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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
BHPW
176
Beverly Hills Private Wealth
California
$4.37M
FFBTD
177
First Financial Bank - Trust Division
Ohio
$4.37M
AWMNH
178
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.32M
Fisher Asset Management
179
Fisher Asset Management
Washington
$4.29M
UWPG
180
Ullmann Wealth Partners Group
Florida
$4.17M
SFA
181
Sequoia Financial Advisors
Ohio
$4.03M
Creative Planning
182
Creative Planning
Kansas
$4.01M
JWCA
183
J.W. Cole Advisors
Florida
$4M
LFP
184
Leeward Financial Partners
Washington
$3.97M
SRC
185
Sage Rhino Capital
California
$3.89M
Cerity Partners
186
Cerity Partners
New York
$3.87M
HI
187
Harbour Investments
Wisconsin
$3.86M
DPI
188
Diversified Portfolios Inc
Michigan
$3.84M
GCA
189
Greenwood Capital Associates
South Carolina
$3.82M
CCA
190
Checchi Capital Advisers
California
$3.77M
FA
191
FC Advisory
Pennsylvania
$3.72M
RIM
192
Rockbridge Investment Management
New York
$3.59M
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$3.58M
ECA
194
Elevated Capital Advisors
Utah
$3.49M
BFA
195
Bragg Financial Advisors
North Carolina
$3.45M
TIAA Trust, National Association
196
TIAA Trust, National Association
North Carolina
$3.39M
FHC
197
First Heartland Consultants
Missouri
$3.36M
SEI Investments
198
SEI Investments
Pennsylvania
$3.3M
WB
199
WesBanco Bank
West Virginia
$3.18M
MA
200
MAS Advisors
Florida
$3.16M