Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Wellington Fd (VFVA)

91 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — VFVA

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VFVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
91 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VFVA is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

36 buying43 selling
Last quarter: 43 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 14 → 14 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 16% new
55 out of 91 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.
➡️

Steady discovery — ~8 new funds/quarter

9 → 9 → 14 → 14 → 8 new funds/Q
New funds entering each quarter: 9 → 14 → 14 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 19% 1-2yr ■ 22% new
Of 91 current holders: 54 (59%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
10 of 91 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 36 hedge funds were net buyers of VFVA (8 opened a new position, 28 added to an existing one), while 43 reduced or exited (33 trimmed, 10 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 91.

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

-- --

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

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

Signal Freshness measures how much VFVA 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 · 75d ago
VFVA
+10.8%
SPY
+14.1%

VFVA outperformed SPY by -3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
VFVA
+340.0%
SPY
+0.3%

Since the filing became public, VFVA outperformed SPY by +339.7% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: VFVA
91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 93 -2.15%
13F Shares 3M 3M -0.87%
Total Value $336M $334M 0.58%
New Positions 8 14 -6
Increased Positions 28 31 -3
Closed Positions 10 8 +2
Reduced Positions 33 28 +5
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 Q1)

91 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Burrus Financial Services, INC. 12.23% 198,475 $26.7M
2 Armbruster Capital Management, Inc. 9.53% 431,969 $58.1M
3 Sterling Manor Financial, LLC 4.98% 59,117 $8.0M
4 Anderson Hoagland & Co 2.88% 248,431 $33.4M
5 Capital Advisors Wealth Management, LLC 0.76% 42,269 $5.7M
6 CoreFirst Bank & Trust 0.63% 8,834 $1.2M
7 Lebenthal Global Advisors, LLC 0.61% 31,201 $4.2M
8 Vantagepoint Investment Advisers LLC 0.57% 499,160 $67.2M
9 Long Island Wealth Management, Inc. 0.54% 8,610 $1.2M
10 Hara Capital LLC 0.51% 7,611 $1.0M
11 Rockingstone Advisors LLC 0.44% 7,187 $967K
12 Compass Advisory Group LLC 0.40% 11,184 $1.5M
13 Stonehearth Capital Management, LLC 0.33% 6,268 $844K
14 Sovereign Financial Group, Inc. 0.31% 13,307 $1.8M
15 Equitable Holdings, Inc. 0.18% 215,571 $28.6M
16 Melfa Wealth Management, INC. 0.17% 2,202 $296K
17 McIlrath & Eck, LLC 0.15% 15,121 $2.0M
18 Daviman Financial, LLC 0.12% 1,548 $208K
19 Exit Wealth Advisors, LLC. 0.12% 1,779 $239K
20 Rwa Wealth Partners, LLC 0.11% 76,698 $10.3M
21 Motive Wealth Advisors 0.11% 1,768 $238K
22 Lam Group, INC. 0.11% 1,445 $195K
23 Smart Money Group LLC 0.10% 2,511 $338K
24 UMB Bank, n.a. 0.09% 50,307 $6.8M
25 Financial Partners Group, Inc 0.08% 5,228 $704K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VFVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VFVA?

More sellers than buyers — 46% buying: Last quarter: 43 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VFVA holders?

Smaller funds dominant — 7% AUM from top-100: 10 of 91 holders rank in the top 100 by AUM, but together hold only 7% 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: 55 out of 91 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.

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

As of today, VFVA has moved +340.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +339.7%. Since the quarter end (March 31, 2026), VFVA has gained +10.8% vs +14.1% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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