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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
CFAM
151
Center For Asset Management
Florida
$5.5M
UA
152
Unison Advisors
District of Columbia
$5.5M
BCM
153
Brookstone Capital Management
Illinois
$5.4M
VA
154
Vident Advisory
Georgia
$5.27M
Goldman Sachs
155
Goldman Sachs
New York
$5.24M
FFWA
156
Forthright Family Wealth Advisory
Texas
$5.14M
SF
157
SWP Financial
California
$5.02M
CWM
158
Congress Wealth Management
Massachusetts
$5.01M
DWM
159
Diversify Wealth Management
Utah
$4.98M
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$4.97M
BTI
161
Blue Trust Inc
Georgia
$4.92M
OHWA
162
Oak Hill Wealth Advisors
Virginia
$4.82M
OBWG
163
Onyx Bridge Wealth Group
New York
$4.82M
PS
164
Principal Securities
Iowa
$4.8M
OFS
165
OneAscent Financial Services
Alabama
$4.72M
OIS
166
OneAscent Investment Solutions
Alabama
$4.7M
SBLIC
167
Security Benefit Life Insurance Company
Kansas
$4.63M
SFG
168
Sovereign Financial Group
Connecticut
$4.62M
DWS
169
Dynamic Wealth Strategies
California
$4.57M
APC
170
Aspire Private Capital
North Carolina
$4.57M
FFA
171
Farther Finance Advisors
California
$4.56M
FGC
172
Financial Gravity Companies
Texas
$4.51M
CPRC
173
Consolidated Portfolio Review Corp
New York
$4.43M
CM
174
Columbus Macro
Pennsylvania
$4.38M
HP
175
Hilltop Partners
Indiana
$4.37M