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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$20.1M +$1.32M +28,005 +7%
CW
77
CreativeOne Wealth
Kansas
$20.1M +$2.19M +46,486 +12%
RWM
78
Rialto Wealth Management
New York
$19.9M +$1.74M +36,960 +10%
UAS
79
United Asset Strategies
New York
$19.7M +$167K +3,530 +0.9%
WH
80
Whitcomb & Hess
Ohio
$19.1M +$487K +10,314 +3%
SIA
81
Strategic Investment Advisors
Michigan
$18.8M +$7.94M +168,269 +72%
RWM
82
RKL Wealth Management
Pennsylvania
$18.7M -$586K -12,406 -3%
EWA
83
EP Wealth Advisors
California
$18.5M +$17.2M +364,139 +1,241%
QFA
84
Quantum Financial Advisors
California
$18.2M +$351K +7,437 +2%
CAM
85
Clark Asset Management
New Hampshire
$18.2M +$1.55M +32,832 +9%
EWA
86
EverSource Wealth Advisors
Alabama
$18M +$8.7M +184,230 +92%
NYLIM
87
New York Life Investment Management
New York
$17.9M +$17.6M +372,558 +4,090%
ZAM
88
Zevin Asset Management
Massachusetts
$17.1M +$895K +18,960 +5%
CWM
89
Connecticut Wealth Management
Connecticut
$16.9M -$1.65M -34,878 -9%
Lido Advisors
90
Lido Advisors
California
$16.9M +$331K +7,008 +2%
AF
91
Allworth Financial
California
$16.7M -$733K -15,521 -4%
WPWM
92
Windward Private Wealth Management
Kansas
$16.1M +$584K +12,381 +4%
1CP
93
1607 Capital Partners
Virginia
$15.7M -$1.66M -35,215 -10%
RF
94
Robinswood Financial
Washington
$15.7M +$676K +14,319 +4%
SCA
95
STALEY CAPITAL ADVISERS
Pennsylvania
$15.6M +$859K +18,200 +6%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$15.5M +$3.65M +77,239 +31%
SIM
97
Sterling Investment Management
Arizona
$15.4M +$132K +2,796 +0.9%
NA
98
NewEdge Advisors
Louisiana
$15.4M -$446K -9,439 -3%
ONB
99
Old National Bancorp
Indiana
$15.4M +$2.54M +53,760 +20%
VRM
100
Vectors Research Management
New York
$15.2M -$32.7K -693 -0.2%