Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD SCOTTSDALE FDS (VGSH)

978 + 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
↑ +96
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — VGSH

Based on 976 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 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
976 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
+134 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.
🟢

More buyers than sellers — 63% buying

591 buying353 selling
Last quarter: 591 funds were net buyers (171 opened a brand new position + 420 added to an existing one). Only 353 were sellers (278 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+86 vs last Q)

new funds entering per quarter
Funds opening a new VGSH position: 105 → 99 → 85 → 171. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 21% new
572 out of 976 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.
📈

Growing discovery — still being found

109 → 105 → 99 → 85 → 171 new funds/Q
New funds entering each quarter: 105 → 99 → 85 → 171. A growing number of institutions are discovering VGSH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 14% 1-2yr ■ 27% new
Of 978 current holders: 583 (60%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
26 of 976 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: 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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

46 top-rated funds 49 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: VGSH
2026 Q1 Stats Unlock in 12 days 978 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 978 880 11.14%
13F Shares 287M 245M 17.1%
Total Value $16.76B $15.10B 11.04%
New Positions 172 85 +87
Increased Positions 420 408 +12
Closed Positions 75 97 -22
Reduced Positions 278 274 +4
Total Calls 2 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGSH

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

978 + investors

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

Top 25 institutional holders of VGSH — 2025 Q4 · 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 Arlington Trust Co LLC 15.95% 3,092,443 $181.0M
5 BluePrint Investing LLC 15.51% 332,808 $19.5M
6 Cornerstone Wealth Advisors, Inc. 14.18% 1,051,879 $61.6M
7 Drum Hill Capital, LLC 13.72% 255,127 $14.9M
8 Strata Wealth Advisors, LLC 13.52% 842,394 $49.3M
9 MAYPORT, LLC 13.12% 1,205,223 $70.6M
10 O'Domhnaill Enterprises, Inc. 11.85% 251,145 $14.7M
11 Cordant, Inc. 11.48% 482,982 $28.3M
12 Compass Planning Associates Inc 11.26% 300,706 $17.6M
13 Five Oceans Advisors 11.19% 528,506 $30.9M
14 ORSER CAPITAL MANAGEMENT, LLC 11.02% 287,915 $16.9M
15 GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 11.02% 240,856 $14.1M
16 Calder Financial LLC 11.01% 190,042 $11.1M
17 Chemistry Wealth Management LLC 10.92% 1,061,040 $62.1M
18 PRESILIUM PRIVATE WEALTH, LLC 10.42% 1,009,460 $59.1M
19 MASTER'S WEALTH MANAGEMENT INC. 9.42% 475,156 $27.8M
20 Morling Financial Advisors, LLC 9.25% 513,824 $30.1M
21 Alta Advisers Ltd 8.80% 473,855 $24.3M
22 AMI INVESTMENT MANAGEMENT INC 8.42% 639,260 $37.4M
23 Kure Advisory, LLC 8.30% 260,320 $15.2M
24 GEN Financial Management, INC. 7.88% 217,502 $12.7M
25 Level Financial Advisors 7.63% 511,047 $29.9M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 63% buying: Last quarter: 591 funds were net buyers (171 opened a brand new position + 420 added to an existing one). Only 353 were sellers (278 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGSH holders?

Elite ownership — 42% AUM from top-100 funds: 26 of 976 holders are among the 100 largest funds by AUM, controlling 42% 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?

59% of holders stayed for 2+ years: 572 out of 976 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.