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
↑ +48
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — VO

Based on 2379 hedge funds · latest filing: 2026 Q1 · 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
2,379 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 — +15% more funds vs a year ago

fund count last 6Q
+303 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 — 59% buying

1281 buying876 selling
Last quarter: 1,281 funds bought or added vs 876 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.
⚠️

Fewer new buyers each quarter (-94 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 173 → 152 → 275 → 181. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
1,511 out of 2,379 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.
📈

Growing discovery — still being found

152 → 173 → 152 → 275 → 181 new funds/Q
New funds entering each quarter: 173 → 152 → 275 → 181. A growing number of institutions are discovering VO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 2,388 holders: 1,533 (64%) are 2+ year veterans, 358 entered 1–2 years ago, and 497 (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
35 of 2375 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 Q1, 1281 hedge funds were net buyers of VO (181 opened a new position, 1100 added to an existing one), while 876 reduced or exited (743 trimmed, 133 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 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: +48 funds (more new holders than closures). Total institutional holders: 2379.

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 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 · 75d ago
VO
+10.1%
SPY
+14.1%

VO outperformed SPY by -4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
VO
+3.3%
SPY
+0.3%

Since the filing became public, VO outperformed SPY by +3.0% .

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.

66 top-rated funds 143 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.9
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2348 2331 0.73%
13F Shares 239M 211M 12.9%
Total Value $63.12B $59.73B 5.68%
New Positions 170 275 -105
Increased Positions 1087 1029 +58
Closed Positions 153 127 +26
Reduced Positions 731 672 +59
Total Calls 4 4 -
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.25 0.75 Bearish

Statistics: VO

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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 VO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fidato Wealth LLC 26.15% 140,240 $40.3M
2 Performa Ltd (US), LLC 16.21% 249,449 $71.6M
3 Bear Mountain Capital, Inc. 15.22% 164,192 $50.6M
4 BCK Partners, Inc. 14.91% 96,187 $27.6M
5 TL Private Wealth 14.25% 121,677 $36.1M
6 William Mack & Associates, Inc. 13.01% 79,241 $22.8M
7 James Reed Financial Services, Inc. 12.97% 52,181 $15.0M
8 Advantage Trust Co 12.72% 98,810 $28.4M
9 SilverOak Wealth Management LLC 11.52% 253,783 $72.9M
10 Integrated Capital Management, LLC 11.41% 94,222 $27.1M
11 Equity Wealth Partners, LLC 11.27% 60,706 $17.4M
12 JMG Financial Group, Ltd. 11.04% 1,396,617 $401.1M
13 Searcy Financial Services Inc /Adv 10.82% 101,588 $29.2M
14 Riverpoint Wealth Management Holdings, LLC 10.68% 174,767 $50.2M
15 Financial Synergies Wealth Advisors, Inc. 10.61% 387,226 $111.2M
16 Northwest Quadrant Wealth Management, LLC 10.35% 173,409 $49.8M
17 New Hampshire Trust 10.34% 178,603 $51.3M
18 Koenig Investment Advisory, LLC 10.05% 41,200 $11.8M
19 Ballast, Inc. 9.36% 140,974 $40.5M
20 Next Level Wealth Planning, LLC 9.35% 63,394 $18.2M
21 Serenity Investment Advisors 9.27% 53,473 $15.9M
22 Somnio Financial Group, LLC 9.15% 48,480 $13.9M
23 Investments & Financial Planning, LLC 9.05% 57,866 $16.6M
24 Fee-Only Financial Planning, L.C. 8.75% 50,451 $14.5M
25 Sylvest Advisors, LLC 8.74% 57,244 $16.4M
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?

Slight buying edge — 59% buying: Last quarter: 1,281 funds bought or added vs 876 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 VO holders?

Elite ownership — 60% AUM from top-100 funds: 35 of 2375 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?

64% of holders stayed for 2+ years: 1,511 out of 2,379 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 Q1 hedge fund 13F filings?

As of today, VO has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), VO has gained +10.1% vs +14.1% 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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