Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VOE)

1K + Investors. Track Smart Money conviction in VOE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +66
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — VOE

Based on 1098 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VOE 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
1,098 hedge funds hold VOE 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 — +8% more funds vs a year ago

fund count last 6Q
+82 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

577 buying396 selling
Last quarter: 577 funds bought or added vs 396 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 (+65 vs last Q)

new funds entering per quarter
Funds opening a new VOE position: 72 → 92 → 71 → 136. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
713 out of 1,098 hedge funds have held VOE 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

124 → 72 → 92 → 71 → 136 new funds/Q
New funds entering each quarter: 72 → 92 → 71 → 136. A growing number of institutions are discovering VOE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 1,100 current holders: 714 (65%) 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.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
27 of 1098 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: VOE

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

Market Analysis: VOE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VOE

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

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

60 top-rated funds 28 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: VOE
2026 Q1 Stats Unlock in 17 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1100 1036 6.18%
13F Shares 71M 66M 7.79%
Total Value $12.48B $11.36B 9.85%
New Positions 136 71 +65
Increased Positions 445 410 +35
Closed Positions 70 77 -7
Reduced Positions 328 338 -10
Total Calls 2 2 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: VOE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of VOE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STEPHENS GROUP ASSET MANAGEMENT, LLC 14.34% 1,221,139 $225.0M
2 Dougherty Wealth Advisers LLC 10.66% 91,186 $16.8M
3 Grove Street Fiduciary, LLC 10.48% 129,119 $23.8M
4 Diesslin Group, Inc. 10.36% 124,837 $23.0M
5 BHK Investment Advisors, LLC 9.43% 153,074 $28.2M
6 Clayton Financial Group LLC 8.12% 85,754 $15.8M
7 Shakespeare Wealth Management, LLC 7.91% 181,234 $33.4M
8 Berman McAleer LLC 7.70% 306,169 $56.4M
9 Gladwyn Financial Advisors, Inc. 7.58% 59,092 $10.9M
10 Marotta Asset Management 7.39% 217,452 $40.2M
11 INSPIRION WEALTH ADVISORS, LLC 6.09% 265,574 $48.9M
12 Avion Wealth 6.01% 157,831 $29K
13 OLIO Financial Planning 5.07% 99,296 $18.3M
14 PRESILIUM PRIVATE WEALTH, LLC 4.77% 146,890 $27.1M
15 DIVERSIFIED MANAGEMENT INC 4.61% 145,954 $26.9M
16 Roberts Financial Services LLC 4.53% 77,301 $14.2M
17 Trust Co 4.51% 260,990 $48.1M
18 Meramec Financial Planners, LLC 4.41% 57,606 $11.1M
19 Smallwood Wealth Investment Management, LLC 4.32% 44,441 $8.2M
20 Praetorian Wealth Management, Inc. 3.78% 105,024 $19.9M
21 Hegarty Advisors, LLC 3.71% 25,561 $4.7M
22 Compton Wealth Advisory Group, LLC 3.62% 88,024 $16.3M
23 Orgel Wealth Management, LLC 3.57% 899,090 $165.7M
24 Provident Wealth Management, LLC 3.54% 63,487 $11.7M
25 Echo45 Advisors LLC 3.44% 33,199 $6.1M
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 (VOE)

What does the Smart Money Trend signal show for VOE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VOE 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 VOE?

Slight buying edge — 59% buying: Last quarter: 577 funds bought or added vs 396 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 VOE holders?

Strong quality — 34% AUM from major funds: 27 of 1098 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VOE?

65% of holders stayed for 2+ years: 713 out of 1,098 hedge funds have held VOE 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.