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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
UA
176
Unison Advisors
District of Columbia
$5.88M +$211K +4,466 +4%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$5.87M +$1.69M +35,872 +40%
DFG
178
DiPaolo Financial Group
Florida
$5.81M +$1.32M +28,015 +29%
WB
179
WesBanco Bank
West Virginia
$5.52M -$60.1K -1,273 -1%
SF
180
SWP Financial
California
$5.47M +$84.9K +1,799 +2%
GM
181
GeoWealth Management
Illinois
$5.44M +$2.31M +48,952 +73%
PMA
182
Prudent Man Advisors
Illinois
$5.4M +$2.1M +44,390 +63%
PPWP
183
Premier Path Wealth Partners
New Jersey
$5.24M -$965K -20,436 -15%
SW
184
Simplicity Wealth
New Jersey
$5.22M +$210K +4,454 +4%
FA
185
Finhabits Advisors
New York
$5.15M +$13.7K +290 +0.3%
PS
186
Principal Securities
Iowa
$5.01M -$433K -9,178 -8%
OIS
187
OneAscent Investment Solutions
Alabama
$4.99M
NC
188
NewSquare Capital
Pennsylvania
$4.99M +$244K +5,173 +5%
FGAM
189
Financial Gravity Asset Management
Texas
$4.97M +$31.3K +663 +0.6%
HP
190
Hilltop Partners
Indiana
$4.83M +$187K +3,969 +4%
MMA
191
Miracle Mile Advisors
California
$4.76M +$6.75K +143 +0.1%
SBLIC
192
Security Benefit Life Insurance Company
Kansas
$4.7M
APC
193
Aspire Private Capital
North Carolina
$4.65M -$70.2K -1,487 -1%
LFP
194
Leeward Financial Partners
Washington
$4.56M -$18.9K -400 -0.4%
CM
195
Columbus Macro
Pennsylvania
$4.51M -$52.4K -1,110 -1%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$4.49M +$13K +276 +0.3%
JWCA
197
J.W. Cole Advisors
Florida
$4.49M +$60.3K +1,278 +1%
AWMNH
198
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.46M +$95.8K +2,030 +2%
UFA
199
Unify Financial Advisors
Florida
$4.43M +$791K +16,751 +22%
SEI Investments
200
SEI Investments
Pennsylvania
$4.36M +$85.9K +1,820 +2%