Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (MGK)

1K + 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
↑ +69
Streak
1Q ▲
Buyers last Q
92%

Smart Money Signals — MGK

Based on 1018 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 MGK 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
1,018 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 — +20% more funds vs a year ago

fund count last 6Q
+172 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 92% buying

983 buying84 selling
Last quarter: 983 funds were net buyers (129 opened a brand new position + 854 added to an existing one). Only 84 were sellers (24 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new MGK position: 105 → 139 → 88 → 129. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
576 out of 1,018 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.
💎

Buying through price weakness — shares +405%, value +20%

Value
+19%
Shares
+405%
Last quarter: funds added +405% more shares while total portfolio value only changed +20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~129 new funds/quarter

111 → 105 → 139 → 88 → 129 new funds/Q
New funds entering each quarter: 105 → 139 → 88 → 129. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 24% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 24% new
Entry-cohort mix of 1,025 holders: 609 (59%) are 2+ year veterans, 166 entered 1–2 years ago, and 250 (24%) 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
39 of 1018 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.
3.7
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.

Institutional Sentiment Summary — MGK

In 2026 Q2, 983 hedge funds were net buyers of MGK (129 opened a new position, 854 added to an existing one), while 84 reduced or exited (24 trimmed, 60 sold completely) — a 92% buyer ratio, indicating clear institutional accumulation. 28% of total institutional value in MGK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +69 funds (more new holders than closures). Total institutional holders: 1018.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 36 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: MGK
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1012 949 6.64%
13F Shares 202M 40M 405.41%
Total Value $17.37B $14.51B 19.67%
New Positions 128 88 +40
Increased Positions 850 332 +518
Closed Positions 65 105 -40
Reduced Positions 19 316 -297
Total Calls 3 3 -
Total Puts 4 4 -
PUT/CALL Ratio 1.33 1.33 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 Q2)

1K + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cassaday & Co Wealth Management LLC 31.09% 18,830,638 $1.66B
2 Amara Financial, LLC. 16.62% 316,007 $27.8M
3 Erickson Financial Group, LLC 15.10% 320,460 $28.2M
4 Zeit Capital LLC 14.75% 278,413 $24.5M
5 Praetorian Wealth Management, Inc. 12.97% 855,232 $75.2M
6 Randall & Associates Wealth Management 11.82% 217,296 $19.1M
7 Angeles Wealth Management, LLC 11.52% 2,869,561 $252.3M
8 Investment Insight Wealth Management, LLC 11.08% 145,446 $12.8M
9 FC Advisory LLC 10.69% 459,040 $40.4M
10 Blackston Financial Advisory Group, LLC 10.68% 215,599 $19.0M
11 Sherman Wealth Management LLC 10.57% 159,743 $14.0M
12 IFC Advisors LLC 10.47% 938,049 $82.5M
13 BHK Investment Advisors, LLC 10.27% 391,052 $34.4M
14 Portfolio Strategies, Inc. 10.14% 1,176,248 $103.4M
15 Mars Jewett Financial Group, INC. 9.86% 554,130 $48.7M
16 ETF Portfolio Partners, Inc. 9.20% 440,043 $38.7M
17 Gratus Wealth Advisors, LLC 9.15% 817,879 $71.9M
18 Black Diamond Financial, LLC 8.50% 1,096,819 $96.4M
19 Leelyn Smith, LLC 8.48% 793,605 $69.8M
20 Petredis Investment Advisors LLC 8.12% 1,371,662 $120.6M
21 Clifford Group, LLC 8.05% 132,415 $11.6M
22 Waystone Advisors LLC 7.52% 114,718 $10.1M
23 Cedar Point Capital Partners, LLC 7.45% 147,385 $13.0M
24 Bernardo Wealth Planning LLC 7.37% 490,460 $43.1M
25 R2 Capital Strategies, LLC 6.95% 174,485 $15.3M
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 World Fd (MGK)

What does the Smart Money Trend signal show for MGK?

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

More buyers than sellers — 92% buying: Last quarter: 983 funds were net buyers (129 opened a brand new position + 854 added to an existing one). Only 84 were sellers (24 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MGK holders?

Strong quality — 28% AUM from major funds: 39 of 1018 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?

57% of holders stayed for 2+ years: 576 out of 1,018 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.

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 →