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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
MWM
151
Marion Wealth Management
Pennsylvania
$7.63M +$1.51M +31,937 +24%
PWMG
152
Pinnacle Wealth Management Group
Michigan
$7.4M -$1.08M -22,786 -13%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$7.38M +$983K +20,826 +15%
CCMG
154
Connecticut Capital Management Group
Connecticut
$7.32M -$136K -2,890 -2%
EI
155
EFG International
$7.32M -$103K -2,188 -1%
GCA
156
Greenwood Capital Associates
South Carolina
$7.3M +$308K +6,527 +4%
PMWMG
157
Parr McKnight Wealth Management Group
Minnesota
$7.2M +$109K +2,308 +2%
PCA
158
Prosperity Capital Advisors
Ohio
$7.08M +$799K +16,918 +13%
PFS
159
Prospera Financial Services
Texas
$7.02M +$128K +2,703 +2%
BHWM
160
Bay Harbor Wealth Management
Maryland
$6.97M +$182K +3,857 +3%
SWM
161
SigFig Wealth Management
California
$6.96M +$572K +12,119 +9%
HPC
162
Hobart Private Capital
North Carolina
$6.83M -$80.4K -1,704 -1%
DWP
163
Destiny Wealth Partners
Florida
$6.81M -$2.27K -48 -0%
AFO
164
Arrowroot Family Office
California
$6.69M +$2.12M +44,996 +46%
VA
165
Vident Advisory
Georgia
$6.59M +$839K +17,762 +14%
PF
166
PlanWiser Financial
Colorado
$6.58M +$1.83M +38,731 +38%
BCM
167
Brookstone Capital Management
Illinois
$6.46M +$470K +9,956 +8%
HI
168
Harbour Investments
Wisconsin
$6.33M +$1.18M +25,069 +23%
CB
169
Centennial Bank
Arkansas
$6.31M +$5.49M +116,342 +647%
FFWA
170
Forthright Family Wealth Advisory
Texas
$6.18M +$1.48M +31,285 +30%
PF
171
Parker Financial
Washington
$6.17M +$324K +6,866 +6%
WIA
172
World Investment Advisors
California
$6.06M +$1.33M +28,073 +28%
SFG
173
Sovereign Financial Group
Connecticut
$6M +$824K +17,458 +16%
WAM
174
Worth Asset Management
Texas
$5.98M +$4.29M +90,843 +249%
CAM
175
Chandler Asset Management
California
$5.89M -$360K -7,630 -6%