Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VDE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — VDE

Based on 765 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VDE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
765 hedge funds hold VDE 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 — +19% more funds vs a year ago

fund count last 6Q
+124 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

317 buying381 selling
Last quarter: 381 funds reduced or exited vs 317 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.
⚠️

Fewer new buyers each quarter (-68 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 86 → 154 → 86. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 20% new
478 out of 765 hedge funds have held VDE 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

42 → 56 → 86 → 154 → 86 new funds/Q
New funds entering each quarter: 56 → 86 → 154 → 86. 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 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 772 holders: 507 (66%) are 2+ year veterans, 96 entered 1–2 years ago, and 169 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
36 of 765 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in VDE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VDE

In 2026 Q2, 317 hedge funds were net buyers of VDE (86 opened a new position, 231 added to an existing one), while 381 reduced or exited (287 trimmed, 94 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in VDE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 765.

Hedge Fund Ownership: VDE

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

Market Analysis: VDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VDE

-- --

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

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

Signal Freshness measures how much VDE has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 87d ago
VDE
+16.8%
SPY
+3.1%

VDE outperformed SPY by +13.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
VDE
+0.4%
SPY
-1.8%

Since the filing became public, VDE outperformed SPY by +2.2% .

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.

16 top-rated funds 6 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: VDE
756 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 756 773 -2.2%
13F Shares 21M 22M -5.3%
Total Value $3.02B $3.67B -17.63%
New Positions 80 154 -74
Increased Positions 230 258 -28
Closed Positions 97 44 +53
Reduced Positions 283 216 +67
Total Calls 4 4 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: VDE

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

756 + investors

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

QUARTER:
Top 25 VDE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Allen Wealth Management, LLC 7.33% 100,242 $15.0M
2 Beacon Capital Management, Inc. 5.58% 614,009 $92.2M
3 TrueWealth Financial Partners 5.27% 84,927 $12.8M
4 SWAN Capital LLC 3.95% 76,808 $11.5M
5 Greenline Partners, LLC 2.58% 169,158 $25.4M
6 North Forty Two & Co. 2.56% 20,072 $3.0M
7 Uptown Financial Advisors LLC 2.50% 25,298 $3.8M
8 Stegent Equity Advisors, Inc. 2.34% 21,748 $3.3M
9 Stapp Wealth Management, Pllc 2.26% 11,530 $1.7M
10 Tranquilli Financial Advisor LLC 2.13% 26,418 $4.0M
11 GoalFusion Wealth Management, LLC 2.10% 34,639 $5.2M
12 Indie Asset Partners, LLC 2.10% 14,602 $2.2M
13 Flatrock Wealth Partners LLC 2.02% 34,265 $5.1M
14 Newport Capital Group, LLC 1.99% 23,576 $3.5M
15 Miramontes Capital, LLC 1.90% 44,282 $5.6M
16 CMH Wealth Management LLC 1.83% 79,777 $12.0M
17 Gerald Baker Financial Group LLC 1.77% 41,521 $6.2M
18 J. M. Brown & Associates Inc. 1.74% 20,287 $3.0M
19 Richmond Brothers, Inc. 1.69% 21,692 $3.3M
20 Partners Wealth Management, LLC 1.62% 11,012 $1.7M
21 Seamount Financial Group Inc 1.61% 26,520 $4.0M
22 Guardian Wealth Management, LLC 1.60% 38,044 $5.7M
23 Dunhill Financial, LLC 1.58% 50,901 $7.7M
24 SHUTTLEWORTH & Co 1.58% 13,123 $2.0M
25 Smallwood Wealth Investment Management, LLC 1.53% 23,274 $3.5M
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 World Fd (VDE)

What does the Smart Money Trend signal show for VDE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VDE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VDE?

More sellers than buyers — 45% buying: Last quarter: 381 funds reduced or exited vs 317 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 VDE holders?

Elite ownership — 48% AUM from top-100 funds: 36 of 765 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in VDE. 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 VDE?

62% of holders stayed for 2+ years: 478 out of 765 hedge funds have held VDE 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 (VDE) following the 2026 Q2 hedge fund 13F filings?

As of today, VDE has moved +0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (June 30, 2026), VDE has gained +16.8% vs +3.1% 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.

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