Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WELLINGTON FD (VFMO)

145 + 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
↑ +18
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — VFMO

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
145 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 — +26% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+26% 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 — 64% buying

83 buying47 selling
Last quarter: 83 funds were net buyers (26 opened a brand new position + 57 added to an existing one). Only 47 were sellers (39 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new VFMO position: 30 → 18 → 16 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 26% new

■ 37% conviction (2yr+) ■ 37% medium ■ 26% new
Of the 145 current holders: 53 (37%) held >2 years, 54 held 1–2 years, and 38 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.
➡️

Steady discovery — ~26 new funds/quarter

24 → 30 → 18 → 16 → 26 new funds/Q
New funds entering each quarter: 30 → 18 → 16 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 21% 1-2yr ■ 38% new
Of 145 current holders: 59 (41%) 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.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 145 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: VFMO
2026 Q1 Stats Unlock in 14 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 127 14.17%
13F Shares 3M 3M -7.82%
Total Value $578M $622M -7.18%
New Positions 26 16 +10
Increased Positions 57 55 +2
Closed Positions 8 16 -8
Reduced Positions 39 36 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VFMO

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Valuation Measures Data as of: --

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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)

145 + investors

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

Top 25 institutional holders of VFMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WIN ADVISORS, INC 5.01% 55,549 $10.9M
2 Systelligence, LLC 3.95% 103,048 $20.3M
3 CABOT WEALTH MANAGEMENT INC 2.66% 117,522 $23.2M
4 RITHOLTZ WEALTH MANAGEMENT 2.42% 707,199 $139.4M
5 ANDERSON HOAGLAND & CO 1.94% 114,226 $22.5M
6 Financial Freedom, LLC 1.89% 19,229 $3.8M
7 LINCOLN CAPITAL CORP 1.87% 25,711 $5.1M
8 Wilkins Miller Wealth Management, LLC 1.70% 14,242 $2.8M
9 Armbruster Capital Management, Inc. 1.60% 49,616 $9.8M
10 Financial Partners Group, Inc 1.24% 52,775 $10.4M
11 Hobart Private Capital, LLC 1.24% 32,046 $6.3M
12 Nova Wealth Management, Inc. 0.99% 7,718 $1.5M
13 DAVIDSON INVESTMENT ADVISORS 0.95% 127,332 $19.3M
14 Odyssey Capital Advisors, Inc. 0.89% 5,018 $989K
15 Aspect Partners, LLC 0.79% 9,823 $1.9M
16 Nova R Wealth, Inc. 0.76% 12,037 $2.4M
17 TFB Advisors LLC 0.71% 6,925 $1.4M
18 Riverview Trust Co 0.52% 2,128 $419K
19 BUILDER INVESTMENT GROUP INC /ADV 0.51% 11,918 $2.3M
20 PARTNERS WEALTH MANAGEMENT, LLC 0.50% 2,438 $481K
21 Redhawk Wealth Advisors, Inc. 0.48% 22,012 $4.3M
22 Harbor Asset Planning, Inc. 0.40% 2,416 $476K
23 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% 109,211 $21.5M
24 IAM Advisory, LLC 0.36% 8,119 $1.6M
25 Stratos Wealth Advisors, LLC 0.33% 27,371 $5.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 64% buying: Last quarter: 83 funds were net buyers (26 opened a brand new position + 57 added to an existing one). Only 47 were sellers (39 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFMO holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 145 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VFMO?

Mixed — 37% long-term, 26% new: Of the 145 current holders: 53 (37%) held >2 years, 54 held 1–2 years, and 38 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.