Stock Analysis

MANAGER DIRECTED PORTFOLIOS (VGSR)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
68%

Smart Money Signals — VGSR

Based on 72 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
72 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

48 buying23 selling
Last quarter: 48 funds were net buyers (5 opened a brand new position + 43 added to an existing one). Only 23 were sellers (18 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 13 → 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.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 38% medium 17% new
33 out of 72 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
📈

Growing discovery — still being found

8 → 4 → 5 → 13 → 5 new funds/Q
New funds entering each quarter: 4 → 5 → 13 → 5. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
📊

Mixed cohorts — 3% veterans, 24% new entrants

3% veterans 74% 1-2yr 24% new
Of 72 current holders: 2 (3%) held 2+ years, 53 held 1–2 years, 17 (24%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% top-100 AUM

6% from top-100 AUM funds
Only 4 of 72 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
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.

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

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGSR

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Hedge Fund Positioning: VGSR
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: VGSR

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed