Vanguard World Fd (MGV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Vanguard World Fd (MGV) following the 2026 Q2 hedge fund 13F filings?

As of today, MGV has moved -2.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (June 30, 2026), MGV gained +1.0% vs +3.3% 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.

Vanguard World Fd (MGV)

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

Smart Money Signals — MGV

Based on 604 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added MGV 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

604 hedge funds hold MGV 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.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+117 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 59% buying

299 buying211 selling

Last quarter: 299 funds bought or added vs 211 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 (+8 vs last Q)

new funds entering per quarter

Funds opening a new MGV position: 61 → 63 → 74 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 27% medium ■ 24% new

299 out of 604 hedge funds have held MGV 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

55 → 61 → 63 → 74 → 82 new funds/Q

New funds entering each quarter: 61 → 63 → 74 → 82. A growing number of institutions are discovering MGV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 53% veterans vs 29% newcomers

■ 53% veterans ■ 18% 1-2yr ■ 29% new

Entry-cohort mix of 608 holders: 322 (53%) are 2+ year veterans, 109 entered 1–2 years ago, and 177 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

27 of 604 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	600	561	6.95%
13F Shares	58M	55M	5.61%
Total Value	$9.41B	$7.91B	18.95%
New Positions	79	74	+5
Increased Positions	215	232	-17
Closed Positions	40	41	-1
Reduced Positions	172	141	+31
Total Calls	1	1	-
Total Puts	3	2	50.0%
PUT/CALL Ratio	3.0	2.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

600

561

6.95%

13F Shares

58M

55M

5.61%

Total Value

$9.41B

$7.91B

18.95%

New Positions

Increased Positions

215

232

-17

Closed Positions

-1

Reduced Positions

172

141

+31

Total Calls

Total Puts

50.0%

PUT/CALL Ratio

3.0

2.0

Bearish

Institutional Holders (2026 Q2)

600 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MGV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Zeit Capital LLC	18.71%	189,915	$31.0M
2	Braeburn Wealth Management LLC	14.85%	211,636	$34.6M
3	Integrated Capital Management, LLC	12.38%	210,222	$34.4M
4	Sheridan Capital Management, LLC	12.12%	154,080	$25.2M
5	Black Diamond Financial, LLC	10.91%	757,229	$123.8M
6	Praetorian Wealth Management, Inc.	10.70%	379,594	$62.0M
7	BHK Investment Advisors, LLC	10.70%	219,087	$35.8M
8	Graney & King, LLC	10.53%	179,184	$29.3M
9	Mars Jewett Financial Group, INC.	10.40%	314,324	$51.4M
10	Allstreet Capital Advisors LLC	8.59%	80,095	$11.6M
11	Pachira Investments Inc.	8.16%	132,385	$21.6M
12	Amara Financial, LLC.	7.76%	79,304	$13.0M
13	ETF Portfolio Partners, Inc.	6.71%	172,557	$28.2M
14	Avid Wealth Partners LLC	6.46%	81,651	$13.3M
15	Gladwyn Financial Advisors, Inc.	6.23%	60,975	$10.0M
16	Fingerlakes Wealth Management, Inc.	5.36%	60,926	$10.0M
17	Bernardo Wealth Planning LLC	5.23%	187,389	$30.6M
18	Waystone Advisors LLC	5.22%	42,784	$7.0M
19	AllGen Financial Advisors, Inc.	5.05%	146,723	$21.3M
20	Apriem Advisors	4.95%	349,628	$57.1M
21	Cornerstone Financial Management LLC	4.93%	37,580	$6.1M
22	Compass Planning Associates Inc	4.91%	55,575	$9.1M
23	PFG Private Wealth Management, LLC	4.67%	65,983	$10.8M
24	Entelevest, LLC	4.56%	32,657	$5.3M
25	Assetmark, Inc	4.45%	15,842,689	$2.59B

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 (MGV)

What does the Smart Money Trend signal show for MGV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MGV 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 MGV?

Slight buying edge — 59% buying: Last quarter: 299 funds bought or added vs 211 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 MGV holders?

Strong quality — 33% AUM from major funds: 27 of 604 holders rank in the top 100 by AUM, accounting for 33% 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 MGV?

50% of holders stayed for 2+ years: 299 out of 604 hedge funds have held MGV 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 (MGV) following the 2026 Q2 hedge fund 13F filings?

As of today, MGV has moved -2.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (June 30, 2026), MGV has gained +1.0% vs +3.3% 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.

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Vanguard World Fd (MGV)

Smart Money Signals — MGV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

Slight buying edge — 59% buying

More new buyers each quarter (+8 vs last Q)

50% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 53% veterans vs 29% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — MGV

Hedge Fund Ownership: MGV

Market Analysis: MGV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MGV

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

Hedge Fund Positioning: MGV

Statistics: MGV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard World Fd (MGV)

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