Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Bd Index Fds (BSV)

1K + Investors. Track Smart Money conviction in BSV. 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
59%

Smart Money Signals — BSV

Based on 1331 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 BSV 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
1,331 hedge funds hold BSV 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 — +13% more funds vs a year ago

fund count last 6Q
+152 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

741 buying516 selling
Last quarter: 741 funds bought or added vs 516 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 (-58 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 114 → 91 → 196 → 138. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
863 out of 1,331 hedge funds have held BSV 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

102 → 114 → 91 → 196 → 138 new funds/Q
New funds entering each quarter: 114 → 91 → 196 → 138. 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 — 67% veterans vs 21% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 1,331 holders: 890 (67%) are 2+ year veterans, 167 entered 1–2 years ago, and 274 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
32 of 1331 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BSV. 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 — BSV

In 2026 Q1, 741 hedge funds were net buyers of BSV (138 opened a new position, 603 added to an existing one), while 516 reduced or exited (417 trimmed, 99 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in BSV 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: 1331.

Hedge Fund Ownership: BSV

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

Market Analysis: BSV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSV

-- --

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

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

Signal Freshness measures how much BSV 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 · 78d ago
BSV
-0.7%
SPY
+15.9%

BSV outperformed SPY by -16.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BSV
+0.5%
SPY
+2.0%

Since the filing became public, BSV outperformed SPY by -1.5% .

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.

34 top-rated funds 80 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: BSV
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1322 1292 2.32%
13F Shares 407M 415M -1.85%
Total Value $31.24B $32.28B -3.2%
New Positions 134 196 -62
Increased Positions 599 573 +26
Closed Positions 104 92 +12
Reduced Positions 416 370 +46
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSV

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 Q1)

1K + investors

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

QUARTER:
Top 25 BSV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 International City Management Association Retirement Corp 24.08% 599,500 $47.0M
2 Old Peak Finance LLC 23.14% 505,452 $39.6M
3 Windward Private Wealth Management Inc. 22.85% 843,187 $66.1M
4 Compass Planning Associates Inc 18.34% 365,753 $28.7M
5 Rs Crum INC. 18.08% 1,192,235 $93.5M
6 Integris Wealth Management, LLC 15.37% 852,779 $66.9M
7 Truepoint, Inc. 12.62% 7,217,987 $566.0M
8 Martel Wealth Advisors LLC 12.52% 938,279 $73.6M
9 Frankly Finances, LLC 12.16% 171,370 $13.4M
10 3 Factor Indexing, LLC 12.14% 163,967 $12.9M
11 Colter Lewis Investment Partners LLC 12.02% 163,009 $12.8M
12 True Link Financial Advisors, LLC 12.02% 2,482,487 $194.7M
13 Oath Planning, LLC 11.82% 169,639 $13.3M
14 Fort Henry Capital, LLC 11.44% 241,349 $18.9M
15 Brewster Financial Planning LLC 11.39% 240,196 $18.8M
16 Safir Wealth Advisors, LLC 11.29% 199,163 $15.6M
17 Stephenson & Company, Inc. 10.30% 242,227 $19.0M
18 RW Investment Management LLC 10.15% 1,337,847 $104.9M
19 Torrey-Payne Wealth Management, LLC 10.00% 139,066 $10.9M
20 Mustard Seed Financial, LLC 9.60% 204,233 $16.0M
21 Sage Financial Management Group, Inc. 9.10% 377,685 $29.6M
22 Lincoln National Corp 8.86% 3,904,033 $306.1M
23 DiPaolo Financial Group, Inc. 8.60% 150,688 $11.8M
24 Trellis Wealth Advisors LLC 8.00% 268,082 $21.0M
25 eCIO, Inc. 7.83% 227,413 $17.8M
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 (BSV)

What does the Smart Money Trend signal show for BSV?

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

Slight buying edge — 59% buying: Last quarter: 741 funds bought or added vs 516 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 BSV holders?

Elite ownership — 42% AUM from top-100 funds: 32 of 1331 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BSV. 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 BSV?

65% of holders stayed for 2+ years: 863 out of 1,331 hedge funds have held BSV 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 (BSV) following the 2026 Q1 hedge fund 13F filings?

As of today, BSV has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BSV has gained -0.7% vs +15.9% 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 →