Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (EDV)

186 + 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
↓ -12
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — EDV

Based on 186 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EDV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
186 funds currently hold this stock — 94% of the 3.0-year high of 198 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EDV is almost the same as a year ago (-6 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

84 buying116 selling
Last quarter: 116 funds reduced or exited vs 84 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.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 24 → 55 → 30. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 25% new
77 out of 186 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.
🚀

Acceleration phase — new buyers rushing in

50 → 30 → 24 → 55 → 30 new funds/Q
New funds entering each quarter: 30 → 24 → 55 → 30. 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 — 50% veterans vs 29% newcomers

■ 50% veterans ■ 21% 1-2yr ■ 29% new
Entry-cohort mix of 191 holders: 95 (50%) are 2+ year veterans, 41 entered 1–2 years ago, and 55 (29%) 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
20 of 183 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 84 hedge funds were net buyers of EDV (30 opened a new position, 54 added to an existing one), while 116 reduced or exited (74 trimmed, 42 sold completely) — a 42% 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: -12 funds (more exits than new entries). Total institutional holders: 186.

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.

Is It Too Late to Buy Vanguard World Fd (EDV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EDV 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
EDV
nan%
SPY
+15.1%

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

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

Since the filing became public, EDV 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.

5 top-rated funds 6 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: EDV
186 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 186 198 -6.06%
13F Shares 18M 19M -2.7%
Total Value $1.11B $1.23B -9.55%
New Positions 30 55 -25
Increased Positions 54 65 -11
Closed Positions 42 24 +18
Reduced Positions 73 53 +20
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: EDV

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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)

186 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fluent Financial, LLC 12.53% 530,398 $34.2M
2 Cadence Wealth Management LLC 10.39% 383,603 $24.9M
3 Capital City Trust Co/Fl 9.85% 663,656 $43.1M
4 Clear Investment Research, LLC 8.19% 80,608 $5.2M
5 Professional Financial Management, Inc. 7.76% 105,283 $6.8M
6 North Ridge Wealth Advisors, Inc. 6.15% 168,157 $10.9M
7 Valtinson Bruner Financial Planning LLC 5.90% 330,722 $21.5M
8 One Wealth Map LLC 5.43% 181,690 $11.5M
9 Midland Wealth Advisors, LLC 4.83% 1,443,025 $93.7M
10 Diesslin Group, Inc. 4.11% 140,603 $9.1M
11 Causey Wealth LLC 3.73% 117,634 $7.6M
12 Sellwood Investment Partners LLC 2.92% 113,998 $7.4M
13 Englebert Financial Advisers, LLC 1.99% 26,981 $1.8M
14 Fermata Advisors, LLC 1.40% 95,437 $6.2M
15 Harpswell Capital Advisors, LLC 1.29% 26,689 $1.7M
16 Richmond Brothers, Inc. 1.29% 29,829 $1.9M
17 Conrad Siegel Investment Advisors, Inc. 1.27% 108,576 $7.1M
18 Beacon Capital Management, Inc. 1.26% 345,833 $22.5M
19 Retirement Financial Solutions, LLC 1.26% 67,942 $4.4M
20 Rareview Capital LLC 1.20% 30,354 $2.0M
21 SBI Securities Co., Ltd. 1.03% 578,783 $37.6M
22 Lifetime Wealth Management P.C. 0.85% 22,890 $1.5M
23 Nbt Bank N A /Ny 0.82% 191,595 $12.4M
24 Signet Private Wealth LLC 0.75% 12,064 $784K
25 Beverly Hills Private Wealth, LLC 0.72% 66,577 $4.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EDV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EDV?

More sellers than buyers — 42% buying: Last quarter: 116 funds reduced or exited vs 84 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: 20 of 183 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?

41% of holders stayed for 2+ years: 77 out of 186 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.

Is it too late to buy Vanguard World Fd (EDV) following the 2026 Q1 hedge fund 13F filings?

As of today, EDV 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), EDV 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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