Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (VFH)

699 + 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
↑ +44
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — VFH

Based on 693 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
693 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 — +7% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

345 buying249 selling
Last quarter: 345 funds bought or added vs 249 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 (+41 vs last Q)

new funds entering per quarter
Funds opening a new VFH position: 66 → 64 → 54 → 95. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 23% medium ■ 15% new
434 out of 693 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

98 → 66 → 64 → 54 → 95 new funds/Q
New funds entering each quarter: 66 → 64 → 54 → 95. A growing number of institutions are discovering VFH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Of 699 current holders: 441 (63%) 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.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
23 of 693 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: 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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

53 top-rated funds 6 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: VFH
2026 Q1 Stats Unlock in 20 days 699 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 699 653 7.04%
13F Shares 52M 52M -0.1%
Total Value $6.91B $6.74B 2.46%
New Positions 96 54 +42
Increased Positions 255 229 +26
Closed Positions 51 53 -2
Reduced Positions 207 215 -8
Total Calls 4 3 33.33%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 0.67 Neutral

Statistics: VFH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

699 + investors

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

Top 25 institutional holders of VFH — 2025 Q4 · 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 Ayalon Insurance Comp Ltd. 4.39% 178,031 $22K
5 LCM Capital Management Inc 3.75% 61,912 $7.5M
6 North Forty Two & Co. 3.65% 32,707 $4.0M
7 RCW Management, LLC 3.49% 28,222 $3.4M
8 Wheelhouse Advisory Group LLC 3.35% 83,692 $10.1M
9 Winthrop Capital Management, LLC 3.20% 103,156 $12K
10 CMH Wealth Management LLC 3.01% 145,284 $17.6M
11 PENOBSCOT WEALTH MANAGEMENT 1.69% 47,272 $5.7M
12 FOUNDERS GROVE WEALTH PARTNERS, LLC 1.62% 59,085 $7.1M
13 MontVue Capital Management, Inc. 1.53% 18,625 $2.3M
14 Silver Coast Investments LLC 1.49% 38,771 $4.7M
15 JM2 Capital Inc. 1.46% 14,570 $1.8M
16 Terra Nova Asset Management LLC 1.44% 16,118 $1.9M
17 Quaker Wealth Management, LLC 1.34% 35,526 $4.3M
18 FIRST FINANCIAL CORP /IN/ 1.32% 27,832 $3.4M
19 Sharper & Granite LLC 1.09% 26,339 $3.2M
20 Joule Financial, LLC 1.07% 30,418 $3.7M
21 Gibraltar Capital Management, Inc. 1.05% 50,692 $6.1M
22 KDK Private Wealth Management, LLC 1.01% 9,105 $1.1M
23 NORTHSTAR ASSET MANAGEMENT Co 0.99% 36,611 $4.4M
24 Odyssey Capital Advisors, Inc. 0.96% 8,910 $1.1M
25 WBH ADVISORY INC 0.91% 100,902 $12.2M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 58% buying: Last quarter: 345 funds bought or added vs 249 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 — 69% AUM from top-100 funds: 23 of 693 holders are among the 100 largest funds by AUM, controlling 69% 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?

63% of holders stayed for 2+ years: 434 out of 693 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.