Stock Analysis
Data Source: SEC EDGAR 13F
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Vanguard Specialized Funds (VIG)

3K + 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
↑ +94
Streak
5Q ▲
Buyers last Q
54%

Smart Money Signals — VIG

Based on 2605 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
2,605 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 — +15% more funds vs a year ago

fund count last 6Q
+345 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1246 buying1053 selling
Last quarter: 1,246 funds bought or added vs 1,053 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 (+41 vs last Q)

new funds entering per quarter
Funds opening a new VIG position: 150 → 305 → 169 → 210. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
1,723 out of 2,605 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.
📊

Peak discovery — momentum slowing

149 → 150 → 305 → 169 → 210 new funds/Q
New funds entering each quarter: 150 → 305 → 169 → 210. VIG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 2,609 holders: 1,752 (67%) are 2+ year veterans, 366 entered 1–2 years ago, and 491 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
37 of 2602 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.6
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.

Institutional Sentiment Summary — VIG

In 2026 Q2, 1246 hedge funds were net buyers of VIG (210 opened a new position, 1036 added to an existing one), while 1053 reduced or exited (937 trimmed, 116 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in VIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +94 funds (more new holders than closures). Total institutional holders: 2605.

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

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

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 151 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: VIG
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2582 2511 2.83%
13F Shares 209M 200M 4.18%
Total Value $48.36B $42.34B 14.22%
New Positions 198 169 +29
Increased Positions 1034 965 +69
Closed Positions 124 145 -21
Reduced Positions 931 916 +15
Total Calls 3 3 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: VIG

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Institutional Holders (2026 Q2)

3K + investors

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

QUARTER:
Top 25 VIG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diana Davis Spencer Foundation 38.03% 88,754 $21.0M
2 Hubbell Strickland Wealth Management, LLC 28.94% 338,905 $80.2M
3 360 Financial, Inc. 25.43% 423,147 $100.1M
4 Reality Financial Planning Services, LLC 18.18% 79,591 $18.8M
5 GEN Financial Management, INC. 16.39% 115,778 $27.4M
6 Kitching Partners, LLC 15.42% 75,866 $18.0M
7 Ariston Services Group 15.30% 117,216 $27.7M
8 Granite FO LLC 15.18% 121,335 $28.7M
9 KilterHowling LLC 14.77% 139,303 $33.0M
10 FIDELIS iM, LLC 14.48% 179,381 $42.4M
11 Prodigy Asset Management LLC 14.35% 201,427 $47.7M
12 McCarthy Asset Management, Inc. 13.95% 124,375 $29.4M
13 Mtm Financial Group, LLC 13.74% 135,491 $32.1M
14 Amara Financial, LLC. 13.67% 96,523 $22.8M
15 Paragon Capital Management Ltd 13.23% 295,185 $69.8M
16 Conquis Financial LLC 12.69% 66,527 $15.7M
17 Aurdan Capital Management, LLC 12.60% 209,921 $49.7M
18 Wingate Wealth Advisors, Inc. 12.32% 118,186 $28.0M
19 Prepared Retirement Institute LLC 12.05% 119,642 $28.3M
20 Flywheel Private Wealth LLC 11.99% 102,806 $24.3M
21 Cascades Capital Asset Management, LLC 11.72% 133,957 $31.7M
22 Western Pacific Wealth Management, LP 11.69% 54,660 $12.9M
23 Buska Wealth Management, LLC 11.26% 131,990 $31.2M
24 Investment Advisory Services Inc /Tx /Adv 11.20% 164,367 $38.9M
25 Trust Point Inc. 11.18% 556,557 $131.7M
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 — 5 quarters in a row: For 5 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 — 54% buying: Last quarter: 1,246 funds bought or added vs 1,053 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 — 40% AUM from top-100 funds: 37 of 2602 holders are among the 100 largest funds by AUM, controlling 40% 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?

66% of holders stayed for 2+ years: 1,723 out of 2,605 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.

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