Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Bd Index Fds (BIV)

993 + Investors. Track Smart Money conviction in BIV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — BIV

Based on 1000 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,000 hedge funds hold BIV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

626 buying327 selling
Last quarter: 626 funds were net buyers (115 opened a brand new position + 511 added to an existing one). Only 327 were sellers (251 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 88 → 72 → 127 → 115. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
617 out of 1,000 hedge funds have held BIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

86 → 88 → 72 → 127 → 115 new funds/Q
New funds entering each quarter: 88 → 72 → 127 → 115. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Entry-cohort mix of 1,001 holders: 629 (63%) are 2+ year veterans, 157 entered 1–2 years ago, and 215 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
28 of 999 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BIV

In 2026 Q1, 626 hedge funds were net buyers of BIV (115 opened a new position, 511 added to an existing one), while 327 reduced or exited (251 trimmed, 76 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in BIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 1000.

Hedge Fund Ownership: BIV

How many hedge funds hold BIV — quarterly history vs. share price
Quarterly hedge fund ownership of BIV vs. share price

Market Analysis: BIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BIV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Vanguard Bd Index Fds (BIV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BIV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
BIV
-0.9%
SPY
+14.1%

BIV outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
BIV
+0.9%
SPY
+0.3%

Since the filing became public, BIV outperformed SPY by +0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 69 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: BIV
993 + Investors

Track Smart Money conviction in BIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 993 960 3.44%
13F Shares 238M 209M 14.12%
Total Value $17.93B $16.16B 10.97%
New Positions 112 127 -15
Increased Positions 509 467 +42
Closed Positions 79 73 +6
Reduced Positions 250 249 +1
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BIV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

993 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 True Link Financial Advisors, LLC 25.54% 5,357,768 $413.5M
2 Seneschal Advisors, LLC 22.74% 396,820 $30.6M
3 Gordian Advisors LLC 21.96% 427,134 $33.0M
4 Kropog Financial Group, LLC 19.67% 313,741 $24.2M
5 Bcm Advisors, LLC 19.10% 1,264,392 $96.8M
6 Compass Planning Associates Inc 17.85% 361,597 $27.9M
7 Brighton Securities CORP. 16.17% 434,815 $33.6M
8 Sage Financial Management Group, Inc. 15.91% 670,494 $51.7M
9 Christine Messmer Pc 15.19% 307,817 $23.8M
10 Fpc Investment Advisory, INC. 14.99% 388,406 $30.1M
11 Hoge Financial Services, LLC 14.71% 356,107 $27.5M
12 Family Investment Center, Inc. 14.36% 966,958 $74.6M
13 Reliant Wealth Planning 14.26% 611,089 $47.2M
14 Brewster Financial Planning LLC 13.48% 288,668 $22.3M
15 Southern Michigan Bank & Trust 12.85% 433,773 $33.5M
16 Ballentine Capital Advisors, Inc 11.66% 364,956 $28.2M
17 Keyes, Stange & Wooten Wealth Management, LLC 11.43% 331,770 $25.6M
18 Cranbrook Wealth Management, LLC 11.28% 718,274 $55.4M
19 Frankly Finances, LLC 10.96% 156,920 $12.1M
20 Retirement Investment Advisors, Inc. 10.76% 1,716,738 $133.7M
21 Acorn Creek Capital LLC 10.34% 375,206 $29.0M
22 Scott Capital Advisors, LLC 10.03% 640,986 $49.5M
23 Mfa Wealth Advisors, LLC 9.34% 614,849 $47.5M
24 Franklin, Parlapiano, Turner & Welch, LLC 9.08% 492,744 $38.1M
25 Windward Private Wealth Management Inc. 8.74% 327,417 $25.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Vanguard Bd Index Fds (BIV)

What does the Smart Money Trend signal show for BIV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BIV?

More buyers than sellers — 66% buying: Last quarter: 626 funds were net buyers (115 opened a brand new position + 511 added to an existing one). Only 327 were sellers (251 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BIV holders?

Elite ownership — 48% AUM from top-100 funds: 28 of 999 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BIV?

62% of holders stayed for 2+ years: 617 out of 1,000 hedge funds have held BIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Vanguard Bd Index Fds (BIV) following the 2026 Q1 hedge fund 13F filings?

As of today, BIV has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), BIV has gained -0.9% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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