Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Tax-Managed Fds (VEA)

3K + Investors. Track Smart Money conviction in VEA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +129
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — VEA

Based on 3007 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VEA 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
3,007 hedge funds hold VEA 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+521 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

1706 buying1106 selling
Last quarter: 1,706 funds were net buyers (254 opened a brand new position + 1452 added to an existing one). Only 1,106 were sellers (981 trimmed + 125 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~254 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 168 → 362 → 255 → 254. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
1,877 out of 3,007 hedge funds have held VEA 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 — ~254 new funds/quarter

225 → 168 → 362 → 255 → 254 new funds/Q
New funds entering each quarter: 168 → 362 → 255 → 254. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 3,015 holders: 1,970 (65%) are 2+ year veterans, 400 entered 1–2 years ago, and 645 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
43 of 3002 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VEA. 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 — VEA

In 2026 Q2, 1706 hedge funds were net buyers of VEA (254 opened a new position, 1452 added to an existing one), while 1106 reduced or exited (981 trimmed, 125 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in VEA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +129 funds (more new holders than closures). Total institutional holders: 3007.

Hedge Fund Ownership: VEA

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

Market Analysis: VEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VEA

-- --

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

Is It Too Late to Buy Vanguard Tax-Managed Fds (VEA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VEA 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 · 88d ago
VEA
+0.2%
SPY
+5.8%

VEA outperformed SPY by -5.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 43d ago
VEA
-2.8%
SPY
+1.6%

Since the filing became public, VEA outperformed SPY by -4.4% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 337 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: VEA
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2980 2878 3.54%
13F Shares 2.39B 2.36B 1.37%
Total Value $155.01B $136.90B 13.23%
New Positions 243 255 -12
Increased Positions 1443 1377 +66
Closed Positions 136 147 -11
Reduced Positions 978 949 +29
Total Calls 6 5 20.0%
Total Puts 5 5 -
PUT/CALL Ratio 0.83 1.0 Neutral

Statistics: VEA

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Institutional Holders (2026 Q2)

3K + investors

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

QUARTER:
Top 25 VEA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keewaydin Investments LLC 42.98% 2,090,711 $149.0M
2 Arlington Partners LLC 38.35% 298,007 $21.2M
3 TFO Wealth Partners, LLC 32.81% 4,233,276 $301.6M
4 Bakala Capital LLC 28.98% 92,853 $6.6M
5 Prosperity Advisers, LLC 26.73% 518,133 $36.9M
6 Axos Invest Inc. 24.41% 468,067 $33.3M
7 Jasper Ridge Partners, L.P. 24.28% 15,979,954 $1.14B
8 Inherent Management Corp. 23.41% 846,437 $60.3M
9 GP Brinson Investments LLC 22.63% 777,776 $55.4M
10 PACK Private Wealth, LLC 21.97% 744,441 $53.0M
11 Attessa Capital LLC 21.11% 660,376 $47.1M
12 Fiduciary Wealth Partners, LLC 20.88% 532,351 $37.9M
13 Parker Financial LLC 20.47% 785,493 $56.0M
14 Wealth Management Strategies, Inc. 19.68% 706,718 $50.4M
15 Ally Invest Advisors Inc. 19.64% 4,566,227 $325.3M
16 Nicholas Hoffman & Company, LLC. 19.55% 13,000,607 $926.3M
17 Kopp Family Office, LLC 19.17% 439,108 $31.3M
18 Financial Planning Navigators CORP 18.97% 711,256 $50.7M
19 Up Strategic Wealth Investment Advisors LLC 18.35% 425,817 $30.8M
20 Vilga Financial Planning LLC 17.92% 331,981 $23.7M
21 Tanglewood Wealth Management, Inc. 17.90% 2,953,730 $210.5M
22 Jacobsen Capital Management 17.36% 833,132 $59.4M
23 Signal Tree Financial Partners LLC 16.59% 351,380 $25.0M
24 Amara Financial, LLC. 16.36% 383,828 $27.3M
25 United Financial Planning Group LLC 16.31% 450,640 $32.1M
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 Tax-Managed Fds (VEA)

What does the Smart Money Trend signal show for VEA?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VEA 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 VEA?

More buyers than sellers — 61% buying: Last quarter: 1,706 funds were net buyers (254 opened a brand new position + 1452 added to an existing one). Only 1,106 were sellers (981 trimmed + 125 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VEA holders?

Elite ownership — 45% AUM from top-100 funds: 43 of 3002 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VEA. 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 VEA?

62% of holders stayed for 2+ years: 1,877 out of 3,007 hedge funds have held VEA 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 Tax-Managed Fds (VEA) following the 2026 Q2 hedge fund 13F filings?

As of today, VEA has moved -2.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.4%. Since the quarter end (June 30, 2026), VEA has gained +0.2% vs +5.8% 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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