Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Index Fds (VO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +103
Streak
11Q ▲
Buyers last Q
94%

Smart Money Signals — VO

Based on 2486 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VO 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
2,486 hedge funds hold VO 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 — +16% more funds vs a year ago

fund count last 6Q
+351 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 94% buying

2430 buying154 selling
Last quarter: 2,430 funds were net buyers (219 opened a brand new position + 2211 added to an existing one). Only 154 were sellers (38 trimmed + 116 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new VO position: 153 → 276 → 184 → 219. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 17% new
1,574 out of 2,486 hedge funds have held VO 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.
💎

Buying through price weakness — shares +292%, value +15%

Value
+15%
Shares
+291%
Last quarter: funds added +292% more shares while total portfolio value only changed +15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~219 new funds/quarter

174 → 153 → 276 → 184 → 219 new funds/Q
New funds entering each quarter: 153 → 276 → 184 → 219. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 2,495 holders: 1,614 (65%) are 2+ year veterans, 361 entered 1–2 years ago, and 520 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
37 of 2483 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in VO. 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 — VO

In 2026 Q2, 2430 hedge funds were net buyers of VO (219 opened a new position, 2211 added to an existing one), while 154 reduced or exited (38 trimmed, 116 sold completely) — a 94% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in VO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +103 funds (more new holders than closures). Total institutional holders: 2486.

Hedge Fund Ownership: VO

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

Market Analysis: VO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VO

-- --

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

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

Signal Freshness measures how much VO has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 79d ago
VO
-0.6%
SPY
+1.4%

VO outperformed SPY by -2.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
VO
-5.2%
SPY
-2.4%

Since the filing became public, VO outperformed SPY by -2.8% .

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 ?
Broad Consensus, Selective Conviction

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

39 top-rated funds 144 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: VO
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2461 2383 3.27%
13F Shares 936M 239M 291.33%
Total Value $72.94B $63.29B 15.24%
New Positions 210 184 +26
Increased Positions 2198 1099 +1099
Closed Positions 129 135 -6
Reduced Positions 33 739 -706
Total Calls 4 4 -
Total Puts 5 5 -
PUT/CALL Ratio 1.25 1.25 Bearish

Statistics: VO

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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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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 VO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fidato Wealth LLC 26.26% 557,784 $44.9M
2 Bear Mountain Capital, Inc. 15.68% 669,702 $54.1M
3 BCK Partners, Inc. 15.08% 388,334 $31.3M
4 TL Private Wealth 14.43% 488,218 $39.4M
5 William Mack & Associates, Inc. 14.10% 496,380 $40.0M
6 James Reed Financial Services, Inc. 12.84% 208,755 $16.8M
7 Performa Ltd (US), LLC 12.23% 940,415 $75.8M
8 Fi3 FINANCIAL ADVISORS, LLC 11.45% 671,664 $47.9M
9 Equity Wealth Partners, LLC 11.25% 388,640 $31.3M
10 Integrated Capital Management, LLC 11.19% 385,590 $31.1M
11 JMG Financial Group, Ltd. 10.99% 5,646,613 $454.9M
12 SilverOak Wealth Management LLC 10.91% 1,051,352 $84.7M
13 Searcy Financial Services Inc /Adv 10.89% 402,845 $32.5M
14 Northwest Quadrant Wealth Management, LLC 10.49% 702,864 $56.6M
15 Riverpoint Wealth Management Holdings, LLC 10.45% 706,160 $56.9M
16 Advantage Trust Co 10.43% 368,074 $29.7M
17 Financial Synergies Wealth Advisors, Inc. 10.43% 1,527,267 $123.1M
18 Koenig Investment Advisory, LLC 10.27% 164,059 $13.2M
19 Seven Bridges Advisors LLC 10.13% 260,902 $21.0M
20 New Hampshire Trust 9.51% 626,046 $50.4M
21 Next Level Wealth Planning, LLC 9.44% 266,078 $21.4M
22 Ballast, Inc. 9.37% 616,950 $49.7M
23 Somnio Financial Group, LLC 9.36% 196,176 $15.8M
24 Hillman Co 9.02% 316,332 $25.5M
25 Investments & Financial Planning, LLC 8.96% 234,793 $18.9M
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 Index Fds (VO)

What does the Smart Money Trend signal show for VO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VO 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 VO?

More buyers than sellers — 94% buying: Last quarter: 2,430 funds were net buyers (219 opened a brand new position + 2211 added to an existing one). Only 154 were sellers (38 trimmed + 116 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VO holders?

Elite ownership — 60% AUM from top-100 funds: 37 of 2483 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in VO. 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 VO?

63% of holders stayed for 2+ years: 1,574 out of 2,486 hedge funds have held VO 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 Index Fds (VO) following the 2026 Q2 hedge fund 13F filings?

As of today, VO has moved -5.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of -2.8%. Since the quarter end (June 30, 2026), VO has gained -0.6% vs +1.4% 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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