Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WELLINGTON FD (VFQY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — VFQY

Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VFQY 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
90 hedge funds hold VFQY 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 — +12% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

44 buying32 selling
Last quarter: 44 funds bought or added vs 32 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 12 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 27% medium 22% new
46 out of 90 hedge funds have held VFQY 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

12 → 5 → 8 → 12 → 12 new funds/Q
New funds entering each quarter: 5 → 8 → 12 → 12. A growing number of institutions are discovering VFQY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 19% 1-2yr 30% new
Of 90 current holders: 46 (51%) 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 — 6% AUM from top-100

6% from top-100 AUM funds
11 of 90 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: VFQY

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

Market Analysis: VFQY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VFQY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: VFQY
2026 Q1 Stats Unlock in 19 days 90 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 90 86 4.65%
13F Shares 1M 1M 0.13%
Total Value $171M $168M 1.94%
New Positions 12 12 -
Increased Positions 32 37 -5
Closed Positions 8 6 +2
Reduced Positions 24 21 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VFQY

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Financial Highlights

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Institutional Holders (2026 Q1)

90 + investors

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

Top 25 institutional holders of VFQY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Armbruster Capital Management, Inc. 4.66% 190,437 $28.4M
2 BEACON FINANCIAL PLANNING, INC 1.62% 28,092 $4.2M
3 Hobart Private Capital, LLC 1.39% 47,470 $7.1M
4 Medallion Wealth Advisors, LLC 1.28% 21,040 $2.8M
5 INTERACTIVE FINANCIAL ADVISORS, INC. 0.81% 8,306 $1.2M
6 Capital Advisors, Ltd. LLC 0.37% 22,054 $3K
7 Pure Financial Advisors, LLC 0.29% 136,998 $20.4M
8 Coastline Trust Co 0.21% 14,226 $2.1M
9 WealthCare Investment Partners, LLC 0.14% 3,401 $509K
10 MELFA WEALTH MANAGEMENT, INC. 0.14% 1,645 $246K
11 Blackston Financial Advisory Group, LLC 0.13% 1,422 $212K
12 Kraft, Davis & Associates, LLC 0.11% 3,119 $497K
13 Root Financial Partners, LLC 0.08% 12,064 $1.8M
14 Professional Financial Advisors, LLC 0.07% 2,373 $354K
15 FIRST COMMUNITY TRUST NA 0.05% 450 $67K
16 Walkner Condon Financial Advisors LLC 0.05% 2,365 $353K
17 Kathmere Capital Management, LLC 0.04% 4,349 $649K
18 United Advisor Group, LLC 0.03% 1,380 $206K
19 Glass Jacobson Investment Advisors llc 0.02% 442 $66K
20 BIP Wealth, LLC 0.02% 3,404 $508K
21 Vise Technologies, Inc. 0.02% 5,533 $849K
22 KINGSWOOD WEALTH ADVISORS, LLC 0.01% 2,000 $298K
23 Dynamic Advisor Solutions LLC 0.01% 2,172 $324K
24 Raleigh Capital Management Inc. 0.01% 129 $19K
25 Quotient Wealth Partners, LLC 0.01% 1,343 $200K
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 (VFQY)

What does the Smart Money Trend signal show for VFQY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VFQY 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 VFQY?

Slight buying edge — 58% buying: Last quarter: 44 funds bought or added vs 32 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 VFQY holders?

Smaller funds dominant — 6% AUM from top-100: 11 of 90 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VFQY?

51% of holders stayed for 2+ years: 46 out of 90 hedge funds have held VFQY 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.