Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (ESGV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — ESGV

Based on 674 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 ESGV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
674 hedge funds hold ESGV 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 — +17% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

315 buying242 selling
Last quarter: 315 funds bought or added vs 242 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 (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 73 → 60 → 85 → 45. 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.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 26% medium ■ 18% new
381 out of 674 hedge funds have held ESGV 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 — ~45 new funds/quarter

55 → 73 → 60 → 85 → 45 new funds/Q
New funds entering each quarter: 73 → 60 → 85 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 25% newcomers

■ 57% veterans ■ 18% 1-2yr ■ 25% new
Entry-cohort mix of 674 holders: 385 (57%) are 2+ year veterans, 120 entered 1–2 years ago, and 169 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
23 of 674 holders rank in the top 100 by AUM, accounting for 25% 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 — ESGV

In 2026 Q1, 315 hedge funds were net buyers of ESGV (45 opened a new position, 270 added to an existing one), while 242 reduced or exited (189 trimmed, 53 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 25% of total institutional value in ESGV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 674.

Hedge Fund Ownership: ESGV

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

Market Analysis: ESGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESGV

-- --

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

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

Signal Freshness measures how much ESGV 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 · 79d ago
ESGV
+16.5%
SPY
+13.9%

ESGV outperformed SPY by +2.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ESGV
+0.7%
SPY
+0.2%

Since the filing became public, ESGV outperformed SPY by +0.5% .

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.

18 top-rated funds 15 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ESGV
671 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 671 682 -1.61%
13F Shares 27M 31M -12.23%
Total Value $2.90B $3.77B -23.0%
New Positions 44 85 -41
Increased Positions 270 240 +30
Closed Positions 55 37 +18
Reduced Positions 189 195 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

671 + investors

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

QUARTER:
Top 25 ESGV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Visa Foundation 100.00% 1,172,735 $131.7M
2 Stanich Group LLC 45.15% 527,621 $59.2M
3 Platt Investment Counsel, LLC 30.01% 347,214 $39.0M
4 IMPACTfolio, LLC 23.84% 499,729 $56.1M
5 Sellwood Investment Partners LLC 14.84% 335,411 $37.7M
6 Verde Capital Management 14.58% 607,144 $68.2M
7 Silver Oak Wealth Advisors Services, LLC 10.80% 148,097 $16.6M
8 Harpswell Capital Advisors, LLC 10.75% 128,550 $14.4M
9 New Covenant Trust Company, N.A. 6.87% 68,571 $7.7M
10 Farrell Financial LLC 6.62% 98,723 $11.1M
11 Cedar Wealth Management, LLC 6.61% 202,272 $22.7M
12 Sanchez Levi Garrett 6.40% 90,921 $10.2M
13 Leo Wealth, LLC 5.65% 692,530 $77.8M
14 LifeGuide Financial Advisors, LLC 5.59% 155,652 $17.5M
15 Prime Buchholz LLC 5.44% 92,675 $10.4M
16 Pearl Planning LLC 3.52% 58,628 $6.6M
17 Crewe Advisors LLC 3.49% 364,577 $40.9M
18 Atlantic Private Wealth, LLC 3.16% 43,089 $4.8M
19 IMA Advisory Services, Inc. 2.99% 272,951 $30.6M
20 Regatta Capital Group, LLC 2.73% 160,397 $18.0M
21 Mallini Complete Financial Planning LLC 2.61% 29,379 $3.3M
22 Human Investing LLC 2.48% 151,472 $17.0M
23 Hamrick Investment Counsel, llc 2.34% 25,972 $3.1M
24 McClarren Financial Advisors, Inc. 2.28% 34,352 $3.9M
25 Davis Wealth Advisors, LLC 2.01% 21,556 $2.4M
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 (ESGV)

What does the Smart Money Trend signal show for ESGV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ESGV 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 ESGV?

Slight buying edge — 57% buying: Last quarter: 315 funds bought or added vs 242 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 ESGV holders?

Strong quality — 25% AUM from major funds: 23 of 674 holders rank in the top 100 by AUM, accounting for 25% 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 ESGV?

57% of holders stayed for 2+ years: 381 out of 674 hedge funds have held ESGV 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 (ESGV) following the 2026 Q1 hedge fund 13F filings?

As of today, ESGV has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), ESGV has gained +16.5% vs +13.9% 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.

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