Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD SCOTTSDALE FDS (VCSH)

1K + Investors. Track Smart Money conviction in VCSH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +87
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — VCSH

Based on 1319 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VCSH 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
1,319 hedge funds hold VCSH 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 — +9% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

803 buying454 selling
Last quarter: 803 funds were net buyers (169 opened a brand new position + 634 added to an existing one). Only 454 were sellers (372 trimmed + 82 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+84 vs last Q)

new funds entering per quarter
Funds opening a new VCSH position: 94 → 97 → 85 → 169. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
916 out of 1,319 hedge funds have held VCSH 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

131 → 94 → 97 → 85 → 169 new funds/Q
New funds entering each quarter: 94 → 97 → 85 → 169. A growing number of institutions are discovering VCSH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 1,319 current holders: 910 (69%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
28 of 1319 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in VCSH. 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: VCSH

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

Market Analysis: VCSH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VCSH

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

79 top-rated funds 65 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
6.2
/ 10
conviction
Hedge Fund Positioning: VCSH
2026 Q1 Stats Unlock in 20 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1319 1232 7.06%
13F Shares 301M 294M 2.21%
Total Value $23.96B $24.18B -0.9%
New Positions 169 85 +84
Increased Positions 634 605 +29
Closed Positions 82 94 -12
Reduced Positions 372 369 +3
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VCSH

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of VCSH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BCK Partners, Inc. 24.41% 570,255 $45.2M
2 Quantum Financial Planning Services, Inc. 24.35% 855,072 $67.8M
3 JBGlobal.com LLC 24.03% 307,799 $24.4M
4 William Mack & Associates, Inc. 18.00% 397,355 $31.5M
5 FIDELIS iM, LLC 14.36% 478,658 $37.9M
6 Beacon Financial Strategies CORP 13.40% 297,741 $23.6M
7 Twin Cities Retirement Group LLC 11.99% 165,418 $13.1M
8 Longview Financial Advisors LLC 11.57% 268,589 $21.3M
9 Fischer Financial Services, Inc. 11.07% 415,166 $32.9M
10 Quaker Wealth Management, LLC 10.50% 424,054 $33.6M
11 RW Investment Management LLC 9.78% 1,274,824 $101.1M
12 CYPRESS FINANCIAL PLANNING LLC 9.71% 444,194 $35.2M
13 AMI INVESTMENT MANAGEMENT INC 9.71% 544,670 $43.2M
14 Forbes Financial Planning, Inc. 9.38% 204,881 $16.2M
15 Hiley Hunt Wealth Management 8.90% 254,465 $20.2M
16 Platt Investment Counsel, LLC 8.72% 142,898 $11.3M
17 Mustard Seed Financial, LLC 8.66% 182,355 $14.5M
18 AAFMAA Wealth Management & Trust LLC 7.72% 251,044 $19.9M
19 CAPSTONE CAPITAL LLC 7.70% 150,850 $12.0M
20 Wolff Financial Management LLC 7.01% 400,080 $31.7M
21 TL Private Wealth 6.70% 214,503 $17.0M
22 Sunburst Financial Group, LLC 6.56% 449,262 $35.6M
23 ShankerValleau Wealth Advisors, Inc. 6.44% 288,155 $22.8M
24 Kohmann Bosshard Financial Services, LLC 6.36% 947,321 $75.2M
25 Foundation Wealth Management, LLC\PA 6.30% 225,318 $17.9M
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 SCOTTSDALE FDS (VCSH)

What does the Smart Money Trend signal show for VCSH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VCSH 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 VCSH?

More buyers than sellers — 64% buying: Last quarter: 803 funds were net buyers (169 opened a brand new position + 634 added to an existing one). Only 454 were sellers (372 trimmed + 82 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VCSH holders?

Elite ownership — 44% AUM from top-100 funds: 28 of 1319 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in VCSH. 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 VCSH?

69% of holders stayed for 2+ years: 916 out of 1,319 hedge funds have held VCSH 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.