Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Bd Index Fds (BIV)

1K + 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
↑ +20
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — BIV

Based on 1021 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,021 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
+102 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 — 60% buying

591 buying386 selling
Last quarter: 591 funds were net buyers (101 opened a brand new position + 490 added to an existing one). Only 386 were sellers (305 trimmed + 81 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 73 → 128 → 115 → 101. 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+) ■ 19% medium ■ 19% new
633 out of 1,021 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.
💰

Value +32% but shares only +3% — price-driven

Value
+32%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~101 new funds/quarter

89 → 73 → 128 → 115 → 101 new funds/Q
New funds entering each quarter: 73 → 128 → 115 → 101. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 1,023 holders: 651 (64%) are 2+ year veterans, 153 entered 1–2 years ago, and 219 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
31 of 1020 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 Q2, 591 hedge funds were net buyers of BIV (101 opened a new position, 490 added to an existing one), while 386 reduced or exited (305 trimmed, 81 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in BIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 1021.

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 Q2 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 June 30, 2026 · 80d ago
BIV
-3.2%
SPY
-2.0%

BIV outperformed SPY by -1.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
BIV
-1.4%
SPY
-1.4%

Since the filing became public, BIV outperformed SPY by +0.0% .

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.

18 top-rated funds 63 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: BIV
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1014 1001 1.3%
13F Shares 246M 238M 3.17%
Total Value $23.68B $17.94B 31.97%
New Positions 99 115 -16
Increased Positions 489 511 -22
Closed Positions 85 78 +7
Reduced Positions 302 251 +51
Total Calls 1 2 -50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: BIV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

1K + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seneschal Advisors, LLC 20.79% 395,818 $30.4M
2 Gordian Advisors LLC 20.38% 451,880 $34.7M
3 Bcm Advisors, LLC 18.63% 1,267,115 $95.7M
4 Christine Messmer Pc 16.82% 389,276 $29.9M
5 Kropog Financial Group, LLC 16.48% 304,842 $23.4M
6 Compass Planning Associates Inc 16.18% 390,104 $29.9M
7 Sage Financial Management Group, Inc. 15.00% 711,661 $54.6M
8 Brighton Securities CORP. 14.61% 443,456 $34.0M
9 Fpc Investment Advisory, INC. 14.20% 395,163 $30.1M
10 Hoge Financial Services, LLC 13.42% 365,539 $28.0M
11 Reliant Wealth Planning 13.33% 631,866 $48.5M
12 Family Investment Center, Inc. 13.23% 1,038,714 $79.7M
13 Brewster Financial Planning LLC 12.26% 291,009 $22.3M
14 Keyes, Stange & Wooten Wealth Management, LLC 12.09% 394,939 $30.3M
15 Southern Michigan Bank & Trust 11.83% 433,842 $33.3M
16 Ballentine Capital Advisors, Inc 11.68% 403,995 $31.0M
17 Neumann Capital Management, LLC 11.07% 218,277 $16.7M
18 Cranbrook Wealth Management, LLC 10.49% 730,608 $56.0M
19 Acorn Creek Capital LLC 9.95% 388,216 $29.8M
20 Retirement Investment Advisors, Inc. 9.85% 1,825,373 $138.2M
21 Franklin, Parlapiano, Turner & Welch, LLC 8.48% 488,980 $37.5M
22 Windward Private Wealth Management Inc. 8.20% 334,344 $25.6M
23 Scott Capital Advisors, LLC 8.14% 677,229 $51.9M
24 Francis Financial, Inc. 7.88% 626,906 $48.1M
25 Mfa Wealth Advisors, LLC 7.85% 600,446 $46.1M
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 — 3 quarters in a row: For 3 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 — 60% buying: Last quarter: 591 funds were net buyers (101 opened a brand new position + 490 added to an existing one). Only 386 were sellers (305 trimmed + 81 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BIV holders?

Strong quality — 37% AUM from major funds: 31 of 1020 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BIV?

62% of holders stayed for 2+ years: 633 out of 1,021 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 Q2 hedge fund 13F filings?

As of today, BIV has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BIV has gained -3.2% vs -2.0% 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.

Full history →