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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
SW
51
SoFi Wealth
California
$26.9M
BWP
52
BlueStem Wealth Partners
Minnesota
$25.3M
Truist Financial
53
Truist Financial
North Carolina
$25M
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$24.6M
MML Investors Services
55
MML Investors Services
Massachusetts
$23.5M
IDA
56
Intelligence Driven Advisers
California
$23.3M
1CP
57
1607 Capital Partners
Virginia
$22.7M
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$22.5M
US Bancorp
59
US Bancorp
Minnesota
$22.3M
DJSG
60
D.J. St. Germain
Massachusetts
$21.9M
ZIG
61
Zurich Insurance Group
Switzerland
$21.7M
HC
62
Hamilton Capital
Ohio
$21.6M
HSA
63
HBK Sorce Advisory
Pennsylvania
$21.2M
BB
64
Bell Bank
North Dakota
$20.7M
CC
65
Courier Capital
New York
$19.7M
CWM
66
Connecticut Wealth Management
Connecticut
$19.6M
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$19M
JIP
68
Jaffetilchin Investment Partners
Florida
$18.8M
AF
69
Allworth Financial
California
$17.9M
PG
70
Proffitt & Goodson
Tennessee
$17.5M
RWM
71
RKL Wealth Management
Pennsylvania
$16.8M
QFA
72
Quantum Financial Advisors
California
$16.6M
CW
73
CreativeOne Wealth
Kansas
$16.5M
CIP
74
Capital Insight Partners
Arizona
$15.8M
VRM
75
Vectors Research Management
New York
$15.7M