Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (BNDW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — BNDW

Based on 113 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 BNDW 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
113 hedge funds hold BNDW 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 — +7% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

59 buying49 selling
Last quarter: 59 funds bought or added vs 49 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 (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 11 → 24 → 17. 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 22% medium ■ 25% new
60 out of 113 hedge funds have held BNDW 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

18 → 10 → 11 → 24 → 17 new funds/Q
New funds entering each quarter: 10 → 11 → 24 → 17. 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 — 56% veterans vs 30% newcomers

■ 56% veterans ■ 14% 1-2yr ■ 30% new
Entry-cohort mix of 113 holders: 63 (56%) are 2+ year veterans, 16 entered 1–2 years ago, and 34 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
17 of 112 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BNDW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — BNDW

In 2026 Q1, 59 hedge funds were net buyers of BNDW (17 opened a new position, 42 added to an existing one), while 49 reduced or exited (35 trimmed, 14 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in BNDW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 113.

Hedge Fund Ownership: BNDW

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

Market Analysis: BNDW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BNDW

-- --

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

Is It Too Late to Buy Vanguard Scottsdale Fds (BNDW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BNDW 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 · 81d ago
BNDW
nan%
SPY
+15.1%

BNDW outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BNDW
nan%
SPY
+1.3%

Since the filing became public, BNDW outperformed SPY by nan% .

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.

2 top-rated funds 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BNDW
112 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 112 110 1.82%
13F Shares 6M 8M -23.92%
Total Value $395M $549M -28.0%
New Positions 16 24 -8
Increased Positions 42 46 -4
Closed Positions 14 11 +3
Reduced Positions 35 21 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BNDW

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Financial Highlights

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Institutional Holders (2026 Q1)

112 + investors

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

QUARTER:
Top 25 BNDW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aurelius Family Office LLC 10.57% 355,695 $24.3M
2 Two West Capital Advisors LLC 9.20% 254,869 $17.4M
3 Amicus Financial Advisors, LLC 8.56% 454,660 $31.1M
4 Applied Capital LLC 5.61% 219,720 $15.0M
5 E-Wealth Partners, LLC 5.60% 97,013 $6.7M
6 Five Pine Wealth Management 3.32% 78,106 $5.3M
7 Stone Summit Wealth LLC 2.36% 123,961 $8.5M
8 Alhambra Investment Management LLC 2.17% 68,811 $4.7M
9 Rik Saylor Financial, INC. 0.64% 12,244 $837K
10 Professional Financial Advisors, LLC 0.44% 31,430 $2.1M
11 17 Capital Partners, LLC 0.40% 11,246 $769K
12 Gould Capital, LLC 0.39% 9,542 $652K
13 Bedminster, LLC 0.30% 4,766 $326K
14 Arcadia Wealth Management, Inc. 0.22% 5,825 $398K
15 Geometric Wealth Advisors 0.19% 22,251 $1.5M
16 Waverly Advisors, LLC 0.18% 353,548 $24.2M
17 Destiny Wealth Partners, LLC 0.17% 22,636 $1.5M
18 Cogent Private Wealth, Inc. 0.16% 3,342 $228K
19 Newport Capital Group, LLC 0.13% 3,158 $216K
20 Aegis Wealth Management LLC 0.13% 3,259 $223K
21 Inscription Capital, LLC 0.12% 16,999 $1.2M
22 Alpha Financial Advisors, LLC 0.12% 5,715 $391K
23 Moneywise, INC. 0.11% 3,645 $249K
24 Endowment Wealth Management, Inc. 0.10% 3,392 $232K
25 Maridea Wealth Management LLC 0.10% 9,866 $674K
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 Scottsdale Fds (BNDW)

What does the Smart Money Trend signal show for BNDW?

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

Slight buying edge — 55% buying: Last quarter: 59 funds bought or added vs 49 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 BNDW holders?

Elite ownership — 47% AUM from top-100 funds: 17 of 112 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BNDW. 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 BNDW?

53% of holders stayed for 2+ years: 60 out of 113 hedge funds have held BNDW 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 Scottsdale Fds (BNDW) following the 2026 Q1 hedge fund 13F filings?

As of today, BNDW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BNDW has gained nan% vs +15.1% 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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