Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Admiral Fds Inc (IVOG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — IVOG

Based on 190 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IVOG 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
190 hedge funds hold IVOG 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.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

81 buying64 selling
Last quarter: 81 funds bought or added vs 64 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.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 30 → 23 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 20% new
95 out of 190 hedge funds have held IVOG 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 +23% but shares only +5% — price-driven

Value
+22%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +5%. 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 — ~27 new funds/quarter

23 → 22 → 30 → 23 → 27 new funds/Q
New funds entering each quarter: 22 → 30 → 23 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 28% newcomers

■ 52% veterans ■ 20% 1-2yr ■ 28% new
Entry-cohort mix of 190 holders: 99 (52%) are 2+ year veterans, 38 entered 1–2 years ago, and 53 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
23 of 190 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IVOG

In 2026 Q2, 81 hedge funds were net buyers of IVOG (27 opened a new position, 54 added to an existing one), while 64 reduced or exited (50 trimmed, 14 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in IVOG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 190.

Hedge Fund Ownership: IVOG

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

Market Analysis: IVOG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVOG

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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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IVOG
189 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 189 177 6.78%
13F Shares 5M 5M 4.85%
Total Value $775M $632M 22.58%
New Positions 26 23 +3
Increased Positions 54 55 -1
Closed Positions 14 15 -1
Reduced Positions 50 37 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVOG

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Institutional Holders (2026 Q2)

189 + investors

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

QUARTER:
Top 25 IVOG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stephen J. Garry & Associates, LLC 3.97% 37,208 $5.4M
2 Stordahl Capital Management, Inc. 3.91% 146,074 $21.4M
3 Balanced Wealth Group LLC 3.06% 66,125 $9.7M
4 Clark Financial Services Group Inc /Bd 2.45% 35,410 $5.2M
5 Baron Wealth Management LLC 2.27% 59,722 $8.7M
6 Altura Wealth Advisors Inc. 2.19% 44,466 $6.5M
7 Gryphon Financial Partners LLC 2.06% 159,508 $23.3M
8 LJI Wealth Management, LLC 2.05% 100,227 $14.7M
9 Mendel Capital Management LLC 1.49% 22,611 $3.3M
10 Veratis Advisors, Inc. 1.43% 13,846 $2.0M
11 Vantagepoint Investment Advisers LLC 1.39% 1,271,271 $186.0M
12 Es4, LLC 0.93% 12,075 $1.8M
13 Drucker Wealth 3.0, LLC 0.82% 35,241 $5.2M
14 MidFirst Bank 0.39% 37,998 $5.6M
15 Goodman Financial Corp 0.33% 14,706 $2.2M
16 Integrated Capital Management, LLC 0.31% 5,930 $868K
17 Valued Retirements, Inc. 0.30% 2,266 $332K
18 Moneta Group Investment Advisors LLC 0.28% 258,164 $37.8M
19 American Financial & Tax Strategies Inc 0.27% 4,066 $595K
20 FWG Investments, LLC. 0.26% 3,382 $495K
21 Advisor Resource Council 0.22% 5,474 $789K
22 Entrewealth, LLC 0.20% 3,811 $547K
23 Jacobs Equity LLC 0.19% 1,914 $280K
24 Nova Wealth Management, Inc. 0.17% 2,151 $315K
25 Heritage Investment Group, Inc. 0.17% 8,502 $1.2M
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 Admiral Fds Inc (IVOG)

What does the Smart Money Trend signal show for IVOG?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IVOG 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 IVOG?

Slight buying edge — 56% buying: Last quarter: 81 funds bought or added vs 64 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 IVOG holders?

Strong quality — 23% AUM from major funds: 23 of 190 holders rank in the top 100 by AUM, accounting for 23% 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 IVOG?

50% of holders stayed for 2+ years: 95 out of 190 hedge funds have held IVOG 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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