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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
ZF
726
Zhang Financial
Michigan
-$306K -6,509 Closed
TPA
727
Trivium Point Advisory
Connecticut
-$258K -5,489 Closed
JIC
728
Joel Isaacson & Co
New York
-$256K -5,432 Closed
AG
729
Ascent Group
Virginia
-$219K -4,656 Closed
DWM
730
Dakota Wealth Management
Florida
-$212K -4,505 Closed
FWP
731
Forefront Wealth Partners
Texas
-$210K -4,452 Closed
CWM
732
Cornerstone Wealth Management
Missouri
-$207K -4,394 Closed
JLBC
733
J.L. Bainbridge & Co
Florida
-$205K -4,357 Closed
CIA
734
Cape Investment Advisory
Georgia
-$139K -2,956 Closed
OC
735
Optima Capital
Oregon
-$81K -1,720 Closed
MCM
736
Manchester Capital Management
Vermont
-$61.9K -1,314 Closed
CB
737
Community Bank
New York
-$49.9K -1,060 Closed
IIM
738
IFC & Insurance Marketing
California
-$45K -957 Closed
IRC
739
Investors Research Corp
Georgia
-$40.2K -853 Closed
TH
740
TCTC Holdings
Texas
-$37.2K -791 Closed
DF
741
DecisionPoint Financial
Arizona
-$25.4K -540 Closed
SHIM
742
Stone House Investment Management
Pennsylvania
-$22.6K -479 Closed
MPW
743
MASECO Private Wealth
-$137K -290 Closed
QL
744
Quarry LP
New York
-$7.06K -150 Closed
PCM
745
Palouse Capital Management
Washington
-$5.79K -123 Closed
GAMC
746
Garner Asset Management Corp
Texas
-$5.32K -113 Closed
PMFA
747
Plante Moran Financial Advisors
Michigan
-$4.14K -88 Closed
CP
748
Camelot Portfolios
Ohio
-$3.77K -80 Closed
MSWM
749
Mowery & Schoenfeld Wealth Management
Illinois
-$3.48K -74 Closed
SC
750
SouthState Corp
Florida
-$1.7K -36 Closed