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
↑ +204
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — VEA

Based on 2548 hedge funds · latest filing: 2025 Q4 · 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
2,548 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 — +18% more funds vs a year ago

fund count last 6Q
+381 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

1570 buying833 selling
Last quarter: 1,570 funds were net buyers (312 opened a brand new position + 1258 added to an existing one). Only 833 were sellers (725 trimmed + 108 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+164 vs last Q)

new funds entering per quarter
Funds opening a new VEA position: 189 → 200 → 148 → 312. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
1,687 out of 2,548 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.
📈

Growing discovery — still being found

228 → 189 → 200 → 148 → 312 new funds/Q
New funds entering each quarter: 189 → 200 → 148 → 312. A growing number of institutions are discovering VEA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 2,555 current holders: 1,664 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
32 of 2548 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

113 top-rated funds 247 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
6.8
/ 10
conviction
Hedge Fund Positioning: VEA
2026 Q1 Stats Unlock in 21 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2555 2353 8.58%
13F Shares 2.35B 2.23B 5.55%
Total Value $143.09B $134.29B 6.55%
New Positions 312 148 +164
Increased Positions 1270 1200 +70
Closed Positions 109 122 -13
Reduced Positions 736 747 -11
Total Calls 5 5 -
Total Puts 3 6 -50.0%
PUT/CALL Ratio 0.6 1.2 Bullish

Statistics: VEA

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

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.

Top 25 institutional holders of VEA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arlington Partners LLC 35.53% 277,768 $17.8M
2 WealthNavi Inc. 27.48% 49,481,329 $3.2M
3 Prosperity Advisers, LLC 27.22% 511,191 $32.8M
4 Brandywine Asset Management, Inc. 23.03% 445,676 $29.0M
5 GP Brinson Investments LLC 22.62% 777,776 $49.8M
6 Attessa Capital LLC 22.05% 632,694 $40.5M
7 Parker Financial LLC 20.41% 799,373 $51.1M
8 Financial Planning Navigators CORP 20.36% 724,688 $46.4M
9 Kopp Family Office, LLC 19.39% 439,867 $28.2M
10 Jacobsen Capital Management 18.93% 874,716 $56.1M
11 Northern Lights Advisors, Inc. 15.66% 365,441 $22.8M
12 Tanglewood Wealth Management, Inc. 15.46% 2,913,636 $186.7M
13 DiPaolo Financial Group, Inc. 15.39% 329,996 $21.1M
14 Clark Asset Management, LLC 15.39% 2,557,181 $163.9M
15 Vavra Capital Management, LLC 15.24% 244,639 $15.7M
16 OLIO Financial Planning 14.52% 818,156 $52.4M
17 William Mack & Associates, Inc. 14.13% 385,705 $24.7M
18 Cordant, Inc. 13.96% 536,709 $34.4M
19 Western Reserve Capital Management, LLC 13.54% 257,376 $16.5M
20 Ballentine Capital Advisors, Inc 13.52% 509,740 $32.7M
21 WestHill Financial Advisors, Inc. 13.41% 1,094,065 $70.1M
22 Arcadia Wealth Management, LLC 12.97% 559,227 $35.8M
23 Echo45 Advisors LLC 12.69% 352,211 $22.6M
24 MYECFO, LLC 12.20% 455,174 $29.2M
25 Arbor Investment Advisors, LLC 12.05% 1,445,106 $92.6M
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 — 65% buying: Last quarter: 1,570 funds were net buyers (312 opened a brand new position + 1258 added to an existing one). Only 833 were sellers (725 trimmed + 108 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VEA holders?

Strong quality — 34% AUM from major funds: 32 of 2548 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VEA?

66% of holders stayed for 2+ years: 1,687 out of 2,548 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.

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.