Vanguard Index Fds (VBR) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Vanguard Index Fds (VBR) following the 2026 Q2 hedge fund 13F filings?

As of today, VBR has moved -5.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -3.7%. Since the quarter end (June 30, 2026), VBR gained -2.2% vs +2.1% 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.

Vanguard Index Fds (VBR)

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

Smart Money Signals — VBR

Based on 1764 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

1,764 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 — +15% more funds vs a year ago

fund count last 6Q

+225 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 — 52% buying

801 buying734 selling

Last quarter: 801 funds bought or added vs 734 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 (+9 vs last Q)

new funds entering per quarter

Funds opening a new VBR position: 130 → 186 → 149 → 158. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 16% new

1,120 out of 1,764 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.

➡️

Steady discovery — ~158 new funds/quarter

155 → 130 → 186 → 149 → 158 new funds/Q

New funds entering each quarter: 130 → 186 → 149 → 158. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new

Entry-cohort mix of 1,767 holders: 1,157 (65%) are 2+ year veterans, 245 entered 1–2 years ago, and 365 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

34 of 1762 holders rank in the top 100 by AUM, accounting for 37% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1752	1692	3.55%
13F Shares	87M	85M	2.41%
Total Value	$19.67B	$17.29B	13.74%
New Positions	153	149	+4
Increased Positions	639	647	-8
Closed Positions	91	92	-1
Reduced Positions	645	586	+59
Total Calls	3	3	-
Total Puts	2	2	-
PUT/CALL Ratio	0.67	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1752

1692

3.55%

13F Shares

87M

85M

2.41%

Total Value

$19.67B

$17.29B

13.74%

New Positions

153

149

Increased Positions

639

647

-8

Closed Positions

-1

Reduced Positions

645

586

+59

Total Calls

Total Puts

PUT/CALL Ratio

0.67

Bullish

Institutional Holders (2026 Q2)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VBR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	E&R Wealth Management, LLC	20.49%	99,405	$24.2M
2	Mokosak Advisory Group, LLC	17.26%	327,918	$79.7M
3	Grove Street Fiduciary, LLC	13.85%	134,962	$32.8M
4	Aspiriant, LLC	10.47%	1,745,538	$424.2M
5	Opal Wealth Advisors, LLC	10.47%	199,493	$48.5M
6	TrueWealth Financial Partners	9.62%	95,773	$23.3M
7	Oath Planning, LLC	9.37%	51,947	$12.6M
8	BHK Investment Advisors, LLC	9.04%	124,520	$30.3M
9	JBGlobal.com LLC	8.98%	42,250	$10.3M
10	Hillman Co	8.97%	104,335	$25.4M
11	25 LLC	8.74%	131,378	$31.9M
12	Financial Advisory Corp	8.33%	258,499	$62.8M
13	Gladwyn Financial Advisors, Inc.	7.94%	52,261	$12.7M
14	Flywheel Private Wealth LLC	7.72%	64,484	$15.7M
15	Silver Coast Investments LLC	7.67%	105,958	$25.7M
16	Hegarty Advisors, LLC	7.52%	44,971	$10.9M
17	Waller Financial Planning Group, Inc	7.34%	146,704	$35.6M
18	Rodgers & Associates, LTD	7.11%	322,177	$78.3M
19	Forbes Financial Planning, Inc.	7.01%	53,767	$13.1M
20	Retirement Investment Advisors, Inc.	6.87%	398,418	$96.3M
21	Family CFO Inc	6.87%	73,425	$17.8M
22	Fee-Only Financial Planning, L.C.	6.75%	51,858	$12.6M
23	Abacus Planning Group, Inc.	6.65%	221,445	$53.8M
24	BancFirst Trust & Investment Management	6.43%	62,754	$15.2M
25	Stephens Group Asset Management, LLC	6.36%	463,142	$112.5M

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 — 5 quarters in a row: For 5 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 — 52% buying: Last quarter: 801 funds bought or added vs 734 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 — 37% AUM from major funds: 34 of 1762 holders rank in the top 100 by AUM, accounting for 37% 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?

63% of holders stayed for 2+ years: 1,120 out of 1,764 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 Q2 hedge fund 13F filings?

As of today, VBR has moved -5.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -3.7%. Since the quarter end (June 30, 2026), VBR has gained -2.2% vs +2.1% 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.

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Vanguard Index Fds (VBR)

Smart Money Signals — VBR

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 52% buying

More new buyers each quarter (+9 vs last Q)

63% of holders stayed for 2+ years

Steady discovery — ~158 new funds/quarter

Veteran-anchored — 65% veterans vs 21% newcomers

Strong quality — 37% AUM from major funds

Institutional Sentiment Summary — VBR

Hedge Fund Ownership: VBR

Market Analysis: VBR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VBR

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

Hedge Fund Positioning: VBR

Statistics: VBR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Index Fds (VBR)

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