Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Wellington Fd (VFMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
4Q ▲
Buyers last Q
69%

Smart Money Signals — VFMO

Based on 199 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VFMO 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
199 hedge funds hold VFMO 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 — +49% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+49% 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 — 69% buying

124 buying56 selling
Last quarter: 124 funds were net buyers (45 opened a brand new position + 79 added to an existing one). Only 56 were sellers (40 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new VFMO position: 19 → 28 → 31 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 33% new

■ 36% conviction (2yr+) ■ 32% medium ■ 33% new
Of the 199 current holders: 71 (36%) held >2 years, 63 held 1–2 years, and 65 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +31% but shares only +4% — price-driven

Value
+30%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

20 → 19 → 28 → 31 → 45 new funds/Q
New funds entering each quarter: 19 → 28 → 31 → 45. 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.
📊

Mixed cohorts — 37% veterans, 38% new entrants

■ 37% veterans ■ 25% 1-2yr ■ 38% new
Of 201 current holders: 75 (37%) held 2+ years, 50 held 1–2 years, 76 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
17 of 196 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — VFMO

In 2026 Q2, 124 hedge funds were net buyers of VFMO (45 opened a new position, 79 added to an existing one), while 56 reduced or exited (40 trimmed, 16 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 199.

Hedge Fund Ownership: VFMO

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

Market Analysis: VFMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VFMO

-- --

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.

8 top-rated funds 3 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: VFMO
194 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 194 170 14.12%
13F Shares 3M 3M 3.86%
Total Value $803M $615M 30.54%
New Positions 44 31 +13
Increased Positions 78 73 +5
Closed Positions 17 17 -
Reduced Positions 40 37 +3
Total Calls 2 3 -33.33%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: VFMO

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Institutional Holders (2026 Q2)

194 + investors

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

QUARTER:
Top 25 VFMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Win Advisors, Inc 4.76% 53,521 $13.4M
2 Systelligence, LLC 3.90% 93,485 $23.3M
3 Ritholtz Wealth Management 2.75% 737,643 $184.0M
4 Financial Freedom, LLC 2.42% 21,091 $5.3M
5 Lincoln Capital Corp 2.15% 26,571 $6.6M
6 Anderson Hoagland & Co 2.15% 109,865 $27.4M
7 Wilkins Miller Wealth Management, LLC 2.03% 14,800 $3.7M
8 Valued Retirements, Inc. 1.82% 8,115 $2.0M
9 Armbruster Capital Management, Inc. 1.77% 47,516 $11.9M
10 Builder Investment Group Inc /Adv 1.67% 33,690 $8.4M
11 Davidson Investment Advisors 1.59% 156,341 $39.0M
12 MY Wealth Management Inc. 1.53% 8,717 $2.2M
13 Hobart Private Capital, LLC 1.38% 32,338 $8.1M
14 Financial Partners Group, Inc 1.35% 53,315 $13.3M
15 Cabot Wealth Management Inc 1.28% 50,284 $12.5M
16 Caitlin John, LLC 1.20% 8,811 $2.2M
17 Blom & Howell Financial Planning, Inc. 1.19% 6,246 $1.2M
18 Fig Financial Advisory Services Inc /Adv 1.17% 10,462 $1.7M
19 Nova Wealth Management, Inc. 0.99% 7,172 $1.8M
20 Odyssey Capital Advisors, Inc. 0.87% 4,869 $1.2M
21 Aspect Partners, LLC 0.87% 9,331 $2.3M
22 Nova R Wealth, Inc. 0.87% 11,920 $3.0M
23 TFB Advisors LLC 0.82% 7,434 $1.9M
24 Redwood Family Wealth LLC 0.81% 3,699 $923K
25 Great Valley Advisor Group, INC. 0.65% 165,303 $41.2M
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 Wellington Fd (VFMO)

What does the Smart Money Trend signal show for VFMO?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VFMO 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 VFMO?

More buyers than sellers — 69% buying: Last quarter: 124 funds were net buyers (45 opened a brand new position + 79 added to an existing one). Only 56 were sellers (40 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFMO holders?

Smaller funds dominant — 16% AUM from top-100: 17 of 196 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VFMO?

Mixed — 36% long-term, 33% new: Of the 199 current holders: 71 (36%) held >2 years, 63 held 1–2 years, and 65 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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