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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
NA
676
Networth Advisors
Pennsylvania
$2.68K
BLC
677
Brown, Lisle/Cummings
Rhode Island
$2.58K
T
678
Transce3nd
Texas
$2.58K
BFO
679
Biltmore Family Office
North Carolina
$2.44K
RMP
680
Richards, Merrill & Peterson
Washington
$2.21K -$7.55K -160 -77%
GWS
681
Greykasell Wealth Strategies
California
$2.11K +$2.12K +45 New
AG
682
AmeriFlex Group
Nevada
$2.02K
EC
683
Elequin Capital
New York
$1.97K -$220K -4,658 -99%
SL
684
Salomon & Ludwin
Virginia
$1.97K
WAG
685
Wilkerson Advisory Group
Missouri
$1.93K +$1.94K +41 New
GJIA
686
Glass Jacobson Investment Advisors
Maryland
$1.79K
HR
687
Howe & Rusling
New York
$1.64K
MWA
688
Medallion Wealth Advisors
Connecticut
$1.56K
HPC
689
HM Payson & Co
Maine
$1.5K +$1.51K +32 New
DFA
690
DHJJ Financial Advisors
Illinois
$1.41K
HFS
691
Horizon Financial Services
North Carolina
$1.36K -$9.16K -194 -87%
RFA
692
Register Financial Advisors
Georgia
$1.27K
TFG
693
Team Financial Group
California
$1.22K
CFG
694
Clayton Financial Group
Missouri
$1.17K
M
695
MOTCO
Texas
$1.13K -$897 -19 -44%
MFC
696
Morris Financial Concepts
South Carolina
$986
NRG
697
Nemes Rush Group
Michigan
$986 +$991 +21 New
RCM
698
Richardson Capital Management
Wisconsin
$704
BH
699
Burk Holdings
Oklahoma
$657 +$661 +14 New
KG
700
Kilter Group
New York
$517