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
↑ +48
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — VGSH

Based on 1099 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,099 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 — +18% more funds vs a year ago

fund count last 6Q
+166 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

614 buying447 selling
Last quarter: 614 funds bought or added vs 447 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new VGSH position: 91 → 189 → 129 → 140. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
632 out of 1,099 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.
➡️

Steady discovery — ~140 new funds/quarter

105 → 91 → 189 → 129 → 140 new funds/Q
New funds entering each quarter: 91 → 189 → 129 → 140. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 1,099 holders: 676 (62%) are 2+ year veterans, 137 entered 1–2 years ago, and 286 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
35 of 1098 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VGSH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
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 Q2, 614 hedge funds were net buyers of VGSH (140 opened a new position, 474 added to an existing one), while 447 reduced or exited (355 trimmed, 92 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in VGSH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +48 funds (more new holders than closures). Total institutional holders: 1099.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 72 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: VGSH
2026 Q3 Stats Unlock in 44 days 1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1086 1051 3.33%
13F Shares 332M 281M 18.09%
Total Value $18.84B $16.04B 17.42%
New Positions 133 129 +4
Increased Positions 472 475 -3
Closed Positions 97 108 -11
Reduced Positions 354 308 +46
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGSH

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arlington Partners LLC 23.71% 225,571 $13.1M
2 Insight 2811, INC. 19.19% 852,297 $49.6M
3 Arlington Trust Co LLC 16.34% 3,321,662 $193.3M
4 Vertex Investment Solutions Co., Ltd. 16.11% 410,200 $23.9M
5 E&R Wealth Management, LLC 15.55% 314,957 $18.3M
6 Vernal Point Advisors, LLC 14.67% 746,524 $43.4M
7 BluePrint Investing LLC 14.21% 326,667 $19.0M
8 Drum Hill Capital, LLC 14.05% 236,632 $13.8M
9 Cornerstone Wealth Advisors, Inc. 13.25% 1,086,658 $63.2M
10 Strata Wealth Advisors, LLC 12.28% 865,062 $50.3M
11 Mayport, LLC 11.56% 1,281,135 $74.6M
12 Wright Wealth LLC 11.21% 320,794 $18.7M
13 Cordant, Inc. 11.16% 532,239 $31.0M
14 Compass Planning Associates Inc 10.36% 329,326 $19.2M
15 Chemistry Wealth Management LLC 10.31% 1,107,162 $64.4M
16 Presilium Private Wealth, LLC 10.03% 1,123,054 $65.4M
17 Five Oceans Advisors 9.77% 522,397 $30.4M
18 Guardsman Private Capital Management, INC. 9.76% 239,350 $13.9M
19 Wealth Dimensions Group, Ltd. 9.20% 882,471 $51.4M
20 Scratch Capital LLC 9.10% 315,133 $18.3M
21 Master's Wealth Management INC. 8.85% 505,229 $29.4M
22 Morling Financial Advisors, LLC 8.61% 532,671 $31.0M
23 Miller Investment Management, LP 8.18% 1,537,843 $89.5M
24 Orser Capital Management, LLC 7.95% 275,435 $16.0M
25 GEN Financial Management, INC. 7.92% 227,547 $13.2M
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

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Frequently Asked Questions — Vanguard Scottsdale Fds (VGSH)

What does the Smart Money Trend signal show for VGSH?

Buying streak — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 614 funds bought or added vs 447 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?

Elite ownership — 45% AUM from top-100 funds: 35 of 1098 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VGSH. 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 VGSH?

58% of holders stayed for 2+ years: 632 out of 1,099 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.

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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