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
↑ +92
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — BSV

Based on 1199 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,199 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 — +7% more funds vs a year ago

fund count last 6Q
+74 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.
🟢

More buyers than sellers — 63% buying

723 buying427 selling
Last quarter: 723 funds were net buyers (180 opened a brand new position + 543 added to an existing one). Only 427 were sellers (339 trimmed + 88 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+96 vs last Q)

new funds entering per quarter
Funds opening a new BSV position: 95 → 96 → 84 → 180. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
812 out of 1,199 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.
📈

Growing discovery — still being found

131 → 95 → 96 → 84 → 180 new funds/Q
New funds entering each quarter: 95 → 96 → 84 → 180. A growing number of institutions are discovering BSV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Of 1,200 current holders: 801 (67%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
26 of 1199 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: 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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

61 top-rated funds 69 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: BSV
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1200 1107 8.4%
13F Shares 411M 371M 10.76%
Total Value $31.93B $30.23B 5.64%
New Positions 181 84 +97
Increased Positions 543 494 +49
Closed Positions 88 92 -4
Reduced Positions 339 379 -40
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSV

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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)

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.

Top 25 institutional holders of BSV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Old Peak Finance LLC 23.14% 505,452 $39.6M
2 Compass Planning Associates Inc 18.34% 365,753 $28.7M
3 RS CRUM INC. 18.08% 1,192,235 $93.5M
4 Integris Wealth Management, LLC 15.37% 852,779 $66.9M
5 Fort Henry Capital, LLC 11.44% 241,349 $18.9M
6 Safir Wealth Advisors, LLC 11.29% 199,163 $15.6M
7 Mustard Seed Financial, LLC 9.60% 204,233 $16.0M
8 Sage Financial Management Group, Inc. 9.10% 377,685 $29.6M
9 DiPaolo Financial Group, Inc. 8.60% 150,688 $11.8M
10 Trellis Wealth Advisors LLC 8.00% 268,082 $21.0M
11 eCIO, Inc. 7.83% 227,413 $17.8M
12 PRESILIUM PRIVATE WEALTH, LLC 7.60% 550,056 $43.1M
13 RF&L WEALTH MANAGEMENT, LLC 6.80% 115,903 $9.1M
14 Uptown Financial Advisors LLC 6.24% 100,179 $7.9M
15 Greystone Financial Group, LLC 6.22% 280,435 $22.0M
16 Petersen Hastings Wealth Advisors Inc. 5.75% 800,052 $62.7M
17 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5.30% 299,303 $23.5M
18 Vertrix Wealth Management, LLC 5.18% 179,315 $14.1M
19 Gemmer Asset Management LLC 5.08% 820,442 $64.3M
20 Belleair Asset Management, LLC 4.91% 68,718 $5.4M
21 Cooke Wealth Management, LLC 4.77% 68,644 $5.4M
22 Parker Financial LLC 4.76% 152,228 $11.9M
23 Successful Portfolios LLC 4.72% 109,326 $8.6M
24 HTG Investment Advisors, Inc. 4.71% 211,339 $16.6M
25 Level Financial Advisors 4.54% 226,780 $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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 63% buying: Last quarter: 723 funds were net buyers (180 opened a brand new position + 543 added to an existing one). Only 427 were sellers (339 trimmed + 88 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSV holders?

Strong quality — 38% AUM from major funds: 26 of 1199 holders rank in the top 100 by AUM, accounting for 38% 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 BSV?

68% of holders stayed for 2+ years: 812 out of 1,199 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.

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.