Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VMBS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — VMBS

Based on 709 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VMBS 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
709 hedge funds hold VMBS 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 — +17% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

415 buying254 selling
Last quarter: 415 funds were net buyers (91 opened a brand new position + 324 added to an existing one). Only 254 were sellers (198 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 64 → 124 → 91. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 21% new
414 out of 709 hedge funds have held VMBS 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.
📈

Growing discovery — still being found

74 → 81 → 64 → 124 → 91 new funds/Q
New funds entering each quarter: 81 → 64 → 124 → 91. A growing number of institutions are discovering VMBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 709 holders: 433 (61%) are 2+ year veterans, 98 entered 1–2 years ago, and 178 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
30 of 708 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in VMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — VMBS

In 2026 Q1, 415 hedge funds were net buyers of VMBS (91 opened a new position, 324 added to an existing one), while 254 reduced or exited (198 trimmed, 56 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in VMBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 709.

Hedge Fund Ownership: VMBS

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

Market Analysis: VMBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VMBS

-- --

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

Is It Too Late to Buy Vanguard Scottsdale Fds (VMBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VMBS 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 · 82d ago
VMBS
-0.4%
SPY
+15.1%

VMBS outperformed SPY by -15.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
VMBS
+1.2%
SPY
+1.3%

Since the filing became public, VMBS outperformed SPY by -0.1% .

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.

20 top-rated funds 24 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: VMBS
701 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 701 674 4.01%
13F Shares 259M 274M -5.58%
Total Value $12.00B $12.92B -7.13%
New Positions 88 124 -36
Increased Positions 322 300 +22
Closed Positions 61 62 -1
Reduced Positions 197 174 +23
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VMBS

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Institutional Holders (2026 Q1)

701 + investors

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

QUARTER:
Top 25 VMBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Robinswood Financial LLC 19.74% 333,647 $15.7M
2 Power Wealth Management LLC 11.11% 636,044 $29.9M
3 Employees' Retirement Fund of the City of Fort Worth 10.83% 531,600 $25.0M
4 Sterling Investment Management, LLC 9.26% 328,670 $15.4M
5 Bell Investment Advisors, Inc 7.73% 1,052,213 $49.4M
6 Evergreen Advisors, LLC 7.64% 692,834 $32.5M
7 Connecticut Capital Management Group, LLC 6.92% 156,003 $7.3M
8 Family CFO Inc 6.79% 322,897 $15.2M
9 Cravens & Co Advisors, LLC 6.54% 214,501 $10.1M
10 Mendota Financial Group, LLC 6.42% 184,579 $8.7M
11 eCIO, Inc. 6.23% 302,148 $14.2M
12 Protective Life Corp 5.72% 36,637 $1.7M
13 Dynamic Wealth Strategies, LLC 5.69% 209,435 $9.8M
14 Windward Private Wealth Management Inc. 5.57% 343,129 $16.1M
15 Goodman Financial Corp 5.42% 671,816 $31.5M
16 Lincoln National Corp 5.15% 3,791,318 $178.0M
17 TD Private Client Wealth LLC 5.15% 5,289,178 $248.3M
18 OneAscent Investment Solutions LLC 4.99% 106,272 $5.0M
19 Planwiser Financial, LLC 4.77% 139,690 $6.6M
20 Finhabits Advisors LLC 4.75% 109,741 $5.2M
21 Ally Invest Advisors Inc. 4.59% 1,452,239 $68.2M
22 Rialto Wealth Management, LLC 4.48% 424,759 $19.9M
23 Whitcomb & Hess, Inc. 4.46% 406,916 $19.1M
24 Vectors Research Management, LLC 4.44% 323,859 $15.2M
25 Angeles Investment Advisors, LLC 4.37% 1,385,500 $65.0M
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 Scottsdale Fds (VMBS)

What does the Smart Money Trend signal show for VMBS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VMBS 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 VMBS?

More buyers than sellers — 62% buying: Last quarter: 415 funds were net buyers (91 opened a brand new position + 324 added to an existing one). Only 254 were sellers (198 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VMBS holders?

Elite ownership — 52% AUM from top-100 funds: 30 of 708 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in VMBS. 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 VMBS?

58% of holders stayed for 2+ years: 414 out of 709 hedge funds have held VMBS 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 Scottsdale Fds (VMBS) following the 2026 Q1 hedge fund 13F filings?

As of today, VMBS has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), VMBS has gained -0.4% vs +15.1% 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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