Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VDE)

762 + 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
↑ +110
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — VDE

Based on 772 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VDE 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
772 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 — +14% more funds vs a year ago

fund count last 6Q
+94 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 buyers than sellers — 61% buying

414 buying261 selling
Last quarter: 414 funds were net buyers (154 opened a brand new position + 260 added to an existing one). Only 261 were sellers (217 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+69 vs last Q)

new funds entering per quarter
Funds opening a new VDE position: 41 → 56 → 85 → 154. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
455 out of 772 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.
💰

Value +45% but shares only +8% — price-driven

Value
+45%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +45%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

75 → 41 → 56 → 85 → 154 new funds/Q
New funds entering each quarter: 41 → 56 → 85 → 154. 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 — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 777 holders: 490 (63%) are 2+ year veterans, 101 entered 1–2 years ago, and 186 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
31 of 769 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — VDE

In 2026 Q1, 414 hedge funds were net buyers of VDE (154 opened a new position, 260 added to an existing one), while 261 reduced or exited (217 trimmed, 44 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in VDE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +110 funds (more new holders than closures). Total institutional holders: 772.

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 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 · 81d ago
VDE
nan%
SPY
+15.1%

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

Since 13F Filing Date May 15, 2026 · 36d ago
VDE
nan%
SPY
+1.3%

Since the filing became public, VDE 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.

23 top-rated funds 11 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: VDE
762 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 762 662 15.11%
13F Shares 22M 20M 7.25%
Total Value $3.65B $2.53B 44.24%
New Positions 151 85 +66
Increased Positions 254 226 +28
Closed Positions 51 52 -1
Reduced Positions 215 215 -
Total Calls 4 5 -20.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 0.8 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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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

762 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Allen Wealth Management, LLC 9.41% 108,606 $18.8M
2 Beacon Capital Management, Inc. 7.02% 720,530 $124.7M
3 TrueWealth Financial Partners 5.86% 84,984 $14.7M
4 Richmond Brothers, Inc. 5.67% 49,212 $8.5M
5 SWAN Capital LLC 5.36% 84,302 $14.6M
6 Boxwood Ventures, Inc. 5.08% 27,720 $4.8M
7 Stegent Equity Advisors, Inc. 4.78% 32,409 $5.6M
8 Retireful, LLC 3.80% 15,588 $2.7M
9 Uptown Financial Advisors LLC 3.51% 25,528 $4.4M
10 North Forty Two & Co. 3.20% 20,022 $3.5M
11 Greenline Partners, LLC 3.04% 163,244 $28.2M
12 Indie Asset Partners, LLC 2.93% 14,847 $2.6M
13 Flatrock Wealth Partners LLC 2.77% 35,643 $6.2M
14 Tranquilli Financial Advisor LLC 2.77% 27,423 $4.7M
15 Evelyn Partners Asset Management Ltd 2.71% 63,454 $11.0M
16 Stapp Wealth Management, Pllc 2.53% 11,470 $2.0M
17 GoalFusion Wealth Management, LLC 2.47% 31,495 $5.4M
18 CMH Wealth Management LLC 2.32% 78,038 $13.5M
19 Newport Capital Group, LLC 2.25% 21,368 $3.7M
20 Berkeley Capital Partners, LLC 2.16% 53,817 $9.3M
21 Guardian Wealth Management, LLC 2.14% 40,860 $7.1M
22 Smallwood Wealth Investment Management, LLC 2.08% 22,817 $3.9M
23 Seamount Financial Group Inc 2.06% 26,464 $4.6M
24 Gerald Baker Financial Group LLC 2.04% 42,592 $5.2M
25 SHUTTLEWORTH & Co 2.01% 12,829 $2.2M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VDE 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 VDE?

More buyers than sellers — 61% buying: Last quarter: 414 funds were net buyers (154 opened a brand new position + 260 added to an existing one). Only 261 were sellers (217 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VDE holders?

Elite ownership — 46% AUM from top-100 funds: 31 of 769 holders are among the 100 largest funds by AUM, controlling 46% 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?

59% of holders stayed for 2+ years: 455 out of 772 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 Q1 hedge fund 13F filings?

As of today, VDE 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), VDE 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.

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