Stock Analysis
Data Source: SEC EDGAR 13F
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Ishares Inc (VEGI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — VEGI

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VEGI 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
69 hedge funds hold VEGI 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 — +35% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+35% 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

38 buying24 selling
Last quarter: 38 funds were net buyers (16 opened a brand new position + 22 added to an existing one). Only 24 were sellers (11 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 25 → 16. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 23% medium ■ 32% new
31 out of 69 hedge funds have held VEGI 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

8 → 7 → 9 → 25 → 16 new funds/Q
New funds entering each quarter: 7 → 9 → 25 → 16. 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 — 55% veterans vs 36% newcomers

■ 55% veterans ■ 9% 1-2yr ■ 36% new
Entry-cohort mix of 69 holders: 38 (55%) are 2+ year veterans, 6 entered 1–2 years ago, and 25 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
16 of 68 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VEGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — VEGI

In 2026 Q2, 38 hedge funds were net buyers of VEGI (16 opened a new position, 22 added to an existing one), while 24 reduced or exited (11 trimmed, 13 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in VEGI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: VEGI

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

Market Analysis: VEGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VEGI

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: VEGI
2026 Q3 Stats Unlock in 45 days 67 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 67 66 1.52%
13F Shares 1M 1M -10.39%
Total Value $54M $63M -14.16%
New Positions 15 25 -10
Increased Positions 22 18 +4
Closed Positions 13 8 +5
Reduced Positions 11 5 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VEGI

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Institutional Holders (2026 Q2)

67 + investors

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

QUARTER:
Top 25 VEGI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spruce Point Capital Management, LLC 3.81% 50,000 $2.2M
2 Palladiem, LLC 1.63% 38,071 $1.7M
3 Comprehensive Money Management Services LLC 0.88% 31,650 $1.4M
4 Brookwood Investment Group LLC 0.33% 66,735 $2.9M
5 Farrell Financial LLC 0.28% 11,636 $513K
6 Caitlin John, LLC 0.24% 9,866 $435K
7 Fairview Capital Investment Management, LLC 0.14% 61,576 $2.7M
8 OVERSEA-CHINESE BANKING Corp Ltd 0.11% 118,308 $5.2M
9 O'ROURKE & COMPANY, Inc 0.10% 6,508 $287K
10 Nations Financial Group Inc, /Ia/ /Adv 0.04% 20,248 $893K
11 Wormser Freres Gestion 0.04% 1,500 $66K
12 Gts Securities LLC 0.03% 35,927 $1.6M
13 BIP Wealth, LLC 0.03% 25,210 $1.1M
14 Oxbow Advisors, LLC 0.02% 6,623 $292K
15 Sankala Group LLC 0.02% 773 $34K
16 United Financial Planning Group LLC 0.02% 904 $40K
17 Pension & Wealth Management Advisors, INC. 0.02% 456 $20K
18 Westside Investment Management, Inc. 0.01% 1,838 $81K
19 Commonwealth Retirement Investments LLC 0.01% 858 $38K
20 Menora Mivtachim Holdings LTD. 0.01% 33,000 $1.5M
21 National Bank of Canada /Fi/ 0.00% 88,407 $3.9M
22 Wellington-Altus USA INC. 0.00% 56 $2K
23 Pinnacle Wealth Planning Services, Inc. 0.00% 305 $13K
24 IFP Advisors, Inc 0.00% 1,400 $62K
25 Mml Investors Services, LLC 0.00% 12,343 $544K
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 — Ishares Inc (VEGI)

What does the Smart Money Trend signal show for VEGI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VEGI 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 VEGI?

More buyers than sellers — 61% buying: Last quarter: 38 funds were net buyers (16 opened a brand new position + 22 added to an existing one). Only 24 were sellers (11 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VEGI holders?

Elite ownership — 49% AUM from top-100 funds: 16 of 68 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VEGI. 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 VEGI?

45% of holders stayed for 2+ years: 31 out of 69 hedge funds have held VEGI 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.

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