Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VGSH)

1K + Investors. Track Smart Money conviction in VGSH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — VGSH

Based on 1050 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VGSH 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
1,050 hedge funds hold VGSH 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 — +16% more funds vs a year ago

fund count last 6Q
+146 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

603 buying415 selling
Last quarter: 603 funds bought or added vs 415 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.
⚠️

Fewer new buyers each quarter (-59 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 104 → 90 → 188 → 129. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
612 out of 1,050 hedge funds have held VGSH 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.
🚀

Acceleration phase — new buyers rushing in

111 → 104 → 90 → 188 → 129 new funds/Q
New funds entering each quarter: 104 → 90 → 188 → 129. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 1,050 holders: 652 (62%) are 2+ year veterans, 127 entered 1–2 years ago, and 271 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
35 of 1050 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — VGSH

In 2026 Q1, 603 hedge funds were net buyers of VGSH (129 opened a new position, 474 added to an existing one), while 415 reduced or exited (308 trimmed, 107 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in VGSH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 1050.

Hedge Fund Ownership: VGSH

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

Market Analysis: VGSH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGSH

-- --

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

Is It Too Late to Buy Vanguard Scottsdale Fds (VGSH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VGSH 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 · 83d ago
VGSH
-0.8%
SPY
+14.9%

VGSH outperformed SPY by -15.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
VGSH
+0.1%
SPY
+1.1%

Since the filing became public, VGSH outperformed SPY by -1.0% .

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.

30 top-rated funds 70 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: VGSH
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1039 1028 1.07%
13F Shares 281M 294M -4.52%
Total Value $16.02B $17.16B -6.66%
New Positions 125 188 -63
Increased Positions 471 434 +37
Closed Positions 114 78 +36
Reduced Positions 307 291 +16
Total Calls 0 2 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGSH

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Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 VGSH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vertex Investment Solutions Co., Ltd. 27.30% 403,700 $23.6M
2 Arlington Partners LLC 26.36% 225,571 $13.2M
3 Insight 2811, INC. 20.85% 851,443 $49.8M
4 E&R Wealth Management, LLC 16.52% 283,248 $16.6M
5 Arlington Trust Co LLC 15.95% 3,092,443 $181.0M
6 BluePrint Investing LLC 15.51% 332,808 $19.5M
7 Cornerstone Wealth Advisors, Inc. 14.18% 1,051,879 $61.6M
8 Drum Hill Capital, LLC 13.72% 255,127 $14.9M
9 Strata Wealth Advisors, LLC 13.52% 842,394 $49.3M
10 Mayport, LLC 13.12% 1,205,223 $70.6M
11 Wright Wealth LLC 11.96% 305,366 $17.9M
12 O'Domhnaill Enterprises, Inc. 11.85% 251,145 $14.7M
13 Cordant, Inc. 11.48% 482,982 $28.3M
14 Vernal Point Advisors, LLC 11.31% 475,011 $27.8M
15 Compass Planning Associates Inc 11.26% 300,706 $17.6M
16 Five Oceans Advisors 11.19% 528,506 $30.9M
17 Orser Capital Management, LLC 11.02% 287,915 $16.9M
18 Guardsman Private Capital Management, INC. 11.02% 240,856 $14.1M
19 Calder Financial LLC 11.01% 190,042 $11.1M
20 Chemistry Wealth Management LLC 10.92% 1,061,040 $62.1M
21 Scratch Capital LLC 10.57% 315,443 $18.5M
22 Presilium Private Wealth, LLC 10.42% 1,009,460 $59.1M
23 Miller Investment Management, LP 9.73% 1,673,914 $98.0M
24 Wealth Dimensions Group, Ltd. 9.70% 842,298 $49.3M
25 Master's Wealth Management INC. 9.42% 475,156 $27.8M
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 (VGSH)

What does the Smart Money Trend signal show for VGSH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VGSH 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 VGSH?

Slight buying edge — 59% buying: Last quarter: 603 funds bought or added vs 415 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 VGSH holders?

Strong quality — 35% AUM from major funds: 35 of 1050 holders rank in the top 100 by AUM, accounting for 35% 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 VGSH?

58% of holders stayed for 2+ years: 612 out of 1,050 hedge funds have held VGSH 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 Scottsdale Fds (VGSH) following the 2026 Q1 hedge fund 13F filings?

As of today, VGSH has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), VGSH has gained -0.8% 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.

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