Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Wellington Fd (VFVA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — VFVA

Based on 93 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VFVA 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 (99% of max)

99% of all-time peak
93 hedge funds hold VFVA 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 — +4% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

40 buying39 selling
Last quarter: 40 funds bought or added vs 39 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: 14 → 14 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 26% medium ■ 14% new
56 out of 93 hedge funds have held VFVA 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

10 → 14 → 14 → 8 → 12 new funds/Q
New funds entering each quarter: 14 → 14 → 8 → 12. VFVA 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 — 62% veterans vs 22% newcomers

■ 62% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 93 holders: 58 (62%) are 2+ year veterans, 15 entered 1–2 years ago, and 20 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
12 of 93 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — VFVA

In 2026 Q2, 40 hedge funds were net buyers of VFVA (12 opened a new position, 28 added to an existing one), while 39 reduced or exited (28 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 93.

Hedge Fund Ownership: VFVA

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

Market Analysis: VFVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VFVA

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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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: VFVA
92 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 92 -
13F Shares 3M 3M -0.13%
Total Value $372M $337M 10.29%
New Positions 12 8 +4
Increased Positions 28 28 -
Closed Positions 12 10 +2
Reduced Positions 27 34 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VFVA

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Institutional Holders (2026 Q2)

92 + investors

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

QUARTER:
Top 25 VFVA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Burrus Financial Services, INC. 12.57% 195,002 $28.9M
2 Armbruster Capital Management, Inc. 9.55% 431,781 $64.1M
3 Anderson Hoagland & Co 2.84% 243,852 $36.2M
4 Capital Advisors Wealth Management, LLC 0.74% 42,696 $6.3M
5 Seven Bridges Advisors LLC 0.72% 10,115 $1.5M
6 Hara Capital LLC 0.67% 8,575 $1.3M
7 CoreFirst Bank & Trust 0.65% 8,839 $1.3M
8 Lebenthal Global Advisors, LLC 0.62% 31,083 $4.6M
9 Long Island Wealth Management, Inc. 0.61% 9,879 $1.5M
10 Vantagepoint Investment Advisers LLC 0.58% 524,677 $77.9M
11 Rockingstone Advisors LLC 0.43% 7,187 $1.1M
12 Compass Advisory Group LLC 0.40% 11,233 $1.7M
13 Sovereign Financial Group, Inc. 0.29% 12,741 $1.9M
14 Stonehearth Capital Management, LLC 0.26% 5,116 $759K
15 Equitable Holdings, Inc. 0.22% 246,317 $36.6M
16 Melfa Wealth Management, INC. 0.17% 2,104 $312K
17 Daviman Financial, LLC 0.13% 1,548 $230K
18 Exit Wealth Advisors, LLC. 0.12% 1,787 $265K
19 Motive Wealth Advisors 0.11% 1,768 $262K
20 Lam Group, INC. 0.11% 1,445 $214K
21 Rwa Wealth Partners, LLC 0.10% 72,691 $10.8M
22 Smart Money Group LLC 0.10% 2,552 $379K
23 Investment Counsel Co of Nevada 0.10% 343 $51K
24 UMB Bank, n.a. 0.09% 48,898 $7.3M
25 Financial Partners Group, Inc 0.08% 5,232 $777K
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 (VFVA)

What does the Smart Money Trend signal show for VFVA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VFVA 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 VFVA?

Slight buying edge — 51% buying: Last quarter: 40 funds bought or added vs 39 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 VFVA holders?

Smaller funds dominant — 8% AUM from top-100: 12 of 93 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VFVA?

60% of holders stayed for 2+ years: 56 out of 93 hedge funds have held VFVA 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.

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