Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (MGK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — MGK

Based on 948 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MGK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
948 hedge funds hold MGK 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
+146 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.
🟡

Slight buying edge — 50% buying

421 buying422 selling
Last quarter: 421 funds bought or added vs 422 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.
⚠️

Fewer new buyers each quarter (-50 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 110 → 105 → 138 → 88. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 20% new
548 out of 948 hedge funds have held MGK 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.
➡️

Steady discovery — ~88 new funds/quarter

70 → 110 → 105 → 138 → 88 new funds/Q
New funds entering each quarter: 110 → 105 → 138 → 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 954 holders: 548 (57%) are 2+ year veterans, 165 entered 1–2 years ago, and 241 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
32 of 947 holders rank in the top 100 by AUM, accounting for 28% 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 — MGK

In 2026 Q1, 421 hedge funds were net buyers of MGK (88 opened a new position, 333 added to an existing one), while 422 reduced or exited (317 trimmed, 105 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 28% of total institutional value in MGK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 948.

Hedge Fund Ownership: MGK

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

Market Analysis: MGK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGK

-- --

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

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

Signal Freshness measures how much MGK has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 76d ago
MGK
+18.2%
SPY
+14.1%

MGK outperformed SPY by +4.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
MGK
-1.9%
SPY
+0.3%

Since the filing became public, MGK outperformed SPY by -2.2% .

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.

34 top-rated funds 36 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: MGK
935 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 935 965 -3.11%
13F Shares 40M 41M -3.69%
Total Value $14.45B $17.09B -15.47%
New Positions 83 138 -55
Increased Positions 331 323 +8
Closed Positions 113 63 +50
Reduced Positions 312 301 +11
Total Calls 3 4 -25.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: MGK

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 Q1)

935 + investors

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

QUARTER:
Top 25 MGK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cassaday & Co Wealth Management LLC 29.11% 3,719,368 $1.37B
2 Erickson Financial Group, LLC 17.04% 74,021 $27.2M
3 Amara Financial, LLC. 15.86% 62,600 $23.0M
4 Zeit Capital LLC 13.58% 55,241 $20.3M
5 Praetorian Wealth Management, Inc. 12.28% 168,397 $64.6M
6 Angeles Wealth Management, LLC 11.42% 571,184 $209.9M
7 Investment Insight Wealth Management, LLC 10.78% 27,211 $10.0M
8 Portfolio Strategies, Inc. 10.67% 234,679 $86.5M
9 Sherman Wealth Management LLC 10.18% 32,262 $11.9M
10 Blackston Financial Advisory Group, LLC 10.16% 44,115 $16.2M
11 FC Advisory LLC 10.01% 93,265 $34.3M
12 IFC Advisors LLC 9.86% 187,508 $68.9M
13 BHK Investment Advisors, LLC 9.63% 78,444 $28.8M
14 Beacon Capital Management, LLC 8.78% 135,363 $49.7M
15 Clarus Wealth Advisors 8.73% 54,724 $20.5M
16 Gratus Wealth Advisors, LLC 8.64% 162,614 $59.8M
17 ETF Portfolio Partners, Inc. 8.62% 89,305 $32.8M
18 Black Diamond Financial, LLC 8.36% 208,474 $76.6M
19 Petredis Investment Advisors LLC 8.27% 275,168 $101.1M
20 Clifford Group, LLC 8.25% 29,165 $10.7M
21 Randall & Associates Wealth Management 8.22% 33,191 $12.2M
22 Wells Financial Advisors INC 8.02% 4,800 $1.8M
23 Leelyn Smith, LLC 7.83% 152,036 $55.9M
24 FSC Wealth Advisors, LLC 7.52% 1,072 $394K
25 Bernardo Wealth Planning LLC 7.48% 103,956 $38.2M
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 World Fd (MGK)

What does the Smart Money Trend signal show for MGK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MGK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MGK?

Slight buying edge — 50% buying: Last quarter: 421 funds bought or added vs 422 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 MGK holders?

Strong quality — 28% AUM from major funds: 32 of 947 holders rank in the top 100 by AUM, accounting for 28% 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 MGK?

58% of holders stayed for 2+ years: 548 out of 948 hedge funds have held MGK 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 (MGK) following the 2026 Q1 hedge fund 13F filings?

As of today, MGK has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), MGK has gained +18.2% vs +14.1% 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 →