Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VONE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — VONE

Based on 408 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 VONE 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
408 hedge funds hold VONE 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

176 buying146 selling
Last quarter: 176 funds bought or added vs 146 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new VONE position: 35 → 55 → 41 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 23% new
215 out of 408 hedge funds have held VONE 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.
➡️

Steady discovery — ~55 new funds/quarter

44 → 35 → 55 → 41 → 55 new funds/Q
New funds entering each quarter: 35 → 55 → 41 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 29% newcomers

■ 55% veterans ■ 15% 1-2yr ■ 29% new
Entry-cohort mix of 408 holders: 225 (55%) are 2+ year veterans, 63 entered 1–2 years ago, and 120 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
28 of 407 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VONE. 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 — VONE

In 2026 Q2, 176 hedge funds were net buyers of VONE (55 opened a new position, 121 added to an existing one), while 146 reduced or exited (117 trimmed, 29 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in VONE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 408.

Hedge Fund Ownership: VONE

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

Market Analysis: VONE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VONE

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 8 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: VONE
404 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 404 382 5.76%
13F Shares 14M 13M 3.15%
Total Value $4.63B $3.93B 17.88%
New Positions 54 41 +13
Increased Positions 119 128 -9
Closed Positions 31 37 -6
Reduced Positions 117 100 +17
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VONE

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Institutional Holders (2026 Q2)

404 + investors

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

QUARTER:
Top 25 VONE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Flower City Capital 36.40% 244,063 $82.7M
2 Colter Lewis Investment Partners LLC 27.94% 185,576 $62.9M
3 Sherrill & Hutchins Financial Advisory, Inc 25.23% 155,798 $52.8M
4 Red Cedar Investment Management, LLC 16.28% 507,403 $171.9M
5 Hilltop Partners LLC 11.35% 138,127 $46.8M
6 Stegner Investment Associates Inc. 10.84% 67,323 $22.8M
7 Jordan Park Group LLC 7.43% 432,391 $146.5M
8 Cherrydale Wealth Management, LLC 6.69% 75,506 $25.6M
9 Navigate Wealth Management, LLC 5.53% 26,535 $8.9M
10 Heartwood Wealth Advisors LLC 3.96% 150,400 $50.9M
11 Note Advisors, LLC 3.14% 21,373 $7.2M
12 Brown Financial Advisory 3.00% 21,172 $7.2M
13 Owl Creek Wealth Partners LLC 2.93% 29,573 $10.0M
14 Nova R Wealth, Inc. 2.63% 26,655 $9.0M
15 Formulate Financial LLC 2.59% 7,262 $2.5M
16 Hapanowicz & Associates Financial Services, Inc 2.26% 21,485 $7.3M
17 Lotus Asset Management LLC 2.16% 7,198 $2.4M
18 Arbor Investment Advisors, LLC 2.05% 53,349 $18.1M
19 Rialto Wealth Management, LLC 1.99% 29,688 $10.1M
20 Apella Capital, LLC 1.72% 359,515 $121.8M
21 Arsenal Capital Advisors LLC 1.64% 8,183 $2.8M
22 Parkside Financial Bank & Trust 1.60% 69,377 $23.5M
23 Verus Wealth Management, LLC 1.60% 5,729 $1.9M
24 Pitcairn Wealth Advisors LLC 1.59% 42,892 $14.5M
25 Crusonia Wealth Advisors LLC 1.53% 27,524 $9.3M
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 (VONE)

What does the Smart Money Trend signal show for VONE?

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

Slight buying edge — 55% buying: Last quarter: 176 funds bought or added vs 146 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 VONE holders?

Elite ownership — 49% AUM from top-100 funds: 28 of 407 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VONE. 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 VONE?

53% of holders stayed for 2+ years: 215 out of 408 hedge funds have held VONE 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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