Stock Analysis
Data Source: SEC EDGAR 13F
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VANGUARD BALANCED INDEX FUND ADMIRAL SHARES (VBIAX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — VBIAX

Based on 6 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VBIAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
6 funds currently hold this stock — 75% of the 3.0-year high of 8 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+50% 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 — 50% buying

4 buying4 selling
Last quarter: 4 funds bought or added vs 4 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.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 4 → 4 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 67% entered in last year

17% conviction (2yr+) 17% medium 67% new
Only 1 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~1 new funds/quarter

2 → 1 → 4 → 4 → 1 new funds/Q
New funds entering each quarter: 1 → 4 → 4 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 67% of holders entered in last year

17% veterans 17% 1-2yr 67% new
Of 6 current holders: 4 (67%) entered in the past year, only 1 (17%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VBIAX

In 2026 Q1, 4 hedge funds were net buyers of VBIAX (1 opened a new position, 3 added to an existing one), while 4 reduced or exited (1 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 6.

Hedge Fund Ownership: VBIAX

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

Market Analysis: VBIAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VBIAX

-- --

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

Is It Too Late to Buy VANGUARD BALANCED INDEX FUND ADMIRAL SHARES (VBIAX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VBIAX 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 · 57d ago
VBIAX
+9.0%
SPY
+15.6%

VBIAX outperformed SPY by -6.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
VBIAX
+1.4%
SPY
+1.7%

Since the filing became public, VBIAX outperformed SPY by -0.3% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: VBIAX
6 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 6 8 -25.0%
13F Shares 115K 151K -24.01%
Total Value $6M $8M -26.91%
New Positions 1 4 -3
Increased Positions 3 1 +2
Closed Positions 3 2 +1
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VBIAX

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Institutional Holders (2026 Q1)

6 + investors

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

QUARTER:
Top 6 institutional holders of VBIAX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oakworth Capital, Inc. 0.23% 86,022 $4.3M
2 McIlrath & Eck, LLC 0.03% 8,647 $431K
3 KELLEHER FINANCIAL ADVISORS 0.02% 1,798 $90K
4 FIRST MERCHANTS CORP 0.02% 8,981 $448K
5 Williams Jones Wealth Management, LLC. 0.01% 8,444 $421K
6 Kohmann Bosshard Financial Services, LLC 0.01% 1,212 $60K
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 BALANCED INDEX FUND ADMIRAL SHARES (VBIAX)

What does the Smart Money Trend signal show for VBIAX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VBIAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VBIAX?

Slight buying edge — 50% buying: Last quarter: 4 funds bought or added vs 4 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 VBIAX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VBIAX?

Mostly new holders — 67% entered in last year: Only 1 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy VANGUARD BALANCED INDEX FUND ADMIRAL SHARES (VBIAX) following the 2026 Q1 hedge fund 13F filings?

As of today, VBIAX has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), VBIAX has gained +9.0% vs +15.6% 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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