Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VONE)

378 + 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
↑ +5
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — VONE

Based on 382 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 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
382 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 — +24% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+24% 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

169 buying136 selling
Last quarter: 169 funds bought or added vs 136 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 (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 35 → 55 → 41. 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.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
198 out of 382 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.
📈

Growing discovery — still being found

31 → 43 → 35 → 55 → 41 new funds/Q
New funds entering each quarter: 43 → 35 → 55 → 41. A growing number of institutions are discovering VONE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 32% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 32% new
Entry-cohort mix of 382 holders: 202 (53%) are 2+ year veterans, 56 entered 1–2 years ago, and 124 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
26 of 382 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 169 hedge funds were net buyers of VONE (41 opened a new position, 128 added to an existing one), while 136 reduced or exited (100 trimmed, 36 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in VONE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 382.

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

-- --

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

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

Signal Freshness measures how much VONE 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 · 79d ago
VONE
+14.0%
SPY
+13.9%

VONE outperformed SPY by +0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VONE
+1.1%
SPY
+0.2%

Since the filing became public, VONE outperformed SPY by +0.9% .

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.

15 top-rated funds 6 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: VONE
378 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 378 377 0.27%
13F Shares 13M 14M -1.72%
Total Value $3.92B $4.22B -7.18%
New Positions 40 55 -15
Increased Positions 127 110 +17
Closed Positions 39 17 +22
Reduced Positions 99 100 -1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VONE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

378 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Flower City Capital 35.64% 240,752 $71.1M
2 Sherrill & Hutchins Financial Advisory, Inc 27.46% 157,505 $46.5M
3 Hilltop Partners LLC 19.00% 250,902 $74.0M
4 Red Cedar Investment Management, LLC 15.82% 517,016 $152.6M
5 Stegner Investment Associates Inc. 10.88% 67,320 $19.9M
6 Cherrydale Wealth Management, LLC 6.66% 73,093 $21.6M
7 Jordan Park Group LLC 6.41% 407,664 $120.3M
8 Navigate Wealth Management, LLC 5.96% 26,584 $8.5M
9 Heartwood Wealth Advisors LLC 3.76% 146,084 $43.1M
10 Note Advisors, LLC 3.26% 22,069 $6.5M
11 Brown Financial Advisory 3.10% 21,190 $6.3M
12 Owl Creek Wealth Partners LLC 3.07% 29,185 $8.6M
13 Formulate Financial LLC 2.65% 7,262 $2.1M
14 Nova R Wealth, Inc. 2.60% 27,581 $8.1M
15 Hapanowicz & Associates Financial Services, Inc 2.59% 22,067 $6.5M
16 Rialto Wealth Management, LLC 2.11% 31,815 $9.4M
17 Arbor Investment Advisors, LLC 2.05% 53,283 $15.7M
18 Crusonia Wealth Advisors LLC 1.70% 27,989 $8.3M
19 Arsenal Capital Advisors LLC 1.65% 7,723 $2.3M
20 Verus Wealth Management, LLC 1.58% 5,770 $1.7M
21 Apella Capital, LLC 1.58% 330,603 $106.4M
22 Parkside Financial Bank & Trust 1.55% 68,555 $20.2M
23 Founders Capital Management, LLC 1.47% 30,204 $8.9M
24 Retirement Planning Group, LLC / Ny 1.45% 7,648 $2.3M
25 Thrive Wealth Management, LLC 1.37% 31,202 $9.2M
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: 169 funds bought or added vs 136 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 — 47% AUM from top-100 funds: 26 of 382 holders are among the 100 largest funds by AUM, controlling 47% 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?

52% of holders stayed for 2+ years: 198 out of 382 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.

Is it too late to buy Vanguard Scottsdale Fds (VONE) following the 2026 Q1 hedge fund 13F filings?

As of today, VONE has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), VONE has gained +14.0% vs +13.9% 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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