.2K +$46.5K +985 New
HNB
585
Huntington National Bank
Ohio
$46.2K
CHC
586
City Holding Co
West Virginia
$44.2K +$6.7K +142 +18%
FFA
587
Frazier Financial Advisors
Ohio
$40.8K
SFG
588
Strive Financial Group
Indiana
$40K +$29.3K +621 +260%
MSG
589
Main Street Group
Virginia
$39.8K +$40K +848 New
MEG
590
Millstone Evans Group
Colorado
$38.9K
Q1WB
591
Quest 10 Wealth Builders
Virginia
$38.7K
MHR
592
Matthew Hamilton Rosenberg
$35.1K
EWM
593
Evolution Wealth Management
Florida
$34.7K
KFI
594
Key Financial Inc
Pennsylvania
$34.4K +$4.3K +91 +14%
MA
595
MCF Advisors
Kentucky
$30.8K +$31K +657 New
BA
596
Bard Associates
Illinois
$29.8K -$51.2K -1,085 -63%
MG
597
MilWealth Group
Wisconsin
$29.6K
KFG
598
Kingdom Financial Group
Arizona
$29.3K +$236 +5 +0.8%
LAS
599
Lloyd Advisory Services
Georgia
$29.3K +$26.3K +558 +845%
BIM
600
Breakwater Investment Management
Washington
$27.7K