Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VBR)

2K + Investors. Track Smart Money conviction in VBR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +57
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — VBR

Based on 1546 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VBR 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
1,546 hedge funds hold VBR 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 — +6% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

773 buying593 selling
Last quarter: 773 funds bought or added vs 593 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.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new VBR position: 99 → 147 → 121 → 159. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
1,024 out of 1,546 hedge funds have held VBR 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

180 → 99 → 147 → 121 → 159 new funds/Q
New funds entering each quarter: 99 → 147 → 121 → 159. A growing number of institutions are discovering VBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 1,549 current holders: 1,005 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
29 of 1546 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: VBR

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

Market Analysis: VBR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VBR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

78 top-rated funds 46 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: VBR
2026 Q1 Stats Unlock in 19 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1549 1494 3.68%
13F Shares 90M 84M 6.33%
Total Value $18.33B $17.51B 4.68%
New Positions 159 121 +38
Increased Positions 620 548 +72
Closed Positions 102 104 -2
Reduced Positions 495 551 -56
Total Calls 3 5 -40.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: VBR

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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

Profitability
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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of VBR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mokosak Advisory Group, LLC 17.65% 324,494 $70.5M
2 Grove Street Fiduciary, LLC 13.18% 137,682 $29.9M
3 Opal Wealth Advisors, LLC 9.73% 198,088 $43.0M
4 Marmo Financial Group, LLC 9.18% 85,317 $18.5M
5 JBGlobal.com LLC 9.17% 42,873 $9.3M
6 BHK Investment Advisors, LLC 9.10% 125,316 $27.2M
7 25 LLC 8.80% 131,383 $28.5M
8 Financial Advisory Corp 8.59% 284,691 $61.8M
9 Hegarty Advisors, LLC 7.71% 45,040 $9.8M
10 Gladwyn Financial Advisors, Inc. 7.71% 51,030 $11.1M
11 WALLER FINANCIAL PLANNING GROUP, INC 7.54% 157,323 $34.2M
12 Silver Coast Investments LLC 7.49% 107,975 $23.5M
13 FLYWHEEL PRIVATE WEALTH LLC 7.45% 60,241 $13.1M
14 Family CFO Inc 7.22% 74,220 $16.1M
15 Fee-Only Financial Planning, L.C. 6.89% 52,537 $11.4M
16 Forbes Financial Planning, Inc. 6.79% 54,079 $11.7M
17 Retirement Investment Advisors, Inc. 6.72% 393,959 $83.4M
18 HILLMAN CO 6.62% 78,406 $17.0M
19 STEPHENS GROUP ASSET MANAGEMENT, LLC 6.41% 462,819 $100.5M
20 Abacus Planning Group, Inc. 6.22% 212,551 $46.2M
21 BancFirst Trust & Investment Management 6.17% 65,814 $14.0M
22 Efficient Advisors, LLC 6.14% 397,932 $86.5M
23 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 6.00% 30,721 $6.7M
24 Marotta Asset Management 5.94% 147,767 $32.2M
25 Shakespeare Wealth Management, LLC 5.90% 114,711 $24.9M
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 INDEX FDS (VBR)

What does the Smart Money Trend signal show for VBR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VBR 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 VBR?

Slight buying edge — 57% buying: Last quarter: 773 funds bought or added vs 593 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 VBR holders?

Strong quality — 35% AUM from major funds: 29 of 1546 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VBR?

66% of holders stayed for 2+ years: 1,024 out of 1,546 hedge funds have held VBR 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.

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.