Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (MGC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — MGC

Based on 529 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 MGC 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
529 hedge funds hold MGC 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 — +14% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

214 buying217 selling
Last quarter: 214 funds bought or added vs 217 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.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new MGC position: 54 → 73 → 37 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
322 out of 529 hedge funds have held MGC 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.
💰

Price up while funds trimmed (+14% value, -1% shares)

Value
+14%
Shares
-1%
Last quarter: total value of institutional MGC holdings rose +14% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

47 → 54 → 73 → 37 → 59 new funds/Q
New funds entering each quarter: 54 → 73 → 37 → 59. MGC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 530 holders: 344 (65%) are 2+ year veterans, 67 entered 1–2 years ago, and 119 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
28 of 527 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in MGC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — MGC

In 2026 Q2, 214 hedge funds were net buyers of MGC (59 opened a new position, 155 added to an existing one), while 217 reduced or exited (184 trimmed, 33 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 47% of total institutional value in MGC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 529.

Hedge Fund Ownership: MGC

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

Market Analysis: MGC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGC

-- --

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

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

Signal Freshness measures how much MGC has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 88d ago
MGC
+4.6%
SPY
+5.8%

MGC outperformed SPY by -1.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 43d ago
MGC
+0.7%
SPY
+1.6%

Since the filing became public, MGC outperformed SPY by -0.9% .

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.

9 top-rated funds 10 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: MGC
526 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 526 503 4.57%
13F Shares 19M 19M -1.0%
Total Value $5.08B $4.45B 14.14%
New Positions 58 37 +21
Increased Positions 153 162 -9
Closed Positions 33 60 -27
Reduced Positions 185 176 +9
Total Calls 3 3 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MGC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

526 + investors

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

QUARTER:
Top 25 MGC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Piedmont Capital Management, LLC 14.99% 108,485 $29.7M
2 Summit Wealth & Retirement Planning, INC. 12.59% 217,223 $59.4M
3 Blackston Financial Advisory Group, LLC 6.14% 39,781 $10.9M
4 Procyon Advisors, LLC 5.21% 441,124 $120.7M
5 Leavell Investment Management, INC. 5.07% 507,282 $138.8M
6 VSM Wealth Advisory, LLC 5.06% 69,643 $19.1M
7 Cabana LLC 5.00% 2,424 $664K
8 Verus Financial Partners, Inc. 4.72% 201,543 $55.1M
9 Praetorian Wealth Management, Inc. 4.47% 94,598 $25.9M
10 Mosley Wealth Management 4.41% 50,608 $13.8M
11 Fiduciary Advisors, INC. 4.38% 23,769 $6.5M
12 Black Diamond Financial, LLC 3.62% 149,997 $41.0M
13 Retirement Financial Solutions, LLC 3.39% 50,416 $13.8M
14 Independent Wealth Advisors LLC 3.31% 13,357 $3.7M
15 TriaGen Wealth Management LLC 3.29% 48,100 $13.2M
16 Cornerstone Financial Management LLC 3.19% 14,553 $4.0M
17 Steph & Co 3.14% 45,326 $12.4M
18 Win Advisors, Inc 3.11% 31,891 $8.7M
19 Fsa Wealth Partners, INC. 2.80% 40,819 $11.2M
20 ProVise Management Group, LLC 2.55% 139,081 $38.1M
21 McClarren Financial Advisors, Inc. 2.23% 15,774 $4.3M
22 Retirement Capital Strategies 2.13% 22,409 $6.1M
23 Capital Advantage, Inc. 1.97% 58,934 $16.1M
24 Endeavor Private Wealth, INC. 1.74% 26,113 $7.1M
25 Flagship Wealth Advisors, LLC 1.73% 28,169 $7.7M
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 (MGC)

What does the Smart Money Trend signal show for MGC?

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

Slight buying edge — 50% buying: Last quarter: 214 funds bought or added vs 217 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 MGC holders?

Elite ownership — 47% AUM from top-100 funds: 28 of 527 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in MGC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MGC?

61% of holders stayed for 2+ years: 322 out of 529 hedge funds have held MGC 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 (MGC) following the 2026 Q2 hedge fund 13F filings?

As of today, MGC has moved +0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), MGC has gained +4.6% vs +5.8% 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.

Full history →