Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Wellington Fd (VFMV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
8Q ▲
Buyers last Q
63%

Smart Money Signals — VFMV

Based on 81 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added VFMV 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
81 hedge funds hold VFMV 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 — +50% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+50% 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 — 63% buying

41 buying24 selling
Last quarter: 41 funds were net buyers (13 opened a brand new position + 28 added to an existing one). Only 24 were sellers (20 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 12 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 30% new

■ 36% conviction (2yr+) ■ 35% medium ■ 30% new
Of the 81 current holders: 29 (36%) held >2 years, 28 held 1–2 years, and 24 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.
📊

Peak discovery — momentum slowing

19 → 18 → 12 → 9 → 13 new funds/Q
New funds entering each quarter: 18 → 12 → 9 → 13. VFMV 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 — 41% veterans vs 48% newcomers

■ 41% veterans ■ 11% 1-2yr ■ 48% new
Entry-cohort mix of 81 holders: 33 (41%) are 2+ year veterans, 9 entered 1–2 years ago, and 39 (48%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
8 of 81 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — VFMV

In 2026 Q1, 41 hedge funds were net buyers of VFMV (13 opened a new position, 28 added to an existing one), while 24 reduced or exited (20 trimmed, 4 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in VFMV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 81.

Hedge Fund Ownership: VFMV

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

Market Analysis: VFMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VFMV

-- --

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

Is It Too Late to Buy Vanguard Wellington Fd (VFMV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VFMV 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 · 85d ago
VFMV
+4.4%
SPY
+14.9%

VFMV outperformed SPY by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
VFMV
+0.2%
SPY
+1.1%

Since the filing became public, VFMV outperformed SPY by -0.9% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: VFMV
81 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 81 72 12.5%
13F Shares 1M 1M 25.69%
Total Value $193M $155M 24.37%
New Positions 13 9 +4
Increased Positions 28 31 -3
Closed Positions 4 5 -1
Reduced Positions 20 17 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VFMV

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)

81 + investors

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

QUARTER:
Top 25 VFMV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RFP Financial Group LLC 9.03% 124,716 $16.6M
2 Anderson Hoagland & Co 2.10% 183,460 $24.4M
3 Sculati Wealth Management, LLC 1.64% 33,372 $4.4M
4 Independence Asset Advisors, LLC 0.89% 18,541 $2.5M
5 Cornerstone Planning, LLC 0.58% 19,232 $2.6M
6 Glass Jacobson Investment Advisors llc 0.47% 10,143 $1.4M
7 Titleist Asset Management, LLC 0.41% 40,419 $5.4M
8 Smith, Moore & CO. 0.33% 34,041 $4.5M
9 Maripau Wealth Management LLC 0.27% 4,651 $620K
10 Foundations Investment Advisors, LLC 0.27% 163,235 $21.7M
11 Elm3 Financial Group, LLC 0.26% 2,334 $311K
12 Caitlin John, LLC 0.24% 3,046 $406K
13 Creative Financial Designs Inc /Adv 0.24% 30,053 $4.0M
14 Interchange Capital Partners, LLC 0.22% 5,556 $704K
15 Compass Financial Group, INC/SD 0.15% 8,074 $1.1M
16 Keystone Financial Group 0.08% 9,152 $1.2M
17 UMB Bank, n.a. 0.08% 42,703 $5.7M
18 Apollon Financial, LLC 0.08% 4,205 $560K
19 Savvy Advisors, Inc. 0.05% 13,829 $1.8M
20 Equitable Holdings, Inc. 0.05% 54,307 $7.1M
21 Signal Advisors Wealth, LLC 0.04% 4,651 $620K
22 Silver Oak Securities, Incorporated 0.04% 4,362 $581K
23 Leonard Rickey Investment Advisors P.L.L.C. 0.04% 1,637 $218K
24 Sequoia Financial Advisors, LLC 0.04% 48,437 $6.5M
25 Belpointe Asset Management LLC 0.03% 6,658 $887K
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 (VFMV)

What does the Smart Money Trend signal show for VFMV?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added VFMV 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 VFMV?

More buyers than sellers — 63% buying: Last quarter: 41 funds were net buyers (13 opened a brand new position + 28 added to an existing one). Only 24 were sellers (20 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFMV holders?

Strong quality — 27% AUM from major funds: 8 of 81 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VFMV?

Mixed — 36% long-term, 30% new: Of the 81 current holders: 29 (36%) held >2 years, 28 held 1–2 years, and 24 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.

Is it too late to buy Vanguard Wellington Fd (VFMV) following the 2026 Q1 hedge fund 13F filings?

As of today, VFMV has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), VFMV has gained +4.4% vs +14.9% 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.

Full history →