Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD BD INDEX FDS (BLV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — BLV

Based on 373 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BLV 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
373 hedge funds hold BLV 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 — +10% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

233 buying141 selling
Last quarter: 233 funds were net buyers (67 opened a brand new position + 166 added to an existing one). Only 141 were sellers (100 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new BLV position: 38 → 37 → 54 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 26% medium 18% new
207 out of 373 hedge funds have held BLV 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

46 → 38 → 37 → 54 → 67 new funds/Q
New funds entering each quarter: 38 → 37 → 54 → 67. 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.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 15% 1-2yr 25% new
Of 376 current holders: 224 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
20 of 373 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BLV. 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.

Hedge Fund Ownership: BLV

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

Market Analysis: BLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 11 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: BLV
2026 Q1 Stats Unlock in 19 days 376 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 376 350 7.43%
13F Shares 47M 47M 0.36%
Total Value $3.28B $3.33B -1.67%
New Positions 67 54 +13
Increased Positions 168 164 +4
Closed Positions 41 31 +10
Reduced Positions 106 111 -5
Total Calls 2 3 -33.33%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: BLV

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

376 + investors

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

Top 25 institutional holders of BLV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Platt Investment Counsel, LLC 8.58% 162,084 $11.1M
2 WINCAP FINANCIAL LLC 8.33% 181,934 $12.5M
3 Greystone Financial Group, LLC 4.95% 254,550 $17.5M
4 Strong Tower Advisory Services 4.41% 340,500 $23.4M
5 Vertrix Wealth Management, LLC 4.11% 162,216 $11.2M
6 DiPaolo Financial Group, Inc. 3.99% 79,717 $5.5M
7 Rochester Wealth Strategies, LLC 3.72% 89,248 $6.1M
8 Parker Financial LLC 2.90% 105,656 $7.2M
9 Beacon Capital Management, Inc. 2.67% 688,328 $47.3M
10 Main Line Retirement Advisors, LLC 2.40% 69,797 $4.8M
11 FLAGSTAR ADVISORS INC 2.20% 88,406 $6.1M
12 PFW Advisors LLC 2.10% 97,243 $6.7M
13 Sellwood Investment Partners LLC 2.08% 76,904 $5.3M
14 Bay Capital Advisors, LLC 1.99% 46,865 $3.2M
15 Sagace Wealth Management LLC 1.87% 40,655 $2.8M
16 Bay Harbor Wealth Management, LLC 1.72% 96,568 $6.6M
17 Clark Asset Management, LLC 1.68% 260,533 $17.9M
18 Leeward Financial Partners, LLC 1.66% 81,122 $5.6M
19 Horizons Wealth Management 1.63% 36,023 $2.5M
20 Arcadia Wealth Management, LLC 1.58% 63,571 $4.4M
21 Retirement Wealth Solutions LLC 1.57% 36,248 $2.5M
22 Addison Capital Co 1.53% 125,393 $8.6M
23 GREENUP STREET WEALTH MANAGEMENT LLC 1.53% 157,594 $10.8M
24 Wilkins Miller Wealth Management, LLC 1.52% 36,498 $2.5M
25 Capital Investment Management, Inc. 1.19% 49,013 $3.4M
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 (BLV)

What does the Smart Money Trend signal show for BLV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BLV 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 BLV?

More buyers than sellers — 62% buying: Last quarter: 233 funds were net buyers (67 opened a brand new position + 166 added to an existing one). Only 141 were sellers (100 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BLV holders?

Elite ownership — 48% AUM from top-100 funds: 20 of 373 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BLV. 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 BLV?

55% of holders stayed for 2+ years: 207 out of 373 hedge funds have held BLV 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.

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.