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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
CFAM
201
Center For Asset Management
Florida
$4.23M +$88K +1,864 +2%
SAW
202
Signal Advisors Wealth
Michigan
$4.2M +$1.98M +41,995 +88%
AWM
203
Accurate Wealth Management
Florida
$4.18M +$166K +3,526 +4%
FFBTD
204
First Financial Bank - Trust Division
Ohio
$4.17M -$191K -4,051 -4%
SRC
205
Sage Rhino Capital
California
$4.12M +$54.5K +1,154 +1%
BHPW
206
Beverly Hills Private Wealth
California
$4.11M -$155K -3,273 -4%
CFM
207
Cornerstone Financial Management
Massachusetts
$4.05M +$152K +3,212 +4%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$4M +$130K +2,747 +3%
IWC
209
Integrated Wealth Concepts
Massachusetts
$3.98M +$3.36M +71,254 +528%
DPI
210
Diversified Portfolios Inc
Michigan
$3.97M -$283 -6 -0%
FHC
211
First Heartland Consultants
Missouri
$3.93M +$335K +7,086 +9%
KGP
212
Keystone Global Partners
Colorado
$3.92M -$1.09M -23,037 -22%
SFA
213
Seneca Financial Advisors
New York
$3.89M +$205K +4,333 +6%
GAM
214
Gould Asset Management
California
$3.89M +$763K +16,163 +24%
RA
215
Rational Advisors
New York
$3.87M +$3.89M +82,375 New
Mariner
216
Mariner
Kansas
$3.86M +$687K +14,561 +22%
FA
217
FC Advisory
Pennsylvania
$3.83M +$30.1K +638 +0.8%
CCA
218
Checchi Capital Advisers
California
$3.81M -$188K -3,992 -5%
FIA
219
Foundations Investment Advisors
Arizona
$3.8M +$881K +18,652 +30%
CIM
220
Capital Investment Management
Missouri
$3.8M +$132K +2,789 +4%
AIA
221
Alternative Investment Advisors
Florida
$3.73M +$441K +9,351 +13%
RIM
222
Rockbridge Investment Management
New York
$3.64M +$378 +8 +0%
BFA
223
Bragg Financial Advisors
North Carolina
$3.58M -$88.4K -1,872 -2%
CIA
224
Concurrent Investment Advisors
Florida
$3.55M +$444K +9,410 +14%
VA
225
VestGen Advisors
Illinois
$3.36M -$2.35M -49,831 -41%