Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (VBND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
65%

Smart Money Signals — VBND

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
20 hedge funds hold VBND 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.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+43% 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 — 65% buying

13 buying7 selling
Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 35% new

■ 30% conviction (2yr+) ■ 35% medium ■ 35% new
Of the 20 current holders: 6 (30%) held >2 years, 7 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~5 new funds/quarter

5 → 4 → 2 → 6 → 5 new funds/Q
New funds entering each quarter: 4 → 2 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 45% newcomers

■ 40% veterans ■ 15% 1-2yr ■ 45% new
Entry-cohort mix of 20 holders: 8 (40%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 19 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — VBND

In 2026 Q1, 13 hedge funds were net buyers of VBND (5 opened a new position, 8 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 20.

Hedge Fund Ownership: VBND

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

Market Analysis: VBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VBND

-- --

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

Is It Too Late to Buy ETF Ser Solutions (VBND) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VBND 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 · 85d ago
VBND
+0.4%
SPY
+14.9%

VBND outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
VBND
+1.1%
SPY
+1.1%

Since the filing became public, VBND outperformed SPY by +0.0% .

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
0.5
/ 10
conviction
Hedge Fund Positioning: VBND
20 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 20 -
13F Shares 11M 11M 3.76%
Total Value $486M $477M 1.92%
New Positions 5 6 -1
Increased Positions 8 6 +2
Closed Positions 5 2 +3
Reduced Positions 2 2 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VBND

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

20 + investors

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

QUARTER:
Top 20 VBND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Trust, Inc. 5.42% 10,926,590 $474.1M
2 WorthPointe, LLC 0.53% 45,166 $2.0M
3 Hyundai Investments Co., Ltd. 0.50% 10,184 $441K
4 TrueWealth Advisors, LLC 0.33% 30,289 $1.3M
5 5T Wealth, LLC 0.17% 9,818 $426K
6 Insight Wealth Partners, LLC 0.12% 20,400 $885K
7 Crumly & Associates Inc. 0.06% 6,608 $287K
8 Stewardship Advisors, LLC 0.05% 4,922 $214K
9 Vident Advisory, LLC 0.03% 74,411 $3.2M
10 Strategic Blueprint, LLC 0.02% 7,094 $308K
11 Colonial Trust Co / SC 0.01% 1,277 $55K
12 Farther Finance Advisors, LLC 0.00% 3,130 $136K
13 Hrt Financial LP 0.00% 4,811 $208K
14 HighTower Advisors, LLC 0.00% 8,439 $366K
15 Jane Street Group, LLC 0.00% 46,683 $2.0M
16 MAI Capital Management 0.00% 839 $36K
17 Fifth Third Bancorp 0.00% 2,057 $89K
18 Osaic Holdings, INC. 0.00% 108 $5K
19 Morgan Stanley 0.00% 849 $37K
20 Inspire Investing, LLC 0.00% — —
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 — ETF Ser Solutions (VBND)

What does the Smart Money Trend signal show for VBND?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for VBND?

More buyers than sellers — 65% buying: Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VBND holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 19 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 VBND?

Mixed — 30% long-term, 35% new: Of the 20 current holders: 6 (30%) held >2 years, 7 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy ETF Ser Solutions (VBND) following the 2026 Q1 hedge fund 13F filings?

As of today, VBND has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), VBND has gained +0.4% vs +14.9% 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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