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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
MAFA
701
MJT & Associates Financial Advisory
Minnesota
$474
SWIM
702
Smallwood Wealth Investment Management
New Jersey
$469
CCMI
703
Creative Capital Management Investments
California
$376
MWM
704
Mascoma Wealth Management
New Hampshire
$376 +$378 +8 New
MAS
705
MPWM Advisory Solutions
Georgia
$284 +$283 +6 New
MWM
706
Mosley Wealth Management
California
$235 +$236 +5 New
HWM
707
HighMark Wealth Management
Minnesota
$219
BMC
708
Bear Mountain Capital
Washington
$94
DWM
709
Darwin Wealth Management
Florida
$28 -$6.18K -131 Closed
CIAS
710
CBIZ Investment Advisory Services
Ohio
$26
SMA
711
Seven Mile Advisory
New Jersey
-$28.6M -608,490 Closed
DAS
712
Diversify Advisory Services
Utah
-$22M -465,412 Closed
CIP
713
Capital Insight Partners
Arizona
-$16.4M -347,920 Closed
SC
714
Sykon Capital
New York
-$3.61M -76,573 Closed
VOYA Investment Management
715
VOYA Investment Management
Georgia
-$2.93M -62,151 Closed
CCM
716
Crabel Capital Management
California
-$1.56M -33,097 Closed
Qube Research & Technologies (QRT)
717
Qube Research & Technologies (QRT)
United Kingdom
-$889K -18,892 Closed
EP
718
Edgestream Partners
New Jersey
-$881K -18,714 Closed
RWA
719
Redhawk Wealth Advisors
Minnesota
-$713K -15,153 Closed
CAS
720
Coppell Advisory Solutions
Texas
-$714K -15,144 Closed
HH
721
Hilltop Holdings
Texas
-$532K -11,297 Closed
PNC
722
Point Nemo Capital
Texas
-$530K -11,251 Closed
VFA
723
Valeo Financial Advisors
Indiana
-$460K -9,774 Closed
EV
724
EJMK Ventures
Illinois
-$433K -9,201 Closed
TGAM
725
TBH Global Asset Management
Tennessee
-$420K -8,916 Closed