Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD SPECIALIZED FUNDS (VIG)

2K + Investors. Track Smart Money conviction in VIG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +159
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — VIG

Based on 2307 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VIG 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
2,307 hedge funds hold VIG 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 — +9% more funds vs a year ago

fund count last 6Q
+199 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

1227 buying863 selling
Last quarter: 1,227 funds bought or added vs 863 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+130 vs last Q)

new funds entering per quarter
Funds opening a new VIG position: 131 → 130 → 138 → 268. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 13% new
1,567 out of 2,307 hedge funds have held VIG 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

216 → 131 → 130 → 138 → 268 new funds/Q
New funds entering each quarter: 131 → 130 → 138 → 268. 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.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 2,312 current holders: 1,538 (67%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
26 of 2307 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in VIG. 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.

Hedge Fund Ownership: VIG

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

Market Analysis: VIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VIG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

116 top-rated funds 135 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: VIG
2026 Q1 Stats Unlock in 19 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2312 2155 7.29%
13F Shares 211M 205M 3.2%
Total Value $46.46B $44.09B 5.37%
New Positions 269 138 +131
Increased Positions 964 862 +102
Closed Positions 111 104 +7
Reduced Positions 762 794 -32
Total Calls 4 4 -
Total Puts 4 4 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: VIG

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Valuation Measures Data as of: --

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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)

2K + investors

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

Top 25 institutional holders of VIG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hubbell Strickland Wealth Management, LLC 29.36% 342,517 $73.7M
2 Reality Financial Planning Services, LLC 16.67% 80,348 $17.3M
3 Granite FO LLC 15.44% 121,327 $26.1M
4 GEN Financial Management, INC. 15.14% 113,693 $24.5M
5 Ariston Services Group 15.08% — $25.2M
6 FIDELIS iM, LLC 14.50% 178,169 $38.3M
7 Paragon Capital Management Ltd 13.65% 302,201 $65.0M
8 Aurdan Capital Management, LLC 12.86% 199,269 $42.9M
9 FLYWHEEL PRIVATE WEALTH LLC 12.33% 100,687 $21.7M
10 Prepared Retirement Institute LLC 12.29% — $25K
11 Buska Wealth Management, LLC 12.28% 142,152 $30.6M
12 Western Pacific Wealth Management, LP 11.73% 53,637 $11.5M
13 FORMULATE FINANCIAL LLC 11.31% 42,578 $9.2M
14 INVESTMENT ADVISORY SERVICES INC /TX /ADV 11.03% 161,301 $34.7M
15 Macco Financial Group, Inc. 11.00% 67,533 $14.5M
16 Trust Point Inc. 10.56% 565,259 $121.6M
17 Family CFO Inc 10.04% 104,268 $22.4M
18 Sherman Wealth Management LLC 10.02% 54,219 $11.7M
19 Noble Family Wealth, LLC 9.97% 224,526 $48.3M
20 Joel Isaacson & Co., LLC 9.62% 1,349,051 $290.1M
21 E&G Advisors, LP 9.60% 200,810 $43.1M
22 SimpliFi, Inc. 9.56% 105,848 $22.8M
23 RIVER'S EDGE WEALTH MANAGEMENT, LLC 9.52% 44,717 $10.1M
24 Seneca Financial Advisors LLC 9.47% 150,245 $32.3M
25 GreatBanc Trust CO 9.25% 61,485 $13.2M
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 SPECIALIZED FUNDS (VIG)

What does the Smart Money Trend signal show for VIG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VIG 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 VIG?

Slight buying edge — 59% buying: Last quarter: 1,227 funds bought or added vs 863 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VIG holders?

Elite ownership — 43% AUM from top-100 funds: 26 of 2307 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in VIG. 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 VIG?

68% of holders stayed for 2+ years: 1,567 out of 2,307 hedge funds have held VIG 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.