Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INSTL INDEX FD (VGUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
4Q ▲
Buyers last Q
75%

Smart Money Signals — VGUS

Based on 82 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added VGUS 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
82 hedge funds hold VGUS right now — the highest count in 1.2 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.
🚀

Fast accumulation — +583% more funds vs a year ago

fund count last 5Q
+70 new funds entered over the past year (+583% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 75% buying

61 buying20 selling
Last quarter: 61 funds were net buyers (20 opened a brand new position + 41 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 22 → 25 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 68% entered in last year

■ 0% conviction (2yr+) ■ 32% medium ■ 68% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~20 new funds/quarter

24 → 22 → 25 → 20 new funds/Q
New funds entering each quarter: 24 → 22 → 25 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 82 current holders: 82 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
13 of 82 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VGUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VGUS

In 2026 Q1, 61 hedge funds were net buyers of VGUS (20 opened a new position, 41 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in VGUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 82.

Hedge Fund Ownership: VGUS

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

Market Analysis: VGUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGUS

-- --

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

Is It Too Late to Buy VANGUARD INSTL INDEX FD (VGUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VGUS 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 · 51d ago
VGUS
+4.4%
SPY
+14.0%

VGUS outperformed SPY by -9.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
VGUS
+0.0%
SPY
+0.3%

Since the filing became public, VGUS outperformed SPY by -0.3% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: VGUS
82 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 82 72 13.89%
13F Shares 4M 2M 93.96%
Total Value $320M $172M 86.12%
New Positions 20 25 -5
Increased Positions 41 27 +14
Closed Positions 10 7 +3
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGUS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

82 + investors

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

QUARTER:
Top 25 institutional holders of VGUS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RFP Financial Group LLC 11.53% 280,450 $21.2M
2 Pines Wealth Management, LLC 4.26% 174,037 $13.2M
3 Coston, McIsaac & Partners 4.11% 240,647 $18.2M
4 Pathway Financial Advisors LLC 2.39% 255,581 $19.3M
5 Strategic Investment Solutions, Inc. /IL 2.38% 130,494 $9.9M
6 North Capital, Inc. 1.80% 28,057 $2.1M
7 Hikari Power Ltd 0.90% 136,950 $10K
8 GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 0.88% 14,952 $1.1M
9 Keystone Wealth Services, LLC 0.75% 46,535 $3.5M
10 HARBOUR INVESTMENT MANAGEMENT LLC 0.68% 16,448 $1.2M
11 ORSER CAPITAL MANAGEMENT, LLC 0.65% 13,230 $1.0M
12 Manuka Financial, LLC 0.49% 10,473 $792K
13 Capital Investment Services of America, Inc. 0.41% 51,992 $3.9M
14 GUYASUTA INVESTMENT ADVISORS INC 0.34% 77,552 $5.9M
15 Attessa Capital LLC 0.34% 8,188 $620K
16 Zhang Financial LLC 0.32% 122,652 $9.3M
17 TMB Capital Partners, LLC 0.23% 8,962 $678K
18 BURLING WEALTH PARTNERS, LLC 0.21% 17,570 $1.3M
19 Core Wealth Advisors, Inc. 0.19% 10,615 $803K
20 Planning Center, Inc. 0.19% 24,223 $1.8M
21 TFO Wealth Partners, LLC 0.18% 17,521 $1.3M
22 Western Reserve Capital Management, LLC 0.18% 2,872 $217K
23 BOSTON FAMILY OFFICE LLC 0.15% 29,994 $2K
24 ANDERSON HOAGLAND & CO 0.14% 21,897 $1.7M
25 Sierra Capital LLC 0.14% 16,687 $1K
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 INSTL INDEX FD (VGUS)

What does the Smart Money Trend signal show for VGUS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VGUS 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 VGUS?

More buyers than sellers — 75% buying: Last quarter: 61 funds were net buyers (20 opened a brand new position + 41 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGUS holders?

Elite ownership — 47% AUM from top-100 funds: 13 of 82 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VGUS. 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 VGUS?

Mostly new holders — 68% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy VANGUARD INSTL INDEX FD (VGUS) following the 2026 Q1 hedge fund 13F filings?

As of today, VGUS has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), VGUS has gained +4.4% vs +14.0% 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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