Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (ESGV)

712 + 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
↑ +45
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — ESGV

Based on 719 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 ESGV 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
719 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 — +18% more funds vs a year ago

fund count last 6Q
+108 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

352 buying234 selling
Last quarter: 352 funds were net buyers (88 opened a brand new position + 264 added to an existing one). Only 234 were sellers (191 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+43 vs last Q)

new funds entering per quarter
Funds opening a new ESGV position: 60 → 85 → 45 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
409 out of 719 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.
💰

Value +20% but shares only +1% — price-driven

Value
+20%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~88 new funds/quarter

74 → 60 → 85 → 45 → 88 new funds/Q
New funds entering each quarter: 60 → 85 → 45 → 88. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 25% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 719 holders: 412 (57%) are 2+ year veterans, 124 entered 1–2 years ago, and 183 (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
27 of 718 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 Q2, 352 hedge funds were net buyers of ESGV (88 opened a new position, 264 added to an existing one), while 234 reduced or exited (191 trimmed, 43 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 25% of total institutional value in ESGV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 719.

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 Q3 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 September 30, 2026 · 36d ago
ESGV
-4.6%
SPY
+0.5%

ESGV outperformed SPY by -5.1% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -9d ago
ESGV
+0.0%
SPY
+0.0%

Since the filing became public, ESGV outperformed SPY by +0.0% .

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.

12 top-rated funds 17 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ESGV
2026 Q3 Stats Unlock in 14 days 712 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 712 674 5.64%
13F Shares 28M 27M 1.35%
Total Value $3.48B $2.90B 19.92%
New Positions 86 45 +41
Increased Positions 264 270 -6
Closed Positions 47 54 -7
Reduced Positions 190 189 +1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGV

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

712 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Visa Foundation 93.46% 1,097,235 $145.1M
2 Stanich Group LLC 45.91% 551,409 $72.9M
3 Platt Investment Counsel, LLC 30.91% 348,831 $46.1M
4 IMPACTfolio, LLC 24.87% 499,439 $66.0M
5 Sellwood Investment Partners LLC 14.66% 314,328 $41.6M
6 Silver Oak Wealth Advisors Services, LLC 11.49% 145,129 $19.2M
7 Harpswell Capital Advisors, LLC 10.99% 129,450 $17.1M
8 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 7.39% 289,370 $38.3M
9 Farrell Financial LLC 7.01% 98,026 $13.0M
10 Cedar Wealth Management, LLC 6.87% 202,193 $26.7M
11 Sanchez Levi Garrett 6.61% 92,130 $12.2M
12 Verde Capital Management 6.58% 268,931 $35.6M
13 Prime Buchholz LLC 6.47% 135,621 $17.9M
14 LifeGuide Financial Advisors, LLC 6.09% 161,663 $21.4M
15 New Covenant Trust Company, N.A. 5.73% 57,492 $7.6M
16 Pearl Planning LLC 3.69% 60,619 $8.0M
17 Crewe Advisors LLC 3.49% 364,656 $48.2M
18 Atlantic Private Wealth, LLC 3.26% 40,214 $5.3M
19 Regatta Capital Group, LLC 2.91% 163,717 $21.6M
20 IMA Advisory Services, Inc. 2.89% 349,458 $46.2M
21 Mallini Complete Financial Planning LLC 2.75% 29,154 $3.9M
22 Soundwatch Capital LLC 2.66% 181,428 $24.0M
23 Human Investing LLC 2.48% 151,472 $17.0M
24 Fairlight Advisors 2.32% 21,520 $2.8M
25 Hamrick Investment Counsel, llc 2.29% 26,080 $3.4M
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

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Frequently Asked Questions — Vanguard World Fd (ESGV)

What does the Smart Money Trend signal show for ESGV?

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

More buyers than sellers — 60% buying: Last quarter: 352 funds were net buyers (88 opened a brand new position + 264 added to an existing one). Only 234 were sellers (191 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ESGV holders?

Strong quality — 25% AUM from major funds: 27 of 718 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: 409 out of 719 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 Q3 hedge fund 13F filings?

As of today, ESGV has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ESGV has gained -4.6% vs +0.5% 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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