Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VCR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — VCR

Based on 581 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
581 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 — +14% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

217 buying236 selling
Last quarter: 236 funds reduced or exited vs 217 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new VCR position: 61 → 72 → 52 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
361 out of 581 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.
➡️

Steady discovery — ~65 new funds/quarter

51 → 61 → 72 → 52 → 65 new funds/Q
New funds entering each quarter: 61 → 72 → 52 → 65. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 585 holders: 381 (65%) are 2+ year veterans, 86 entered 1–2 years ago, and 118 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
34 of 579 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — VCR

In 2026 Q2, 217 hedge funds were net buyers of VCR (65 opened a new position, 152 added to an existing one), while 236 reduced or exited (203 trimmed, 33 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in VCR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 581.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 5 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: VCR
572 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 572 549 4.19%
13F Shares 8M 7M 10.02%
Total Value $2.95B $2.41B 22.57%
New Positions 62 52 +10
Increased Positions 150 149 +1
Closed Positions 37 58 -21
Reduced Positions 200 183 +17
Total Calls 4 3 33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.5 0.33 Bullish

Statistics: VCR

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Institutional Holders (2026 Q2)

572 + investors

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

QUARTER:
Top 25 VCR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adaptive Financial Consulting, LLC 5.35% 38,530 $15.3M
2 Southern Capital Services Inc /Adv 5.09% 22,845 $9.1M
3 Bonfire Financial 4.32% 16,943 $6.7M
4 Beacon Capital Management, Inc. 3.85% 160,454 $63.6M
5 Junk Investment Group, LLC 3.67% 20,915 $8.3M
6 Financial Freedom, LLC 3.28% 18,014 $7.1M
7 Trust Co of Oklahoma 3.23% 31,726 $12.6M
8 Altura Wealth Advisors Inc. 2.62% 19,595 $7.8M
9 Strengthening Families & Communities, LLC 2.48% 28,055 $11.1M
10 Wall Street Financial Group, Inc. 2.16% 10,201 $4.0M
11 Hobart Private Capital, LLC 2.05% 30,183 $12.0M
12 PGIM Custom Harvest LLC 2.02% 407,202 $161.5M
13 Odyssey Capital Advisors, Inc. 1.65% 5,810 $2.3M
14 Founders Grove Wealth Partners, LLC 1.61% 20,368 $8.1M
15 Gibraltar Capital Management, Inc. 1.53% 25,005 $9.9M
16 Richmond Brothers, Inc. 1.46% 7,091 $2.8M
17 Madden Advisory Services, Inc. 1.41% 9,909 $3.9M
18 JM2 Capital Inc. 1.33% 4,874 $1.9M
19 RCW Management, LLC 1.18% 3,326 $1.3M
20 Westside Investment Management, Inc. 1.12% 21,481 $8.5M
21 Kcm Investment Advisors LLC 1.06% 89,699 $35.6M
22 Sharper & Granite LLC 1.05% 8,509 $3.4M
23 First Financial Corp /In/ 1.00% 7,277 $2.9M
24 Jacobs Equity LLC 0.99% 3,599 $1.4M
25 MontVue Capital Management, Inc. 0.98% 4,308 $1.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 48% buying: Last quarter: 236 funds reduced or exited vs 217 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VCR holders?

Elite ownership — 55% AUM from top-100 funds: 34 of 579 holders are among the 100 largest funds by AUM, controlling 55% 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?

62% of holders stayed for 2+ years: 361 out of 581 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.

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