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
↑ +93
Streak
5Q ▲
Buyers last Q
54%

Smart Money Signals — VB

Based on 2472 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
2,472 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 — +17% more funds vs a year ago

fund count last 6Q
+357 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1183 buying998 selling
Last quarter: 1,183 funds bought or added vs 998 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 VB position: 165 → 270 → 192 → 200. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
1,590 out of 2,472 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.
💰

Value +16% but shares only +0% — price-driven

Value
+15%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +16%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~200 new funds/quarter

155 → 165 → 270 → 192 → 200 new funds/Q
New funds entering each quarter: 165 → 270 → 192 → 200. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 2,479 holders: 1,629 (66%) are 2+ year veterans, 348 entered 1–2 years ago, and 502 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
38 of 2470 holders are among the 100 largest funds by AUM, controlling 47% 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 Q2, 1183 hedge funds were net buyers of VB (200 opened a new position, 983 added to an existing one), while 998 reduced or exited (891 trimmed, 107 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in VB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +93 funds (more new holders than closures). Total institutional holders: 2472.

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.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

40 top-rated funds 131 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
5.2
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 2457 2379 3.28%
13F Shares 158M 157M 0.37%
Total Value $46.42B $40.15B 15.63%
New Positions 198 192 +6
Increased Positions 976 996 -20
Closed Positions 118 128 -10
Reduced Positions 883 843 +40
Total Calls 4 4 -
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.0 1.25 Neutral

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 Q2)

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 VB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investments & Financial Planning, LLC 21.46% 149,530 $45.3M
2 Brown Financial Advisory 18.72% 147,831 $44.8M
3 Aufman Associates Inc 17.04% 141,062 $42.8M
4 Gibraltar Capital Management, Inc. 13.10% 281,100 $85.2M
5 Bluestem Financial Advisors, LLC 12.85% 120,996 $36.7M
6 Frisco Financial Planning LLC 12.23% 53,540 $16.2M
7 BCK Partners, Inc. 11.76% 80,458 $24.4M
8 Koesten, Hirschmann & Crabtree, INC. 11.71% 92,772 $28.1M
9 MilWealth Group LLC 11.20% 173,301 $52.5M
10 Searcy Financial Services Inc /Adv 11.11% 109,328 $33.1M
11 MPS Loria Financial Planners, LLC 11.03% 158,328 $48.0M
12 Burrus Financial Services, INC. 10.97% 83,316 $25.3M
13 Whelan Financial 10.70% 129,593 $39.3M
14 Ballast, Inc. 10.57% 184,845 $56.0M
15 MBE Wealth Management, LLC 10.45% 98,047 $29.7M
16 Golden Road Advisors LLC 10.13% 68,897 $20.9M
17 Arbor Wealth Advisors LLC 9.34% 50,381 $15.3M
18 Atmos Advisory, LLC 9.19% 58,007 $17.6M
19 Fusion Family Wealth, LLC 9.08% 440,832 $136.6M
20 Heartwood Wealth Advisors LLC 9.02% 383,312 $116.2M
21 White Wing Wealth Management 8.72% 55,140 $16.7M
22 WP Advisors, LLC 8.72% 118,864 $36.0M
23 McClarren Financial Advisors, Inc. 8.70% 55,545 $16.8M
24 Fiduciary Advisors, INC. 8.64% 42,368 $12.8M
25 Plus Group Wealth Advisors LLC 8.54% 29,945 $9.1M
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 — 5 quarters in a row: For 5 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 — 54% buying: Last quarter: 1,183 funds bought or added vs 998 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 — 47% AUM from top-100 funds: 38 of 2470 holders are among the 100 largest funds by AUM, controlling 47% 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: 1,590 out of 2,472 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.

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 →