Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD ADMIRAL FDS INC (IVOV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
9Q ▲
Buyers last Q
59%

Smart Money Signals — IVOV

Based on 150 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added IVOV 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
150 hedge funds hold IVOV 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 — +15% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

68 buying47 selling
Last quarter: 68 funds bought or added vs 47 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 — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 17 → 16 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 29% medium 19% new
78 out of 150 hedge funds have held IVOV 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.
📈

Growing discovery — still being found

15 → 14 → 17 → 16 → 20 new funds/Q
New funds entering each quarter: 14 → 17 → 16 → 20. A growing number of institutions are discovering IVOV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 21% 1-2yr 26% new
Of 150 current holders: 80 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
16 of 150 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: IVOV

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

Market Analysis: IVOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVOV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: IVOV
2026 Q1 Stats Unlock in 22 days 150 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 150 145 3.45%
13F Shares 6M 5M 3.47%
Total Value $571M $552M 3.47%
New Positions 20 16 +4
Increased Positions 48 35 +13
Closed Positions 15 14 +1
Reduced Positions 32 41 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVOV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

150 + investors

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

Top 25 institutional holders of IVOV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trust Point Inc. 5.68% 641,623 $65.4M
2 Stordahl Capital Management, Inc. 3.66% 174,434 $17.8M
3 ROCKLAND TRUST CO 3.33% 815,334 $83.1M
4 Avior Wealth Management, LLC 0.46% 158,534 $16.2M
5 Fortitude Family Office, LLC 0.30% 13,160 $1.3M
6 Atlas Brown,Inc. 0.14% 4,591 $468K
7 Ifrah Financial Services, Inc. 0.11% 4,140 $422K
8 Naviter Wealth, LLC 0.09% 6,851 $698K
9 Hobart Private Capital, LLC 0.08% 3,756 $383K
10 Redhawk Wealth Advisors, Inc. 0.06% 4,943 $504K
11 IFG Advisors, LLC 0.05% 2,770 $282K
12 Founders Capital Management 0.04% 770 $79K
13 Composition Wealth, LLC 0.03% 24,933 $2.5M
14 Octavia Wealth Advisors, LLC 0.03% 2,787 $284K
15 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.02% 2,860 $292K
16 GHP Investment Advisors, Inc. 0.02% 4,708 $480K
17 Hanson & Doremus Investment Management 0.02% 1,504
18 Pinnacle Bancorp, Inc. 0.02% 572 $58K
19 FIFTH THIRD SECURITIES, INC. 0.01% 2,243 $229K
20 Glass Jacobson Investment Advisors llc 0.01% 394 $40K
21 Spire Wealth Management 0.01% 3,118 $318K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 73,193 $7.5M
23 NorthAvenue LLC 0.01% 118 $12K
24 U.S. Capital Wealth Advisors, LLC 0.01% 2,980 $304K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 31,742 $3.3M
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 ADMIRAL FDS INC (IVOV)

What does the Smart Money Trend signal show for IVOV?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added IVOV 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 IVOV?

Slight buying edge — 59% buying: Last quarter: 68 funds bought or added vs 47 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 IVOV holders?

Smaller funds dominant — 18% AUM from top-100: 16 of 150 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVOV?

52% of holders stayed for 2+ years: 78 out of 150 hedge funds have held IVOV 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.