Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Index Fds (VBK)

1K + Investors. Track Smart Money conviction in VBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — VBK

Based on 1211 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 VBK 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
1,211 hedge funds hold VBK 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 — +15% more funds vs a year ago

fund count last 6Q
+161 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

537 buying507 selling
Last quarter: 537 funds bought or added vs 507 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 (-46 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 115 → 97 → 165 → 119. 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.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
742 out of 1,211 hedge funds have held VBK 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.
📈

Growing discovery — still being found

73 → 115 → 97 → 165 → 119 new funds/Q
New funds entering each quarter: 115 → 97 → 165 → 119. A growing number of institutions are discovering VBK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 1,217 holders: 776 (64%) are 2+ year veterans, 180 entered 1–2 years ago, and 261 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
31 of 1209 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — VBK

In 2026 Q1, 537 hedge funds were net buyers of VBK (119 opened a new position, 418 added to an existing one), while 507 reduced or exited (409 trimmed, 98 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in VBK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 1211.

Hedge Fund Ownership: VBK

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

Market Analysis: VBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VBK

-- --

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

Is It Too Late to Buy Vanguard Index Fds (VBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VBK has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 8d ago
VBK
-3.1%
SPY
+0.6%

VBK outperformed SPY by -3.7% since June 30, 2026.

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.

32 top-rated funds 32 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: VBK
2026 Q2 Stats Unlock in 42 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1196 1190 0.5%
13F Shares 40M 41M -3.17%
Total Value $11.86B $12.53B -5.41%
New Positions 111 165 -54
Increased Positions 412 430 -18
Closed Positions 105 78 +27
Reduced Positions 406 382 +24
Total Calls 5 4 25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.6 0.5 Bullish

Statistics: VBK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 VBK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gladwyn Financial Advisors, Inc. 8.17% 35,730 $13.1M
2 Mechanics Bank Trust Department 1.99% 43,917 $16.1M
3 Inspirion Wealth Advisors, LLC 1.74% 41,855 $15.2M
4 Trust Co of the South 1.67% 32,358 $11.8M
5 Hilltop National Bank 1.01% 12,956 $4.7M
6 Wisconsin Wealth Advisors, LLC 0.87% 2,780 $1.0M
7 Willner & Heller, LLC 0.86% 3,769 $1.4M
8 Avior Wealth Management, LLC 0.81% 84,243 $30.8M
9 Eclectic Associates Inc /Adv 0.81% 19,400 $7.1M
10 Harbor Investment Advisory, LLC 0.40% 15,563 $5.7M
11 MassMutual Private Wealth & Trust, FSB 0.28% 29,317 $10.7M
12 M.E. Allison & CO., INC. 0.23% 1,089 $398K
13 First Financial Corp /In/ 0.18% 1,444 $528K
14 55 North Private Wealth, LLC 0.17% 2,352 $860K
15 Balefire, LLC 0.16% 2,755 $1.0M
16 Waller Financial Planning Group, Inc 0.13% 1,786 $653K
17 CGN Advisors LLC 0.13% 4,808 $1.8M
18 Integral Investment Advisors, INC. 0.09% 1,118 $409K
19 Archer Investment Management, LLC 0.08% 641 $234K
20 Chapin Davis, INC. 0.06% 970 $355K
21 Thrive Wealth Management, LLC 0.05% 1,067 $390K
22 Trilogy Capital Inc. 0.04% 2,893 $1.1M
23 Clark Asset Management, LLC 0.04% 1,303 $476K
24 CoreCap Advisors, LLC 0.03% 3,228 $1.2M
25 Dynamic Advisor Solutions LLC 0.03% 2,781 $1.0M
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 (VBK)

What does the Smart Money Trend signal show for VBK?

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

Slight buying edge — 51% buying: Last quarter: 537 funds bought or added vs 507 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 VBK holders?

Elite ownership — 42% AUM from top-100 funds: 31 of 1209 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VBK. 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 VBK?

61% of holders stayed for 2+ years: 742 out of 1,211 hedge funds have held VBK 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 (VBK) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), VBK has gained -3.1% vs +0.6% 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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