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
4Q ▲
Buyers last Q
54%

Smart Money Signals — VBR

Based on 1690 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 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
1,690 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 — +13% more funds vs a year ago

fund count last 6Q
+199 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

796 buying679 selling
Last quarter: 796 funds bought or added vs 679 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 (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 154 → 129 → 185 → 148. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 15% new
1,084 out of 1,690 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

109 → 154 → 129 → 185 → 148 new funds/Q
New funds entering each quarter: 154 → 129 → 185 → 148. A growing number of institutions are discovering VBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 1,694 holders: 1,113 (66%) are 2+ year veterans, 237 entered 1–2 years ago, and 344 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
32 of 1689 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — VBR

In 2026 Q1, 796 hedge funds were net buyers of VBR (148 opened a new position, 648 added to an existing one), while 679 reduced or exited (588 trimmed, 91 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in VBR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +57 funds (more new holders than closures). Total institutional holders: 1690.

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

-- --

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

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

Signal Freshness measures how much VBR 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 · 80d ago
VBR
+11.2%
SPY
+13.9%

VBR outperformed SPY by -2.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
VBR
+6.3%
SPY
+0.2%

Since the filing became public, VBR outperformed SPY by +6.1% .

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 ?
Broad Consensus, Selective Conviction

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

53 top-rated funds 59 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: VBR
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1669 1633 2.2%
13F Shares 84M 91M -7.2%
Total Value $17.25B $18.60B -7.29%
New Positions 138 185 -47
Increased Positions 643 639 +4
Closed Positions 102 107 -5
Reduced Positions 581 511 +70
Total Calls 3 4 -25.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 0.75 Bullish

Statistics: VBR

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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.

QUARTER:
Top 25 VBR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 E&R Wealth Management, LLC 19.57% 90,451 $19.7M
2 Mokosak Advisory Group, LLC 17.65% 324,494 $70.5M
3 Grove Street Fiduciary, LLC 13.18% 137,682 $29.9M
4 Aspiriant, LLC 10.76% 1,739,529 $377.9M
5 Opal Wealth Advisors, LLC 9.73% 198,088 $43.0M
6 Marmo Financial Group, LLC 9.18% 85,317 $18.5M
7 JBGlobal.com LLC 9.17% 42,873 $9.3M
8 BHK Investment Advisors, LLC 9.10% 125,316 $27.2M
9 Oath Planning, LLC 8.94% 46,294 $10.1M
10 25 LLC 8.80% 131,383 $28.5M
11 Financial Advisory Corp 8.59% 284,691 $61.8M
12 TrueWealth Financial Partners 8.20% 94,707 $20.6M
13 Hegarty Advisors, LLC 7.71% 45,040 $9.8M
14 Gladwyn Financial Advisors, Inc. 7.71% 51,030 $11.1M
15 Waller Financial Planning Group, Inc 7.54% 157,323 $34.2M
16 Silver Coast Investments LLC 7.49% 107,975 $23.5M
17 Flywheel Private Wealth LLC 7.45% 60,241 $13.1M
18 Family CFO Inc 7.22% 74,220 $16.1M
19 Rodgers & Associates, LTD 7.02% 317,351 $68.9M
20 Fee-Only Financial Planning, L.C. 6.89% 52,537 $11.4M
21 Forbes Financial Planning, Inc. 6.79% 54,079 $11.7M
22 Retirement Investment Advisors, Inc. 6.72% 393,959 $83.4M
23 Hillman Co 6.62% 78,406 $17.0M
24 Stephens Group Asset Management, LLC 6.41% 462,819 $100.5M
25 Abacus Planning Group, Inc. 6.22% 212,551 $46.2M
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 Index Fds (VBR)

What does the Smart Money Trend signal show for VBR?

Buying streak — 4 quarters in a row: For 4 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 — 54% buying: Last quarter: 796 funds bought or added vs 679 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 — 36% AUM from major funds: 32 of 1689 holders rank in the top 100 by AUM, accounting for 36% 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?

64% of holders stayed for 2+ years: 1,084 out of 1,690 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.

Is it too late to buy Vanguard Index Fds (VBR) following the 2026 Q1 hedge fund 13F filings?

As of today, VBR has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +6.1%. Since the quarter end (March 31, 2026), VBR has gained +11.2% 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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