Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard 500 Index Admiral (VFIAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
53%

Smart Money Signals — VFIAX

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their VFIAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 70% of 3.0Y peak

70% of all-time peak
35 funds currently hold this stock — 70% of the 3.0-year high of 50 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 30% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold VFIAX compared to a year ago (-30% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

18 buying16 selling
Last quarter: 18 funds bought or added vs 16 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.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 9 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 11% new
25 out of 35 hedge funds have held VFIAX 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.
📊

Peak discovery — momentum slowing

12 → 3 → 9 → 5 → 4 new funds/Q
New funds entering each quarter: 3 → 9 → 5 → 4. VFIAX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 35 holders: 25 (71%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 35 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — 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 — VFIAX

In 2026 Q1, 18 hedge funds were net buyers of VFIAX (4 opened a new position, 14 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: VFIAX

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

Market Analysis: VFIAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VFIAX

-- --

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

Is It Too Late to Buy Vanguard 500 Index Admiral (VFIAX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VFIAX 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 · 78d ago
VFIAX
+15.3%
SPY
+15.9%

VFIAX outperformed SPY by -0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
VFIAX
+1.5%
SPY
+2.0%

Since the filing became public, VFIAX outperformed SPY by -0.5% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: VFIAX
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 37 -8.11%
13F Shares 489K 492K -0.62%
Total Value $291M $311M -6.49%
New Positions 3 5 -2
Increased Positions 14 13 +1
Closed Positions 6 8 -2
Reduced Positions 10 13 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VFIAX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 VFIAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Merchants Corp 4.87% 212,425 $128.0M
2 Fulton Bank, N.A. 2.69% 126,779 $76.4M
3 Hemenway Trust Co LLC 1.03% 21,310 $12.8M
4 Arvest Bank Trust Division 0.96% 29,221 $17.6M
5 Coston, McIsaac & Partners 0.75% 5,496 $3.3M
6 NORTHSTAR ASSET MANAGEMENT Co 0.60% 4,465 $2.7M
7 North Star Asset Management Inc 0.55% 21,045 $12.7M
8 McIlrath & Eck, LLC 0.33% 7,410 $4.5M
9 Dempze Nancy E 0.27% 815 $491K
10 Carret Asset Management, LLC 0.23% 3,908 $2.4M
11 Sippican Capital Advisors 0.23% 556 $335K
12 Grey Fox Wealth Advisors, LLC 0.22% 1,868 $1.1M
13 Redwood Wealth Management Group, LLC 0.21% 791 $477K
14 Kohmann Bosshard Financial Services, LLC 0.20% 3,978 $2.4M
15 Violich Capital Management, Inc. 0.16% 2,333 $1.4M
16 Moody Lynn Lieberson & Walker, LLC 0.16% 4,737 $2.9M
17 North Point Portfolio Managers Corp/Oh 0.14% 1,312 $791K
18 Riverbridge Partners LLC 0.11% 7,184 $4.3M
19 O'Brien Greene & Co. Inc 0.10% 587 $354K
20 Ethos Financial Group, LLC 0.08% 1,863 $1.1M
21 Braun Stacey Associates Inc 0.07% 3,418 $2.1M
22 Kidder Stephen W 0.07% 375 $226K
23 Williams Jones Wealth Management, LLC. 0.06% 8,560 $5.2M
24 PSI Advisors, LLC 0.05% 380 $229K
25 Great Lakes Advisors, LLC 0.05% 9,860 $5.9M
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 500 Index Admiral (VFIAX)

What does the Smart Money Trend signal show for VFIAX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their VFIAX 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 VFIAX?

Slight buying edge — 53% buying: Last quarter: 18 funds bought or added vs 16 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 VFIAX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 35 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VFIAX?

71% of holders stayed for 2+ years: 25 out of 35 hedge funds have held VFIAX 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 500 Index Admiral (VFIAX) following the 2026 Q1 hedge fund 13F filings?

As of today, VFIAX has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), VFIAX has gained +15.3% 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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