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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
UAS
76
United Asset Strategies
New York
$15.6M
AllianceBernstein
77
AllianceBernstein
Tennessee
$15.4M
WH
78
Whitcomb & Hess
Ohio
$15.4M
WPWM
79
Windward Private Wealth Management
Kansas
$15.3M
PAG
80
Private Advisor Group
New Jersey
$15.1M
FA
81
Fountainhead AM
New Jersey
$15M
SCA
82
STALEY CAPITAL ADVISERS
Pennsylvania
$14.9M
SIA
83
SeaBridge Investment Advisors
New Jersey
$14.6M
NA
84
NewEdge Advisors
Louisiana
$14.6M
MPW
85
MA Private Wealth
California
$14.3M
CAM
86
Cresset Asset Management
Illinois
$13.7M
FNT
87
First National Trust
Pennsylvania
$13.7M
Betterment LLC
88
Betterment LLC
New York
$13.5M
MD
89
Money Design
Japan
$13.4M
CAM
90
Clark Asset Management
New Hampshire
$13.1M
FC
91
Family CFO
California
$12.7M
WFA
92
Websterrogers Financial Advisors
South Carolina
$12M
1IA
93
1834 Investment Advisors
Wisconsin
$11.7M
FCA
94
FLC Capital Advisors
California
$11.7M
AI
95
Atria Investments
North Carolina
$11.7M
PWM
96
Perigon Wealth Management
California
$11.3M
SFPM
97
Sensible Financial Planning & Management
Massachusetts
$11.2M
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$11.1M
AA
99
ALPS Advisors
Colorado
$11.1M
DAS
100
Diversify Advisory Services
Utah
$11M