Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Bd Index Fds (BLV)

407 + 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
↑ +2
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — BLV

Based on 411 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
411 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 — +16% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

230 buying173 selling
Last quarter: 230 funds bought or added vs 173 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 57 → 74 → 61 → 53. 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.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 23% medium 21% new
231 out of 411 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.
➡️

Steady discovery — ~53 new funds/quarter

42 → 57 → 74 → 61 → 53 new funds/Q
New funds entering each quarter: 57 → 74 → 61 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

61% veterans 16% 1-2yr 23% new
Entry-cohort mix of 414 holders: 251 (61%) are 2+ year veterans, 67 entered 1–2 years ago, and 96 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
22 of 410 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — BLV

In 2026 Q2, 230 hedge funds were net buyers of BLV (53 opened a new position, 177 added to an existing one), while 173 reduced or exited (122 trimmed, 51 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in BLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 411.

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

-- --

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

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

Signal Freshness measures how much BLV 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 · 82d ago
BLV
-5.5%
SPY
+2.3%

BLV outperformed SPY by -7.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
BLV
-0.7%
SPY
-1.6%

Since the filing became public, BLV outperformed SPY by +0.9% .

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.

6 top-rated funds 9 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BLV
407 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 407 409 -0.49%
13F Shares 53M 51M 3.27%
Total Value $3.50B $3.38B 3.56%
New Positions 51 61 -10
Increased Positions 175 175 -
Closed Positions 52 56 -4
Reduced Positions 122 121 +1
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: BLV

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Institutional Holders (2026 Q2)

407 + investors

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

QUARTER:
Top 25 BLV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Metropolitan Life Insurance Co/Ny 11.56% 599,208 $41.3M
2 Platt Investment Counsel, LLC 7.62% 164,964 $11.4M
3 Wincap Financial LLC 7.21% 193,644 $13.3M
4 Nest Investments, LLC 5.85% 111,715 $7.7M
5 Ryan Investment Management, Inc. 5.78% 185,362 $12.8M
6 Evergreen Wealth Management, LLC 5.21% 161,241 $11.1M
7 Lincoln National Corp 4.85% 2,750,787 $189.6M
8 ETF Portfolio Partners, Inc. 4.70% 286,670 $19.8M
9 Strong Tower Advisory Services 4.58% 370,423 $25.5M
10 Idaho Trust Co 4.47% 222,112 $15.3M
11 Waterford Advisors, LLC 4.46% 209,762 $16.3M
12 Karpus Management, Inc. 4.23% 2,132,736 $147.0M
13 NYL Investors LLC 3.87% 146,377 $10.1M
14 DiPaolo Financial Group, Inc. 3.78% 83,990 $5.8M
15 One Wealth Map LLC 3.72% 123,480 $8.2M
16 Rochester Wealth Strategies, LLC 3.11% 81,407 $5.6M
17 Troutman Wealth Management, LLC 3.07% 57,915 $4.0M
18 Parker Financial LLC 2.67% 105,916 $7.3M
19 Sellwood Investment Partners LLC 2.63% 108,373 $7.5M
20 Cornerstone Financial Group, LLC /NE/ 2.55% 60,121 $4.1M
21 Beacon Capital Management, Inc. 2.41% 579,071 $39.9M
22 Summit Wealth Group, LLC 2.02% 143,517 $9.9M
23 PFW Advisors LLC 2.01% 99,799 $6.9M
24 Koss-Olinger Consulting, LLC 1.99% 375,234 $25.9M
25 Sagace Wealth Management LLC 1.74% 40,342 $2.8M
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 — 4 quarters in a row: For 4 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?

Slight buying edge — 57% buying: Last quarter: 230 funds bought or added vs 173 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BLV holders?

Elite ownership — 53% AUM from top-100 funds: 22 of 410 holders are among the 100 largest funds by AUM, controlling 53% 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?

56% of holders stayed for 2+ years: 231 out of 411 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.

Is it too late to buy Vanguard Bd Index Fds (BLV) following the 2026 Q2 hedge fund 13F filings?

As of today, BLV has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (June 30, 2026), BLV has gained -5.5% vs +2.3% 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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