Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Instl Index Fd (VBIL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
5Q ▲
Buyers last Q
69%

Smart Money Signals — VBIL

Based on 332 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added VBIL 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
332 hedge funds hold VBIL right now — the highest count in 2.0 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 — +606% more funds vs a year ago

fund count last 6Q
+285 new funds entered over the past year (+606% 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 — 69% buying

229 buying101 selling
Last quarter: 229 funds were net buyers (85 opened a brand new position + 144 added to an existing one). Only 101 were sellers (80 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 85 → 82 → 93 → 85. 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.
🔄

Mostly new holders — 68% entered in last year

■ 0% conviction (2yr+) ■ 32% medium ■ 68% new
Only 0 funds (0%) 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 — ~85 new funds/quarter

47 → 85 → 82 → 93 → 85 new funds/Q
New funds entering each quarter: 85 → 82 → 93 → 85. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 332 current holders: 331 (100%) entered in the past year, only 1 (0%) 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 — 15% AUM from top-100

15% from top-100 AUM funds
17 of 332 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 — VBIL

In 2026 Q1, 229 hedge funds were net buyers of VBIL (85 opened a new position, 144 added to an existing one), while 101 reduced or exited (80 trimmed, 21 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 332.

Hedge Fund Ownership: VBIL

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

Market Analysis: VBIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VBIL

-- --

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

Is It Too Late to Buy Vanguard Instl Index Fd (VBIL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VBIL 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 · 79d ago
VBIL
-0.1%
SPY
+13.9%

VBIL outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VBIL
+0.3%
SPY
+0.2%

Since the filing became public, VBIL outperformed SPY by +0.1% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 27 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: VBIL
330 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 330 268 23.13%
13F Shares 39M 26M 53.06%
Total Value $2.94B $1.94B 51.72%
New Positions 83 93 -10
Increased Positions 144 103 +41
Closed Positions 21 23 -2
Reduced Positions 80 53 +27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VBIL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

330 + investors

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

QUARTER:
Top 25 VBIL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FSA Investment Group, LLC 24.59% 807,654 $61.1M
2 Oxbow Advisors, LLC 14.70% 2,285,697 $172.9M
3 Bridgewealth Advisory Group, LLC 12.45% 793,228 $60.0M
4 Englebert Financial Advisers, LLC 11.41% 132,616 $10.0M
5 Cypress Capital, LLC 9.99% 464,276 $35.1M
6 BetterWealth, LLC 9.72% 655,107 $49.6M
7 Sykon Capital LLC 8.33% 330,408 $25.0M
8 Evanson Asset Management, LLC 7.63% 1,879,681 $142.2M
9 Jim Saulnier & Associates, LLC 6.80% 184,791 $14.0M
10 Red Wave Investments LLC 6.37% 281,795 $21.3M
11 RFP Financial Group LLC 6.28% 152,672 $11.5M
12 Armstrong Advisory Group, Inc 6.22% 1,225,424 $92.7M
13 Elm Partners Management LLC 6.04% 1,842,620 $139.4M
14 Fortitude Family Office, LLC 5.68% 336,427 $25.5M
15 Lakewood Asset Management LLC 5.63% 116,503 $8.8M
16 Gross & Hartman Investments LLC 5.57% 129,489 $9.8M
17 Roehl & Yi Investment Advisors, LLC 5.31% 187,070 $14.2M
18 Factorial Partners, LLC 5.00% 91,000 $6.9M
19 Harbour Investment Management LLC 4.75% 115,684 $8.8M
20 Altiora Financial Group, LLC 4.69% 376,280 $28.5M
21 eCIO, Inc. 4.47% 134,431 $10.2M
22 Nicholas Hoffman & Company, LLC. 4.13% 2,365,018 $178.9M
23 Astra Wealth Partners LLC 4.01% 88,760 $6.7M
24 Wit, LLC 3.78% 2,647,432 $200.3M
25 Pathway Financial Advisors LLC 3.58% 383,517 $28.9M
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 Instl Index Fd (VBIL)

What does the Smart Money Trend signal show for VBIL?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added VBIL 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 VBIL?

More buyers than sellers — 69% buying: Last quarter: 229 funds were net buyers (85 opened a brand new position + 144 added to an existing one). Only 101 were sellers (80 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VBIL holders?

Smaller funds dominant — 15% AUM from top-100: 17 of 332 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VBIL?

Mostly new holders — 68% entered in last year: Only 0 funds (0%) 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 Instl Index Fd (VBIL) following the 2026 Q1 hedge fund 13F filings?

As of today, VBIL has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), VBIL has gained -0.1% vs +13.9% 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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