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Vanguard Mortgage-Backed Securities ETF

609 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 77 funds opening new positions, 256 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
8.17%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
77
Increased
256
Reduced
196
Closed
59
Calls
$538K
Puts
$528K
Net Calls
+$10K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
651
Pineridge Advisors
Missouri
-$119K -2,573 Closed
HT
652
Headlands Technologies
Illinois
-$102K -2,203 Closed
SIM
653
Synergy Investment Management
Florida
-$85.9K -1,854 Closed
FFA
654
Founders Financial Alliance
North Carolina
-$72.7K -1,570 Closed
MA
655
MCF Advisors
Kentucky
-$20.6K -445 Closed
RFA
656
Reyes Financial Architecture
California
-$19.1K -413 Closed
BA
657
Bristlecone Advisors
Washington
-$15.9K -344 Closed
SW
658
SVB Wealth
Massachusetts
-$13.6K -293 Closed
BWM
659
Bernard Wealth Management
Michigan
-$13.4K -290 Closed
WF
660
Wayfinding Financial
Washington
-$13K -284 Closed
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
-$11.6K -251 Closed
SIC
662
Salem Investment Counselors
North Carolina
-$10.5K -226 Closed
SPF
663
South Plains Financial
Texas
-$9.26K -200 Closed
NFSG
664
Newbridge Financial Services Group
Florida
-$7.22K -156 Closed
WAG
665
Wiser Advisor Group
Arizona
-$4.72K -102 Closed
CFD
666
Creative Financial Designs
Indiana
-$4.26K -92 Closed
KWM
667
Kiker Wealth Management
Georgia
-$3.1K -67 Closed
FMP
668
Financial Management Professionals
Texas
-$2.92K -63 Closed
BF
669
BOK Financial
Oklahoma
-$1.71K -37 Closed
BBHC
670
Brown Brothers Harriman & Co
New York
-$1.62K -35 Closed
CFFP
671
Center for Financial Planning
Michigan
-$417 -9 Closed
TFA
672
Transamerica Financial Advisors
Florida
-$1K -9 Closed