Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MANAGER DIRECTED PORTFOLIOS (VGSR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
67%

Smart Money Signals — VGSR

Based on 80 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VGSR 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 (99% of max)

99% of all-time peak
80 hedge funds hold VGSR 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 — +8% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

51 buying25 selling
Last quarter: 51 funds were net buyers (5 opened a brand new position + 46 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 5 → 15 → 5. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 42% medium ■ 16% new
33 out of 80 hedge funds have held VGSR 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 — ~5 new funds/quarter

13 → 6 → 5 → 15 → 5 new funds/Q
New funds entering each quarter: 6 → 5 → 15 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 30% new entrants

■ 2% veterans ■ 68% 1-2yr ■ 30% new
Of 80 current holders: 2 (2%) held 2+ years, 54 held 1–2 years, 24 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
5 of 80 holders rank in the top 100 by AUM, but together hold only 5% 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.

Hedge Fund Ownership: VGSR

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

Market Analysis: VGSR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGSR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 4 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: VGSR
2026 Q1 Stats Unlock in 16 days 80 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 80 81 -1.23%
13F Shares 34M 30M 14.27%
Total Value $351M $314M 11.71%
New Positions 5 15 -10
Increased Positions 46 36 +10
Closed Positions 6 3 +3
Reduced Positions 19 17 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGSR

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

80 + investors

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

Top 25 institutional holders of VGSR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Wealth Partners, LLC 11.94% 12,658,314 $130.7M
2 Colorado Capital Management, Inc. 2.28% 590,875 $6K
3 NATURAL INVESTMENTS, LLC 2.07% 812,243 $8K
4 First Pacific Financial 2.01% 1,514,648 $15.6M
5 BRIGHTON JONES LLC 1.60% 3,674,039 $38.0M
6 Allodium Investment Consultants, LLC 1.20% 242,850 $2.5M
7 Meritas Wealth Management, LLC 1.05% 225,198 $2.3M
8 Pine Haven Investment Counsel, Inc 0.61% 79,787 $824K
9 PFG Investments, LLC 0.44% 919,239 $9.5M
10 Silver Oak Advisory Group, Inc. 0.43% 96,144 —
11 Level Financial Advisors 0.27% 103,622 $1.1M
12 Powerhouse Assets LLC 0.25% 27,607 $285K
13 Aegis Wealth Management LLC 0.22% 37,766 $390K
14 Forum Financial Management, LP 0.19% 1,324,959 $13.7M
15 Mason & Associates Inc 0.18% 91,992 $935K
16 MASECO LLP 0.16% 501,057 $5.2M
17 JDH Wealth Management, LLC 0.11% 16,432 $170K
18 Private Wealth Management Group, LLC 0.11% 41,032 $424K
19 MORRIS FINANCIAL CONCEPTS, INC. 0.06% 17,042 $176K
20 Perigon Wealth Management, LLC 0.04% 216,880 $2.2M
21 BetterWealth, LLC 0.04% 18,915 $195K
22 American Capital Advisory, LLC 0.03% 7,806 $81K
23 Dynamic Advisor Solutions LLC 0.03% 96,042 $992K
24 Aspect Partners, LLC 0.03% 6,794 $70K
25 Westfuller Advisors, LLC 0.02% 5,523 $57K
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 — MANAGER DIRECTED PORTFOLIOS (VGSR)

What does the Smart Money Trend signal show for VGSR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VGSR 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 VGSR?

More buyers than sellers — 67% buying: Last quarter: 51 funds were net buyers (5 opened a brand new position + 46 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGSR holders?

Smaller funds dominant — 5% AUM from top-100: 5 of 80 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VGSR?

41% of holders stayed for 2+ years: 33 out of 80 hedge funds have held VGSR 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.