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
↑ +108
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — VEA

Based on 2875 hedge funds · latest filing: 2026 Q1 · 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
2,875 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+486 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

1631 buying1096 selling
Last quarter: 1,631 funds were net buyers (253 opened a brand new position + 1378 added to an existing one). Only 1,096 were sellers (951 trimmed + 145 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-106 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 224 → 168 → 359 → 253. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
1,815 out of 2,875 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.
🚀

Acceleration phase — new buyers rushing in

205 → 224 → 168 → 359 → 253 new funds/Q
New funds entering each quarter: 224 → 168 → 359 → 253. 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 — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 2,885 holders: 1,864 (65%) are 2+ year veterans, 412 entered 1–2 years ago, and 609 (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 2873 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 Q1, 1631 hedge funds were net buyers of VEA (253 opened a new position, 1378 added to an existing one), while 1096 reduced or exited (951 trimmed, 145 sold completely) — a 60% 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: +108 funds (more new holders than closures). Total institutional holders: 2875.

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 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 · 79d ago
VEA
+12.9%
SPY
+13.9%

VEA outperformed SPY by -1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VEA
+4.7%
SPY
+0.2%

Since the filing became public, VEA outperformed SPY by +4.5% .

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 ?
Strong Institutional Conviction

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

65 top-rated funds 316 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
6.7
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2831 2766 2.35%
13F Shares 2.36B 2.38B -0.9%
Total Value $136.51B $144.71B -5.66%
New Positions 233 359 -126
Increased Positions 1365 1348 +17
Closed Positions 168 113 +55
Reduced Positions 938 772 +166
Total Calls 5 5 -
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: VEA

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Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keewaydin Investments LLC 44.00% 2,176,727 $139.5M
2 Inherent Management Corp. 38.15% 1,171,437 $75.1M
3 TFO Wealth Partners, LLC 37.42% 4,294,262 $275.2M
4 Arlington Partners LLC 35.53% 277,768 $17.8M
5 Jasper Ridge Partners, L.P. 30.13% 21,127,620 $1.35B
6 Bakala Capital LLC 28.46% 92,360 $5.9M
7 Prosperity Advisers, LLC 27.22% 511,191 $32.8M
8 Axos Invest Inc. 25.34% 523,151 $33.5M
9 Brandywine Asset Management, Inc. 23.03% 445,676 $29.0M
10 Fiduciary Wealth Partners, LLC 22.88% 545,488 $35.0M
11 GP Brinson Investments LLC 22.62% 777,776 $49.8M
12 Attessa Capital LLC 22.05% 632,694 $40.5M
13 PACK Private Wealth, LLC 21.79% 740,272 $47.4M
14 Parker Financial LLC 20.41% 799,373 $51.1M
15 Financial Planning Navigators CORP 20.36% 724,688 $46.4M
16 Ally Invest Advisors Inc. 19.66% 4,557,340 $292.0M
17 Kopp Family Office, LLC 19.39% 439,867 $28.2M
18 Nicholas Hoffman & Company, LLC. 19.04% 12,874,922 $825.0M
19 Jacobsen Capital Management 18.93% 874,716 $56.1M
20 Up Strategic Wealth Investment Advisors LLC 18.09% 412,336 $28.7M
21 Creekmur Asset Management LLC 17.02% 3,524 $226K
22 United Financial Planning Group LLC 16.51% 435,762 $27.9M
23 Signal Tree Financial Partners LLC 16.49% 340,970 $21.8M
24 Seaside Wealth Management, Inc. 16.14% 895,783 $57.4M
25 Aufman Associates Inc 15.95% 507,208 $32.5M
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 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 — 60% buying: Last quarter: 1,631 funds were net buyers (253 opened a brand new position + 1378 added to an existing one). Only 1,096 were sellers (951 trimmed + 145 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 2873 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?

63% of holders stayed for 2+ years: 1,815 out of 2,875 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 Q1 hedge fund 13F filings?

As of today, VEA has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), VEA has gained +12.9% vs +13.9% 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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