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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
Federated Hermes
101
Federated Hermes
Pennsylvania
$11M
SB
102
Strategic Blueprint
Georgia
$10.7M
Bessemer Group
103
Bessemer Group
New Jersey
$10.7M
SIM
104
Sterling Investment Management
Arizona
$10.7M
ONB
105
Old National Bancorp
Indiana
$10.2M
EWA
106
EverSource Wealth Advisors
Alabama
$10.2M
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$9.67M
LFA
108
Level Financial Advisors
New York
$9.6M
SIA
109
Strategic Investment Advisors
Michigan
$9.58M
CCA
110
Cravens & Co Advisors
Tennessee
$9.57M
SAM
111
Smartleaf Asset Management
Massachusetts
$9.5M
KAS
112
Kestra Advisory Services
Texas
$9.34M
SAI
113
Savvy Advisors Inc
New York
$9.28M
ERFOTCOFW
114
Employees Retirement Fund of the City of Fort Worth
Texas
$9.27M
EA
115
Evolution Advisers
Virginia
$9.24M
BC
116
Bulwark Capital
Florida
$9.11M
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$8.96M
SW
118
Simplicity Wealth
New Jersey
$8.77M
WAM
119
WNY Asset Management
New York
$8.72M
OPPS
120
Obsidian Personal Planning Solutions
Maryland
$8.68M
ZIM
121
Zacks Investment Management
Illinois
$8.4M
KGP
122
Keystone Global Partners
Colorado
$8.38M
CJH
123
Christopher J. Hasenberg
Wisconsin
$8.25M
VWM
124
VCI Wealth Management
Missouri
$8.11M
UCMOK
125
United Capital Management of KS
Kansas
$7.98M