Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (EDV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — EDV

Based on 189 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 EDV 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
189 hedge funds hold EDV 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 — +12% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

117 buying76 selling
Last quarter: 117 funds were net buyers (52 opened a brand new position + 65 added to an existing one). Only 76 were sellers (52 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new EDV position: 49 → 29 → 23 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 35% medium ■ 25% new
75 out of 189 hedge funds have held EDV 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 — ~52 new funds/quarter

40 → 49 → 29 → 23 → 52 new funds/Q
New funds entering each quarter: 49 → 29 → 23 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 14% 1-2yr ■ 35% new
Of 194 current holders: 99 (51%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
16 of 189 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: EDV

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

Market Analysis: EDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDV

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 7 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: EDV
2026 Q1 Stats Unlock in 14 days 194 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 194 169 14.79%
13F Shares 17M 16M 12.05%
Total Value $1.14B $1.07B 6.11%
New Positions 52 23 +29
Increased Positions 74 84 -10
Closed Positions 26 32 -6
Reduced Positions 62 57 +5
Total Calls 3 4 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: EDV

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Valuation Measures Data as of: --

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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)

194 + investors

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

Top 25 institutional holders of EDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fluent Financial, LLC 12.53% 530,398 $34.2M
2 CAPITAL CITY TRUST CO/FL 9.85% 663,656 $43.1M
3 CLEAR INVESTMENT RESEARCH, LLC 8.19% 80,608 $5.2M
4 Valtinson Bruner Financial Planning LLC 5.90% 330,722 $21.5M
5 One Wealth Map LLC 5.43% 181,690 $11.5M
6 Diesslin Group, Inc. 4.11% 140,603 $9.1M
7 Sellwood Investment Partners LLC 2.92% 113,998 $7.4M
8 Englebert Financial Advisers, LLC 1.99% 26,981 $1.8M
9 Fermata Advisors, LLC 1.40% 95,437 $6.2M
10 Harpswell Capital Advisors, LLC 1.29% 26,689 $1.7M
11 Conrad Siegel Investment Advisors, Inc. 1.27% 108,576 $7.1M
12 Beacon Capital Management, Inc. 1.26% 345,833 $22.5M
13 RETIREMENT FINANCIAL SOLUTIONS, LLC 1.26% 67,942 $4.4M
14 Rareview Capital LLC 1.20% 30,354 $2.0M
15 SBI Securities Co., Ltd. 1.03% 578,783 $37.6M
16 HANTZ FINANCIAL SERVICES, INC. 0.90% 907,055 $59K
17 NBT BANK N A /NY 0.82% 191,595 $12.4M
18 Signet Private Wealth LLC 0.75% 12,064 $784K
19 Beverly Hills Private Wealth, LLC 0.72% 66,577 $4.3M
20 Decker Retirement Planning Inc. 0.68% 23,174 $1.5M
21 GREENBERG FINANCIAL GROUP 0.59% 21,897 $1.4M
22 RHS Financial, LLC 0.43% 13,919 $904K
23 Johnson & White Wealth Management, LLC 0.40% 14,382 $934K
24 Avise Financial Cooperative, Inc. 0.33% 6,080 $395K
25 Worth Asset Management, LLC 0.27% 10,961 $712K
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 WORLD FD (EDV)

What does the Smart Money Trend signal show for EDV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EDV 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 EDV?

More buyers than sellers — 61% buying: Last quarter: 117 funds were net buyers (52 opened a brand new position + 65 added to an existing one). Only 76 were sellers (52 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDV holders?

Strong quality — 29% AUM from major funds: 16 of 189 holders rank in the top 100 by AUM, accounting for 29% 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 EDV?

40% of holders stayed for 2+ years: 75 out of 189 hedge funds have held EDV 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.