Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (MGV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — MGV

Based on 560 hedge funds · latest filing: 2026 Q1 · 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
560 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 — +21% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+21% 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.
🟢

More buyers than sellers — 63% buying

306 buying181 selling
Last quarter: 306 funds were net buyers (74 opened a brand new position + 232 added to an existing one). Only 181 were sellers (140 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new MGV position: 54 → 61 → 62 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 22% new
290 out of 560 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

63 → 54 → 61 → 62 → 74 new funds/Q
New funds entering each quarter: 54 → 61 → 62 → 74. 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 562 holders: 296 (53%) are 2+ year veterans, 103 entered 1–2 years ago, and 163 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
26 of 559 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — MGV

In 2026 Q1, 306 hedge funds were net buyers of MGV (74 opened a new position, 232 added to an existing one), while 181 reduced or exited (140 trimmed, 41 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in MGV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 560.

Hedge Fund Ownership: MGV

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

Market Analysis: MGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGV

-- --

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

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

Signal Freshness measures how much MGV 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 · 81d ago
MGV
nan%
SPY
+15.1%

MGV outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MGV
nan%
SPY
+1.3%

Since the filing became public, MGV outperformed SPY by nan% .

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.

19 top-rated funds 27 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: MGV
550 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 550 527 4.36%
13F Shares 55M 54M 1.65%
Total Value $7.88B $7.64B 3.22%
New Positions 70 62 +8
Increased Positions 231 199 +32
Closed Positions 47 37 +10
Reduced Positions 137 152 -15
Total Calls 1 1 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: MGV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

550 + 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:
Top 25 MGV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Zeit Capital LLC 18.33% 188,930 $27.4M
2 Braeburn Wealth Management LLC 16.73% 201,924 $29.3M
3 Graney & King, LLC 13.61% 174,183 $25.2M
4 Integrated Capital Management, LLC 12.60% 206,175 $29.9M
5 Black Diamond Financial, LLC 11.66% 737,261 $106.9M
6 Sheridan Capital Management, LLC 11.40% 149,182 $21.6M
7 Marmo Financial Group, LLC 10.86% 151,239 $21.9M
8 BHK Investment Advisors, LLC 10.68% 220,541 $32.0M
9 Praetorian Wealth Management, Inc. 10.46% 368,740 $55.0M
10 Pachira Investments Inc. 7.97% 117,715 $17.1M
11 FSC Wealth Advisors, LLC 7.92% 2,861 $415K
12 Amara Financial, LLC. 7.25% 72,513 $10.5M
13 Avid Wealth Partners LLC 6.91% 100,874 $14.6M
14 ETF Portfolio Partners, Inc. 6.71% 176,325 $25.6M
15 Bernardo Wealth Planning LLC 6.01% 211,847 $30.7M
16 Gladwyn Financial Advisors, Inc. 5.89% 58,413 $8.5M
17 Fingerlakes Wealth Management, Inc. 5.36% 55,723 $8.1M
18 Waystone Advisors LLC 5.20% 40,127 $5.8M
19 Cornerstone Financial Management LLC 4.93% 37,099 $5.4M
20 Assetmark, Inc 4.61% 15,596,695 $2.26B
21 PFG Private Wealth Management, LLC 4.59% 74,609 $10.8M
22 Entelevest, LLC 4.52% 31,168 $4.5M
23 Apriem Advisors 4.36% 315,383 $45.7M
24 Petredis Investment Advisors LLC 4.35% 367,428 $53.3M
25 Strategic Investment Advisors / MI 4.35% 434,386 $63.0M
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?

More buyers than sellers — 63% buying: Last quarter: 306 funds were net buyers (74 opened a brand new position + 232 added to an existing one). Only 181 were sellers (140 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MGV holders?

Strong quality — 32% AUM from major funds: 26 of 559 holders rank in the top 100 by AUM, accounting for 32% 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?

52% of holders stayed for 2+ years: 290 out of 560 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 Q1 hedge fund 13F filings?

As of today, MGV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MGV has gained nan% vs +15.1% 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.

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