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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
WWM
651
Wolff Wiese Magana
California
$7.28K
HIA
652
Harbor Investment Advisory
Maryland
$7.14K -$1.09K -23 -13%
HWA
653
HHM Wealth Advisors
Tennessee
$6.57K +$6.61K +140 New
NWM
654
Nova Wealth Management
Florida
$6.15K +$6.18K +131 New
PS
655
Pinney & Scofield
Massachusetts
$6.15K +$6.18K +131 New
HFS
656
Hantz Financial Services
Michigan
$6K -$39.6K -839 -86%
EWM
657
Evermay Wealth Management
Virginia
$5.26K +$5.29K +112 New
T
658
Tidemark
California
$5.01K +$47 +1 +0.9%
AW
659
Avion Wealth
Texas
$5K
WAG
660
Wiser Advisor Group
Arizona
$4.99K
BFS
661
Burkett Financial Services
South Carolina
$4.74K +$4.77K +101 New
CBT
662
Crews Bank & Trust
Florida
$4.7K
BIAS
663
Beacon Investment Advisory Services
New Jersey
$4.65K +$4.67K +99 New
MWC
664
MBM Wealth Consultants
Missouri
$4.45K +$4.49K +95 New
RIL
665
Rothschild Investment LLC
Illinois
$3.8K
FFL
666
Financial Freedom LLC
Ohio
$3.76K +$3.78K +80 New
SIC
667
Salem Investment Counselors
North Carolina
$3.43K +$3.45K +73 New
AFG
668
Albion Financial Group
Utah
$3.38K
VFA
669
Values First Advisors
Tennessee
$3.29K
KFA
670
Kelleher Financial Advisors
New York
$3.15K +$3.21K +68 New
CAL
671
Capital Advisors Ltd
Ohio
$3K
TF
672
Tompkins Financial
New York
$2.96K
NEWAS
673
N.E.W. Advisory Services
Wisconsin
$2.91K
SS
674
Sunbelt Securities
Texas
$2.83K
BWL
675
Bogart Wealth LLC
Virginia
$2.82K