Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VDC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — VDC

Based on 627 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
627 hedge funds hold VDC 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VDC is almost the same as a year ago (+12 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

285 buying268 selling
Last quarter: 285 funds bought or added vs 268 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 (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 40 → 91 → 70. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 15% new
409 out of 627 hedge funds have held VDC 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.
🚀

Acceleration phase — new buyers rushing in

63 → 61 → 40 → 91 → 70 new funds/Q
New funds entering each quarter: 61 → 40 → 91 → 70. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 630 holders: 413 (66%) are 2+ year veterans, 90 entered 1–2 years ago, and 127 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
25 of 625 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VDC. 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.

Institutional Sentiment Summary — VDC

In 2026 Q1, 285 hedge funds were net buyers of VDC (70 opened a new position, 215 added to an existing one), while 268 reduced or exited (198 trimmed, 70 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 53% of total institutional value in VDC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 627.

Hedge Fund Ownership: VDC

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

Market Analysis: VDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VDC

-- --

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

Is It Too Late to Buy Vanguard World Fd (VDC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VDC 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 · 82d ago
VDC
nan%
SPY
+15.1%

VDC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
VDC
nan%
SPY
+1.3%

Since the filing became public, VDC outperformed SPY by nan% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 9 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: VDC
619 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 619 627 -1.28%
13F Shares 15M 15M 3.35%
Total Value $3.17B $2.91B 8.91%
New Positions 67 91 -24
Increased Positions 213 186 +27
Closed Positions 75 55 +20
Reduced Positions 195 208 -13
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: VDC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

619 + investors

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

QUARTER:
Top 25 VDC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Compass Financial Group, INC/SD 14.11% 448,969 $100.8M
2 Blackston Financial Advisory Group, LLC 6.34% 45,047 $10.1M
3 Beacon Capital Management, Inc. 5.32% 420,746 $94.5M
4 Richmond Brothers, Inc. 4.43% 29,607 $6.6M
5 Blankinship & Foster, LLC 4.07% 82,020 $18.4M
6 Redstone Wealth Management, LLC 3.99% 22,315 $5.0M
7 Seldon Capital LP 3.93% 47,593 $10.7M
8 TrueWealth Financial Partners 3.86% 43,086 $9.7M
9 HC Advisors, LLC 3.56% 23,675 $5.3M
10 Junk Investment Group, LLC 3.51% 29,824 $6.7M
11 Weitzel Financial Services, Inc. 3.25% 38,458 $8.6M
12 Opus Financial Solutions LLC 3.19% 15,063 $3.4M
13 Southern Capital Services Inc /Adv 3.07% 21,245 $4.8M
14 Marotta Asset Management 2.83% 68,662 $15.4M
15 Kinloch Capital, LLC 2.68% 29,235 $6.6M
16 Hippocratic Financial Advisors, LLC 2.43% 24,654 $5.5M
17 RCW Management, LLC 2.29% 9,945 $2.2M
18 Bonfire Financial 2.17% 12,813 $2.9M
19 Tranquilli Financial Advisor LLC 2.15% 16,411 $3.7M
20 Madden Advisory Services, Inc. 2.03% 22,949 $5.2M
21 Strategic Advocates LLC 1.93% 1,939 $435K
22 Calder Financial LLC 1.92% 8,657 $1.9M
23 Lighthouse Financial Services Inc /Adv 1.82% 35,939 $8.0M
24 Financial Advisory Partners, LLC 1.79% 28,244 $6.3M
25 PGIM Custom Harvest LLC 1.64% 468,988 $105.3M
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 (VDC)

What does the Smart Money Trend signal show for VDC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for VDC?

Slight buying edge — 52% buying: Last quarter: 285 funds bought or added vs 268 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 VDC holders?

Elite ownership — 53% AUM from top-100 funds: 25 of 625 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VDC. 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 VDC?

65% of holders stayed for 2+ years: 409 out of 627 hedge funds have held VDC 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 World Fd (VDC) following the 2026 Q1 hedge fund 13F filings?

As of today, VDC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VDC has gained nan% vs +15.1% 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.

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.

Full history →