VANGUARD WORLD FD (MGC): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

VANGUARD WORLD FD (MGC)

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

Smart Money Signals — MGC

Based on 483 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, 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

483 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 — +17% more funds vs a year ago

fund count last 6Q

+69 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 — 55% buying

224 buying185 selling

Last quarter: 224 funds bought or added vs 185 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 (+14 vs last Q)

new funds entering per quarter

Funds opening a new MGC position: 39 → 43 → 48 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new

281 out of 483 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.

📈

Growing discovery — still being found

46 → 39 → 43 → 48 → 62 new funds/Q

New funds entering each quarter: 39 → 43 → 48 → 62. A growing number of institutions are discovering MGC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 17% 1-2yr ■ 24% new

Of 484 current holders: 286 (59%) 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.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

21 of 483 holders are among the 100 largest funds by AUM, controlling 48% 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	484	452	7.08%
13F Shares	22M	18M	19.52%
Total Value	$5.47B	$4.46B	22.62%
New Positions	62	48	+14
Increased Positions	165	167	-2
Closed Positions	30	31	-1
Reduced Positions	155	126	+29
Total Calls	3	2	50.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

484

452

7.08%

13F Shares

22M

18M

19.52%

Total Value

$5.47B

$4.46B

22.62%

New Positions

+14

Increased Positions

165

167

-2

Closed Positions

-1

Reduced Positions

155

126

+29

Total Calls

50.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

484 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of MGC — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Investment Planning Advisors, Inc.	9.89%	151,958	$35.9M
2	Blackston Financial Advisory Group, LLC	6.02%	40,657	$9.6M
3	Colorado Capital Management, Inc.	5.24%	59,521	$14K
4	Verus Financial Partners, Inc.	4.64%	201,789	$51.7M
5	CABANA LLC	4.49%	2,417	$572K
6	FSA WEALTH PARTNERS, INC.	4.47%	39,735	$9.4M
7	Praetorian Wealth Management, Inc.	4.34%	92,902	$22.8M
8	FIDUCIARY ADVISORS, INC.	4.25%	23,904	$5.6M
9	RETIREMENT FINANCIAL SOLUTIONS, LLC	3.19%	47,241	$11.2M
10	TriaGen Wealth Management LLC	3.10%	48,088	$11.4M
11	STEPH & CO	2.98%	44,202	$10.4M
12	McClarren Financial Advisors, Inc.	2.26%	16,133	$3.8M
13	Systelligence, LLC	2.06%	44,917	$10.6M
14	Capital Advantage, Inc.	1.82%	59,014	$13.9M
15	FDx Advisors, Inc.	1.77%	23,506	$6K
16	HILLTOP WEALTH ADVISORS, LLC	1.67%	11,818	$2.8M
17	USAdvisors Wealth Management, LLC	1.54%	20,182	$5K
18	BEACON FINANCIAL GROUP	1.52%	60,734	$15.3M
19	SCHMIDT P J INVESTMENT MANAGEMENT INC	1.50%	37,786	$8.9M
20	Physician Wealth Advisors, Inc.	1.47%	44,727	$10.6M
21	David Kennon Inc	1.38%	16,333	$3.9M
22	Financial Freedom, LLC	1.19%	10,119	$2.4M
23	HF Advisory Group, LLC	1.10%	13,633	$3.2M
24	Baker Ellis Asset Management LLC	1.00%	35,526	$8.4M
25	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	0.98%	6,310	$1.5M

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 — 11 quarters in a row: For 11 consecutive quarters, 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 — 55% buying: Last quarter: 224 funds bought or added vs 185 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 — 48% AUM from top-100 funds: 21 of 483 holders are among the 100 largest funds by AUM, controlling 48% 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?

58% of holders stayed for 2+ years: 281 out of 483 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.

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.

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VANGUARD WORLD FD (MGC)

Smart Money Signals — MGC

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+14 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 59% of holders stayed 2+ years

Elite ownership — 48% AUM from top-100 funds

Hedge Fund Ownership: MGC

Market Analysis: MGC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MGC

Hedge Fund Positioning: MGC

Statistics: MGC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — VANGUARD WORLD FD (MGC)

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