Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (VCR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — VCR

Based on 521 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 VCR 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
521 hedge funds hold VCR 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 — +5% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

222 buying213 selling
Last quarter: 222 funds bought or added vs 213 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new VCR position: 40 → 43 → 58 → 64. 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+) 24% medium 13% new
329 out of 521 hedge funds have held VCR 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.
💎

Buying through price weakness — shares +497%, value -3%

Value
-3%
Shares
+497%
Last quarter: funds added +497% more shares while total portfolio value only changed -3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

73 → 40 → 43 → 58 → 64 new funds/Q
New funds entering each quarter: 40 → 43 → 58 → 64. A growing number of institutions are discovering VCR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 15% 1-2yr 20% new
Of 525 current holders: 341 (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.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
25 of 521 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VCR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: VCR

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

Market Analysis: VCR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VCR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: VCR
2026 Q1 Stats Unlock in 18 days 525 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 525 506 3.75%
13F Shares 44M 7M 497.41%
Total Value $2.81B $2.89B -3.03%
New Positions 65 58 +7
Increased Positions 163 138 +25
Closed Positions 45 39 +6
Reduced Positions 174 185 -11
Total Calls 3 2 50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: VCR

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Revenue (ttm) --
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Institutional Holders (2026 Q1)

525 + investors

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

Top 25 institutional holders of VCR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Merrithew & Thorsten Inc 6.52% 19,244 $7K
2 SOUTHERN CAPITAL SERVICES INC /ADV 5.04% 21,825 $7.8M
3 Beacon Capital Management, Inc. 3.76% 186,007 $66.8M
4 TRUST CO OF OKLAHOMA 3.38% 32,277 $11.6M
5 Financial Freedom, LLC 3.27% 18,300 $6.6M
6 Hobart Private Capital, LLC 2.04% 28,924 $10.4M
7 Odyssey Capital Advisors, Inc. 1.90% 5,905 $2.1M
8 FOUNDERS GROVE WEALTH PARTNERS, LLC 1.69% 20,731 $7.4M
9 Gibraltar Capital Management, Inc. 1.51% 24,455 $8.8M
10 JM2 Capital Inc. 1.45% 4,871 $1.7M
11 RCW Management, LLC 1.24% 3,364 $1.2M
12 FIRST FINANCIAL CORP /IN/ 1.06% 7,536 $2.7M
13 MontVue Capital Management, Inc. 1.05% 4,308 $1.5M
14 Triangle Securities Wealth Management 0.98% 12,028 $4.3M
15 Sharper & Granite LLC 0.98% 7,981 $2.9M
16 PW Nova Financial Services LLC 0.93% 6,298 $2.5M
17 CHRISTINE MESSMER PC 0.82% 3,567 $1.3M
18 Apollon Financial, LLC 0.79% 15,991 $5.7M
19 Fischer Financial Services, Inc. 0.78% 6,465 $2.3M
20 Joule Financial, LLC 0.76% 7,238 $2.6M
21 First Bancorp, Inc /ME/ 0.72% 4,035 $1.4M
22 Strategic Investment Solutions, Inc. /IL 0.70% 8,087 $2.9M
23 Auto-Owners Insurance Co 0.70% 92,700 $33.3M
24 BELLEVUE ASSET MANAGEMENT, LLC 0.65% 3,598 $1.3M
25 AMI INVESTMENT MANAGEMENT INC 0.64% 7,980 $2.9M
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 WORLD FD (VCR)

What does the Smart Money Trend signal show for VCR?

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

Slight buying edge — 51% buying: Last quarter: 222 funds bought or added vs 213 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 VCR holders?

Elite ownership — 53% AUM from top-100 funds: 25 of 521 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VCR. 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 VCR?

63% of holders stayed for 2+ years: 329 out of 521 hedge funds have held VCR 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.