Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VFH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — VFH

Based on 733 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VFH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
733 hedge funds hold VFH 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 — +6% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

303 buying325 selling
Last quarter: 325 funds reduced or exited vs 303 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-32 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 71 → 59 → 101 → 69. 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.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 16% new
446 out of 733 hedge funds have held VFH 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

70 → 71 → 59 → 101 → 69 new funds/Q
New funds entering each quarter: 71 → 59 → 101 → 69. A growing number of institutions are discovering VFH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 739 holders: 465 (63%) are 2+ year veterans, 115 entered 1–2 years ago, and 159 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
29 of 733 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in VFH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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.

Institutional Sentiment Summary — VFH

In 2026 Q1, 303 hedge funds were net buyers of VFH (69 opened a new position, 234 added to an existing one), while 325 reduced or exited (247 trimmed, 78 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 70% of total institutional value in VFH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 733.

Hedge Fund Ownership: VFH

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

Market Analysis: VFH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VFH

-- --

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

Is It Too Late to Buy Vanguard World Fd (VFH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VFH 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 · 76d ago
VFH
+9.4%
SPY
+15.9%

VFH outperformed SPY by -6.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
VFH
+5.5%
SPY
+2.0%

Since the filing became public, VFH outperformed SPY by +3.5% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 6 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: VFH
726 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 726 742 -2.16%
13F Shares 54M 52M 3.15%
Total Value $6.26B $6.97B -10.21%
New Positions 68 101 -33
Increased Positions 232 258 -26
Closed Positions 84 53 +31
Reduced Positions 243 210 +33
Total Calls 3 5 -40.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: VFH

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Institutional Holders (2026 Q1)

726 + investors

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

QUARTER:
Top 25 VFH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marmo Financial Group, LLC 6.14% 102,669 $12.4M
2 Searcy Financial Services Inc /Adv 5.12% 114,275 $13.8M
3 Trust Co of Oklahoma 5.05% 143,602 $17.3M
4 Richmond Brothers, Inc. 4.11% 51,132 $6.2M
5 Beacon Capital Management, Inc. 3.77% 554,302 $67.0M
6 LCM Capital Management Inc 3.75% 61,912 $7.5M
7 North Forty Two & Co. 3.65% 32,707 $4.0M
8 RCW Management, LLC 3.49% 28,222 $3.4M
9 Cedar Mountain Advisors, LLC 3.43% 145,240 $17.5M
10 Wheelhouse Advisory Group LLC 3.35% 83,692 $10.1M
11 Wall Street Financial Group, Inc. 3.12% 43,619 $5.3M
12 PGIM Custom Harvest LLC 3.06% 1,623,706 $196.2M
13 CMH Wealth Management LLC 3.01% 145,284 $17.6M
14 Financial Freedom, LLC 2.42% 40,151 $4.9M
15 Altura Wealth Advisors Inc. 2.09% 39,708 $4.8M
16 Theory Financial LLC 2.03% 47,928 $5.8M
17 Penobscot Wealth Management 1.69% 47,272 $5.7M
18 Founders Grove Wealth Partners, LLC 1.62% 59,085 $7.1M
19 MontVue Capital Management, Inc. 1.53% 18,625 $2.3M
20 Calton & Associates, INC. 1.53% 88,050 $10.6M
21 Silver Coast Investments LLC 1.49% 38,771 $4.7M
22 Tandem Wealth Advisors LLC 1.49% 27,577 $3.3M
23 JM2 Capital Inc. 1.46% 14,570 $1.8M
24 Terra Nova Asset Management LLC 1.44% 16,118 $1.9M
25 Argentarii, LLC 1.34% 31,819 $3.8M
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 (VFH)

What does the Smart Money Trend signal show for VFH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VFH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VFH?

More sellers than buyers — 48% buying: Last quarter: 325 funds reduced or exited vs 303 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VFH holders?

Elite ownership — 70% AUM from top-100 funds: 29 of 733 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in VFH. 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 VFH?

61% of holders stayed for 2+ years: 446 out of 733 hedge funds have held VFH 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 (VFH) following the 2026 Q1 hedge fund 13F filings?

As of today, VFH has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.5%. Since the quarter end (March 31, 2026), VFH has gained +9.4% vs +15.9% 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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