Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VFH)

753 + 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
↑ +26
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — VFH

Based on 759 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VFH 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
759 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 — +10% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

314 buying309 selling
Last quarter: 314 funds bought or added vs 309 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new VFH position: 59 → 101 → 69 → 89. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
468 out of 759 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.
➡️

Steady discovery — ~89 new funds/quarter

72 → 59 → 101 → 69 → 89 new funds/Q
New funds entering each quarter: 59 → 101 → 69 → 89. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 765 holders: 488 (64%) are 2+ year veterans, 116 entered 1–2 years ago, and 161 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
30 of 758 holders are among the 100 largest funds by AUM, controlling 71% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 314 hedge funds were net buyers of VFH (89 opened a new position, 225 added to an existing one), while 309 reduced or exited (246 trimmed, 63 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 71% of total institutional value in VFH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 759.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 8 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: VFH
753 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 753 733 2.73%
13F Shares 50M 54M -6.85%
Total Value $6.47B $6.26B 3.21%
New Positions 89 69 +20
Increased Positions 222 234 -12
Closed Positions 68 79 -11
Reduced Positions 245 244 +1
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: VFH

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Institutional Holders (2026 Q2)

753 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Searcy Financial Services Inc /Adv 5.04% 114,112 $15.0M
2 Trust Co of Oklahoma 4.83% 142,855 $18.8M
3 Beacon Capital Management, Inc. 3.81% 478,035 $62.9M
4 North Forty Two & Co. 3.66% 32,707 $4.3M
5 LCM Capital Management Inc 3.60% 63,009 $8.3M
6 Mosley Wealth Management 3.38% 80,709 $10.6M
7 RCW Management, LLC 3.34% 28,309 $3.7M
8 Cedar Mountain Advisors, LLC 3.32% 146,558 $19.3M
9 Wheelhouse Advisory Group LLC 3.27% 88,023 $11.6M
10 Wall Street Financial Group, Inc. 3.16% 44,949 $5.9M
11 CMH Wealth Management LLC 3.03% 150,808 $19.8M
12 PGIM Custom Harvest LLC 2.78% 1,686,235 $221.9M
13 Altura Wealth Advisors Inc. 1.98% 44,706 $5.9M
14 Theory Financial LLC 1.94% 46,809 $6.2M
15 Financial Freedom, LLC 1.91% 31,625 $4.2M
16 Penobscot Wealth Management 1.70% 48,290 $6.4M
17 Founders Grove Wealth Partners, LLC 1.64% 62,306 $8.2M
18 Silver Coast Investments LLC 1.55% 39,595 $5.2M
19 Tandem Wealth Advisors LLC 1.49% 28,535 $3.8M
20 Richmond Brothers, Inc. 1.48% 21,641 $2.8M
21 MontVue Capital Management, Inc. 1.41% 18,625 $2.5M
22 Quaker Wealth Management, LLC 1.40% 36,583 $4.8M
23 Horizon Family Wealth, Inc. 1.36% 22,626 $3.0M
24 Argentarii, LLC 1.35% 31,576 $4.5M
25 JM2 Capital Inc. 1.31% 14,490 $1.9M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VFH 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 VFH?

Slight buying edge — 50% buying: Last quarter: 314 funds bought or added vs 309 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VFH holders?

Elite ownership — 71% AUM from top-100 funds: 30 of 758 holders are among the 100 largest funds by AUM, controlling 71% 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?

62% of holders stayed for 2+ years: 468 out of 759 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.

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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