Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD SCOTTSDALE FDS (VGIT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +87
Streak
1Q ▲
Buyers last Q
72%

Smart Money Signals — VGIT

Based on 833 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 VGIT 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
833 hedge funds hold VGIT 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 — +13% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 72% buying

565 buying222 selling
Last quarter: 565 funds were net buyers (141 opened a brand new position + 424 added to an existing one). Only 222 were sellers (168 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+71 vs last Q)

new funds entering per quarter
Funds opening a new VGIT position: 98 → 92 → 70 → 141. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new
437 out of 833 hedge funds have held VGIT 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

128 → 98 → 92 → 70 → 141 new funds/Q
New funds entering each quarter: 98 → 92 → 70 → 141. A growing number of institutions are discovering VGIT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 18% 1-2yr ■ 30% new
Of 833 current holders: 438 (53%) 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.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
25 of 833 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VGIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: VGIT

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

Market Analysis: VGIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGIT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 72 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: VGIT
2026 Q1 Stats Unlock in 18 days 833 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 833 747 11.51%
13F Shares 437M 395M 10.56%
Total Value $24.34B $22.26B 9.34%
New Positions 141 70 +71
Increased Positions 424 372 +52
Closed Positions 55 74 -19
Reduced Positions 168 210 -42
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: VGIT

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)

833 + investors

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

Top 25 institutional holders of VGIT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LIBRA WEALTH LLC 18.23% 1,086,123 $64.7M
2 BIRCHBROOK, INC. 17.13% 586,492 $34.9M
3 OneAscent Investment Solutions LLC 15.99% 268,378 $16.0M
4 Emprise Bank 14.07% 588,454 $35.0M
5 Nova R Wealth, Inc. 12.86% 676,743 $40.3M
6 MASTER'S WEALTH MANAGEMENT INC. 12.40% 614,592 $36.6M
7 MASECO LLP 12.12% 6,491,988 $386.5M
8 HBE Wealth Management, LLC 10.41% 200,527 $11.9M
9 Bangor Savings Bank 10.12% 2,125,722 $126.6M
10 CYPRESS FINANCIAL PLANNING LLC 10.04% 611,605 $36.4M
11 NORTHWEST WEALTH MANAGEMENT, LLC 9.30% 1,039,280 $61.9M
12 MilWealth Group LLC 9.01% 635,361 $37.8M
13 Longview Financial Advisors LLC 8.91% 275,490 $16.4M
14 Belleair Asset Management, LLC 8.78% 161,648 $9.6M
15 R. W. Roge & Company, Inc. 8.11% 285,766 $17K
16 Hanson & Doremus Investment Management 8.11% 1,183,781 $70K
17 25 LLC 7.89% 429,850 $25.6M
18 Towneley Capital Management, Inc / DE 7.45% 598,185 $35.6M
19 Klaas Financial Asset Advisors, LLC 7.09% 862,854 $51.4M
20 POINCIANA ADVISORS GROUP, LLC 6.99% 148,719 $8.9M
21 DORVAL Corp 6.82% 369,137 $22.0M
22 CogentBlue Wealth Advisors, LLC 6.64% 165,832 $9.9M
23 Whelan Financial 6.58% 356,093 $21.2M
24 FAMILY WEALTH PARTNERS, LLC 6.33% 311,135 $18.5M
25 Ocean Park Asset Management, LLC 6.33% 311,135 $18.5M
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 SCOTTSDALE FDS (VGIT)

What does the Smart Money Trend signal show for VGIT?

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

More buyers than sellers — 72% buying: Last quarter: 565 funds were net buyers (141 opened a brand new position + 424 added to an existing one). Only 222 were sellers (168 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGIT holders?

Elite ownership — 47% AUM from top-100 funds: 25 of 833 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VGIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VGIT?

52% of holders stayed for 2+ years: 437 out of 833 hedge funds have held VGIT 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.