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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
DFA
601
DHJJ Financial Advisors
Illinois
$1.39K
RFA
602
Register Financial Advisors
Georgia
$1.25K
SRCM
603
Signature Resources Capital Management
California
$1.11K
BA
604
Bellwether Advisors
Nebraska
$1.11K
NMG
605
New Millennium Group
Utah
$1.02K
AW
606
Avion Wealth
Texas
$1K
MFC
607
Morris Financial Concepts
South Carolina
$973
WA
608
WestEnd Advisors
North Carolina
$880
GIA
609
GHP Investment Advisors
Colorado
$791
SC
610
Solstein Capital
California
$695
S
611
Sachetta
Massachusetts
$632
IF
612
Integrity Financial
Wyoming
$510
MAFA
613
MJT & Associates Financial Advisory
Minnesota
$468
SWIM
614
Smallwood Wealth Investment Management
New Jersey
$463
KG
615
Kilter Group
New York
$418
CCMI
616
Creative Capital Management Investments
California
$371
HWM
617
HighMark Wealth Management
Minnesota
$210
BIG
618
Brooklyn Investment Group
New York
$140
MIM
619
Morningstar Investment Management
Illinois
Citadel Advisors
620
Citadel Advisors
Florida
KFG
621
Kingdom Financial Group
Arizona
HBS
622
Howard Bailey Securities
Indiana
PCA
623
Prosperity Capital Advisors
Ohio
PCA
624
Pallas Capital Advisors
Massachusetts
LI
625
LifeWealth Investments
Florida