Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INSTL INDEX FD (VBIL)

258 + 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
↑ +67
Streak
4Q ▲
Buyers last Q
72%

Smart Money Signals — VBIL

Based on 258 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
258 hedge funds hold VBIL right now — the highest count in 1.8 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 — +25700% more funds vs a year ago

fund count last 6Q
+257 new funds entered over the past year (+25700% 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 — 72% buying

189 buying74 selling
Last quarter: 189 funds were net buyers (90 opened a brand new position + 99 added to an existing one). Only 74 were sellers (51 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new VBIL position: 45 → 83 → 79 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 85% entered in last year

■ 0% conviction (2yr+) ■ 15% medium ■ 85% 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.
📈

Growing discovery — still being found

0 → 45 → 83 → 79 → 90 new funds/Q
New funds entering each quarter: 45 → 83 → 79 → 90. A growing number of institutions are discovering VBIL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 258 current holders: 257 (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 — 16% AUM from top-100

16% from top-100 AUM funds
16 of 258 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 16 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: VBIL
2026 Q1 Stats Unlock in 16 days 258 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 258 191 35.08%
13F Shares 25M 18M 37.42%
Total Value $1.91B $1.39B 37.18%
New Positions 90 79 +11
Increased Positions 99 80 +19
Closed Positions 23 13 +10
Reduced Positions 51 21 +30
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VBIL

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

258 + investors

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

Top 25 institutional holders of VBIL — 2025 Q4 · 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 Englebert Financial Advisers, LLC 11.41% 132,616 $10.0M
4 Cypress Capital, LLC 9.99% 464,276 $35.1M
5 BetterWealth, LLC 9.72% 655,107 $49.6M
6 SYKON CAPITAL LLC 8.33% 330,408 $25.0M
7 Evanson Asset Management, LLC 7.63% 1,879,681 $142.2M
8 JIM SAULNIER & ASSOCIATES, LLC 6.80% 184,791 $14.0M
9 ARMSTRONG ADVISORY GROUP, INC 6.22% 1,225,424 $92.7M
10 Fortitude Family Office, LLC 5.68% 336,427 $25.5M
11 Lakewood Asset Management LLC 5.63% 116,503 $8.8M
12 HARBOUR INVESTMENT MANAGEMENT LLC 4.75% 115,684 $8.8M
13 eCIO, Inc. 4.47% 134,431 $10.2M
14 Nicholas Hoffman & Company, LLC. 4.13% 2,365,018 $178.9M
15 Pathway Financial Advisors LLC 3.58% 383,517 $28.9M
16 Whitaker-Myers Wealth Managers, LTD. 3.52% 233,623 $17.7M
17 MRWM Advisors, LLC 3.38% 82,505 $6.2M
18 TPG Advisors LLC 2.79% 59,216 $4.5M
19 Foundry Financial LLC 2.60% 81,129 $6.1M
20 Blume Capital Management, Inc. 2.51% 195,049 $14.8M
21 JBR Co Financial Management Inc 2.22% 70,163 $5.3M
22 PFW Advisors LLC 2.18% 91,463 $6.9M
23 Ledgewood Wealth Advisors, LLC 2.17% 51,064 $3.9M
24 Level Wealth Management LLC 1.92% 54,178 $4.1M
25 Cassilly Financial Group LLC 1.87% 28,421 $2.2M
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 — 4 quarters in a row: For 4 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 — 72% buying: Last quarter: 189 funds were net buyers (90 opened a brand new position + 99 added to an existing one). Only 74 were sellers (51 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VBIL holders?

Smaller funds dominant — 16% AUM from top-100: 16 of 258 holders rank in the top 100 by AUM, but together hold only 16% 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 — 85% 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.

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.