Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VB)

2K + Investors. Track Smart Money conviction in VB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — VB

Based on 2375 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VB 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
2,375 hedge funds hold VB 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 — +13% more funds vs a year ago

fund count last 6Q
+271 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1186 buying971 selling
Last quarter: 1,186 funds bought or added vs 971 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 (-80 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 154 → 164 → 269 → 189. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
1,528 out of 2,375 hedge funds have held VB 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.
💰

Price up while funds trimmed (-5% value, -35% shares)

Value
-4%
Shares
-34%
Last quarter: total value of institutional VB holdings rose -5% even though funds reduced share count by 35%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

149 → 154 → 164 → 269 → 189 new funds/Q
New funds entering each quarter: 154 → 164 → 269 → 189. A growing number of institutions are discovering VB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Of 2,382 current holders: 1,554 (65%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
39 of 2375 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in VB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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 — VB

In 2026 Q1, 1186 hedge funds were net buyers of VB (189 opened a new position, 997 added to an existing one), while 971 reduced or exited (845 trimmed, 126 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in VB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +63 funds (more new holders than closures). Total institutional holders: 2375.

Hedge Fund Ownership: VB

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

Market Analysis: VB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VB

-- --

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

Is It Too Late to Buy VANGUARD INDEX FDS (VB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VB 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 · 71d ago
VB
+14.0%
SPY
+11.7%

VB outperformed SPY by +2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
VB
+3.4%
SPY
-1.7%

Since the filing became public, VB outperformed SPY by +5.1% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 125 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: VB
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2345 2312 1.43%
13F Shares 156M 241M -35.24%
Total Value $39.85B $42.23B -5.63%
New Positions 178 269 -91
Increased Positions 989 972 +17
Closed Positions 145 118 +27
Reduced Positions 830 726 +104
Total Calls 4 4 -
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: VB

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)

2K + investors

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

QUARTER:
Top 25 institutional holders of VB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investments & Financial Planning, LLC 21.21% 148,729 $39.0M
2 Brown Financial Advisory 18.36% 141,352 $37.0M
3 Aufman Associates Inc 18.35% 142,772 $37.4M
4 Sharp Wealth Advisory, LLC 14.74% 113,964 $29.8M
5 Gibraltar Capital Management, Inc. 12.63% 280,039 $73.3M
6 Frisco Financial Planning LLC 12.63% 53,185 $12.8M
7 BLUESTEM FINANCIAL ADVISORS, LLC 12.50% 123,580 $32.4M
8 BCK Partners, Inc. 11.59% 81,950 $21.5M
9 Koesten, Hirschmann & Crabtree, INC. 11.19% 87,707 $23.0M
10 SEARCY FINANCIAL SERVICES INC /ADV 10.81% 111,329 $29.2M
11 MBE Wealth Management, LLC 10.79% 99,166 $26.0M
12 MilWealth Group LLC 10.77% 172,797 $45.3M
13 MPS Loria Financial Planners, LLC 10.67% 154,343 $40.4M
14 Whelan Financial 10.50% 129,152 $33.8M
15 GOLDEN ROAD ADVISORS LLC 10.48% 69,458 $18.2M
16 Ballast, Inc. 10.40% 171,762 $45.0M
17 BURRUS FINANCIAL SERVICES, INC. 10.22% 85,257 $22.3M
18 Arbor Wealth Advisors LLC 9.26% 50,376 $13.2M
19 Fiduciary Wealth Partners, LLC 9.08% 52,967 $13.9M
20 White Wing Wealth Management 8.72% 55,450 $14.5M
21 McClarren Financial Advisors, Inc. 8.64% 55,739 $14.6M
22 Fusion Family Wealth, LLC 8.64% 441,733 $115.7M
23 ATMOS ADVISORY, LLC 8.54% 57,413 $15.0M
24 Heartwood Wealth Advisors LLC 8.48% 371,133 $97.2M
25 Plus Group Wealth Advisors LLC 8.45% 29,339 $7.7M
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 INDEX FDS (VB)

What does the Smart Money Trend signal show for VB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VB 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 VB?

Slight buying edge — 55% buying: Last quarter: 1,186 funds bought or added vs 971 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 VB holders?

Elite ownership — 46% AUM from top-100 funds: 39 of 2375 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in VB. 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 VB?

64% of holders stayed for 2+ years: 1,528 out of 2,375 hedge funds have held VB 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 INDEX FDS (VB) following the 2026 Q1 hedge fund 13F filings?

As of today, VB has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +5.1%. Since the quarter end (March 31, 2026), VB has gained +14.0% vs +11.7% 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 →