Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (EDV)

191 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — EDV

Based on 193 hedge funds · latest filing: 2026 Q2 · 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 (97% of max)

97% of all-time peak
193 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 — +10% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

100 buying106 selling
Last quarter: 106 funds reduced or exited vs 100 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new EDV position: 24 → 55 → 30 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 23% new
88 out of 193 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 — ~42 new funds/quarter

31 → 24 → 55 → 30 → 42 new funds/Q
New funds entering each quarter: 24 → 55 → 30 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 26% newcomers

■ 51% veterans ■ 23% 1-2yr ■ 26% new
Entry-cohort mix of 198 holders: 101 (51%) are 2+ year veterans, 45 entered 1–2 years ago, and 52 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
24 of 191 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.
3.6
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 — EDV

In 2026 Q2, 100 hedge funds were net buyers of EDV (42 opened a new position, 58 added to an existing one), while 106 reduced or exited (71 trimmed, 35 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in EDV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 193.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 7 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: EDV
191 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 191 186 2.69%
13F Shares 17M 18M -8.59%
Total Value $1.03B $1.11B -7.18%
New Positions 42 30 +12
Increased Positions 57 54 +3
Closed Positions 35 43 -8
Reduced Positions 69 73 -4
Total Calls 3 4 -25.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: EDV

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Institutional Holders (2026 Q2)

191 + investors

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

QUARTER:
Top 25 EDV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital City Trust Co/Fl 10.32% 764,715 $49.8M
2 Clear Investment Research, LLC 8.13% 80,291 $5.2M
3 Cadence Wealth Management LLC 8.03% 275,654 $17.9M
4 Professional Financial Management, Inc. 8.00% 121,134 $7.9M
5 One Wealth Map LLC 6.05% 221,145 $13.3M
6 Fluent Financial, LLC 5.91% 254,318 $16.6M
7 Valtinson Bruner Financial Planning LLC 5.47% 335,469 $21.8M
8 Midland Wealth Advisors, LLC 4.97% 1,624,765 $105.7M
9 Retirement Financial Solutions, LLC 3.53% 220,523 $14.4M
10 Sellwood Investment Partners LLC 2.95% 128,316 $8.4M
11 Sankala Group LLC 2.64% 67,078 $4.0M
12 Causey Wealth LLC 2.35% 92,337 $6.0M
13 Englebert Financial Advisers, LLC 1.51% 23,579 $1.5M
14 Fermata Advisors, LLC 1.07% 81,037 $5.3M
15 Beverly Hills Private Wealth, LLC 0.99% 79,468 $5.2M
16 Lifetime Wealth Management P.C. 0.90% 23,637 $1.5M
17 Rareview Capital LLC 0.71% 18,894 $1.3M
18 Institute for Wealth Management, LLC. 0.70% 122,588 $8.0M
19 SBI Securities Co., Ltd. 0.69% 463,578 $30.2M
20 Decker Retirement Planning Inc. 0.63% 28,575 $1.9M
21 Nbt Bank, N.A. 0.55% 126,670 $8.2M
22 Rwa Wealth Partners, LLC 0.55% 875,815 $57.0M
23 Richmond Brothers, Inc. 0.54% 15,897 $1.0M
24 First Commonwealth Financial Corp /Pa/ 0.51% 56,444 $3.7M
25 Greenberg Financial Group 0.49% 20,296 $1.3M
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 sellers than buyers — 49% buying: Last quarter: 106 funds reduced or exited vs 100 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EDV holders?

Strong quality — 38% AUM from major funds: 24 of 191 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 EDV?

46% of holders stayed for 2+ years: 88 out of 193 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.

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