Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VHT)

1K + Investors. Track Smart Money conviction in VHT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -47
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — VHT

Based on 1079 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VHT 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 (96% of max)

96% of all-time peak
1,079 hedge funds hold VHT 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 — +4% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

437 buying495 selling
Last quarter: 495 funds reduced or exited vs 437 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-106 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 67 → 80 → 182 → 76. 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.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
738 out of 1,079 hedge funds have held VHT 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.
🚀

Acceleration phase — new buyers rushing in

104 → 67 → 80 → 182 → 76 new funds/Q
New funds entering each quarter: 67 → 80 → 182 → 76. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 18% new
Entry-cohort mix of 1,087 holders: 751 (69%) are 2+ year veterans, 144 entered 1–2 years ago, and 192 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
30 of 1079 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — VHT

In 2026 Q1, 437 hedge funds were net buyers of VHT (76 opened a new position, 361 added to an existing one), while 495 reduced or exited (372 trimmed, 123 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 42% of total institutional value in VHT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -47 funds (more exits than new entries). Total institutional holders: 1079.

Hedge Fund Ownership: VHT

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

Market Analysis: VHT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VHT

-- --

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

Is It Too Late to Buy Vanguard World Fd (VHT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VHT 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 · 78d ago
VHT
+3.5%
SPY
+15.9%

VHT outperformed SPY by -12.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
VHT
+4.2%
SPY
+2.0%

Since the filing became public, VHT outperformed SPY by +2.2% .

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.

36 top-rated funds 16 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: VHT
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1066 1126 -5.33%
13F Shares 21M 22M -3.52%
Total Value $5.32B $6.02B -11.62%
New Positions 72 182 -110
Increased Positions 358 377 -19
Closed Positions 132 56 +76
Reduced Positions 364 315 +49
Total Calls 4 4 -
Total Puts 4 4 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: VHT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 VHT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wheelhouse Advisory Group LLC 7.69% 85,250 $23.2M
2 Allied Investment Advisors, LLC 6.70% 171,706 $46.8M
3 Southern Capital Services Inc /Adv 6.43% 36,754 $10.0M
4 Lakeshore Financial Planning, Inc. 5.59% 56,591 $15.4M
5 Beacon Capital Management, Inc. 5.40% 352,404 $96.0M
6 Paragon Financial Partners, INC. 5.25% 33,343 $9.3M
7 Adaptive Financial Consulting, LLC 4.55% 43,668 $11.9M
8 Richmond Brothers, Inc. 4.32% 23,807 $6.5M
9 DMKC Advisory Services, LLC 4.04% 35,613 $9.7M
10 TrueWealth Financial Partners 3.98% 36,638 $10.0M
11 Geneva Partners, LLC 3.86% 29,538 $8.0M
12 PGIM Custom Harvest LLC 3.76% 883,217 $240.5M
13 RCW Management, LLC 3.18% 11,384 $3.1M
14 Capital Advantage, Inc. 3.17% 89,063 $24.3M
15 Chokshi & Queen Wealth Advisors, Inc 3.04% 20,915 $5.7M
16 Invictus Private Wealth, LLC 2.97% 177,171 $48.2M
17 Cedar Mountain Advisors, LLC 2.76% 51,873 $14.1M
18 Marotta Asset Management 2.70% 53,346 $14.6M
19 Trust Co of Oklahoma 2.67% 33,643 $9.2M
20 Washington Growth Strategies LLC 2.65% 14,873 $4.1M
21 Everett Harris & Co /Ca/ 2.55% 726,205 $197.8M
22 Ballast, Inc. 2.53% 40,198 $10.9M
23 Artesa Financial Group, LLC 2.30% 8,869 $2.4M
24 Sharper & Granite LLC 2.28% 24,460 $6.7M
25 Madden Advisory Services, Inc. 2.28% 21,211 $5.8M
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 World Fd (VHT)

What does the Smart Money Trend signal show for VHT?

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

More sellers than buyers — 47% buying: Last quarter: 495 funds reduced or exited vs 437 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VHT holders?

Elite ownership — 42% AUM from top-100 funds: 30 of 1079 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VHT. 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 VHT?

68% of holders stayed for 2+ years: 738 out of 1,079 hedge funds have held VHT 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.

Is it too late to buy Vanguard World Fd (VHT) following the 2026 Q1 hedge fund 13F filings?

As of today, VHT has moved +4.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), VHT has gained +3.5% vs +15.9% 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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