Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VONG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — VONG

Based on 859 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VONG 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
859 hedge funds hold VONG 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
+163 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 — 56% buying

432 buying339 selling
Last quarter: 432 funds bought or added vs 339 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 (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 110 → 92 → 126 → 98. 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.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 21% new
434 out of 859 hedge funds have held VONG 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

71 → 110 → 92 → 126 → 98 new funds/Q
New funds entering each quarter: 110 → 92 → 126 → 98. A growing number of institutions are discovering VONG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 28% newcomers

■ 52% veterans ■ 20% 1-2yr ■ 28% new
Entry-cohort mix of 859 holders: 446 (52%) are 2+ year veterans, 172 entered 1–2 years ago, and 241 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
30 of 857 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in VONG. 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 — VONG

In 2026 Q1, 432 hedge funds were net buyers of VONG (98 opened a new position, 334 added to an existing one), while 339 reduced or exited (255 trimmed, 84 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in VONG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 859.

Hedge Fund Ownership: VONG

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

Market Analysis: VONG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VONG

-- --

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

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

Signal Freshness measures how much VONG 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 · 80d ago
VONG
+14.3%
SPY
+13.9%

VONG outperformed SPY by +0.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
VONG
-2.1%
SPY
+0.2%

Since the filing became public, VONG outperformed SPY by -2.3% .

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.

27 top-rated funds 33 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: VONG
847 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 847 845 0.24%
13F Shares 244M 178M 37.04%
Total Value $26.35B $21.35B 23.38%
New Positions 95 126 -31
Increased Positions 331 304 +27
Closed Positions 93 59 +34
Reduced Positions 251 245 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VONG

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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)

847 + investors

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

QUARTER:
Top 25 VONG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 93 Financial Group, LLC 29.31% 599,199 $65.7M
2 Hapanowicz & Associates Financial Services, Inc 23.03% 527,960 $57.9M
3 Lpwm LLC 18.28% 660,553 $72.5M
4 Evergreen Wealth Partners LLC 14.32% 170,887 $18.7M
5 WestHill Financial Advisors, Inc. 13.73% 654,798 $71.8M
6 Windward Private Wealth Management Inc. 11.39% 300,323 $32.9M
7 Alliance Wealth Advisors, LLC /UT 10.79% 454,592 $49.9M
8 Citizens & Northern Corp 10.52% 384,641 $42.2M
9 Brandywine Asset Management, Inc. 8.94% 101,346 $11.3M
10 Arrowroot Family Office, LLC 8.57% 193,440 $23.6M
11 Quent Capital, LLC 8.52% 1,095,021 $120.1M
12 Global Strategic Investment Solutions, LLC 7.43% 695,315 $76.3M
13 Livet Wealth, LLC 7.32% 104,970 $11.5M
14 Highland Financial Advisors, LLC 7.15% 246,834 $27.1M
15 Strategic Financial Partners, Ltd. 6.80% 143,583 $15.7M
16 Yarger Wealth Strategies, LLC 6.54% 148,173 $16.3M
17 Safe Harbor Family Capital, LLC 6.41% 74,735 $8.2M
18 Nadler Financial Group, Inc. 5.51% 521,411 $57.2M
19 Nicholson Meyer Capital Management, Inc. 5.39% 64,065 $7.0M
20 Aaron Wealth Advisors LLC 5.37% 863,072 $94.7M
21 Wealthquest Corp 5.35% 582,273 $70.9M
22 Gross & Hartman Investments LLC 4.98% 71,744 $8.7M
23 Base Wealth Management LLC 4.97% 80,976 $8.9M
24 Hurley Capital, LLC 4.54% 77,243 $8.5M
25 Wealth Dimensions Group, Ltd. 4.41% 204,331 $22.4M
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 Scottsdale Fds (VONG)

What does the Smart Money Trend signal show for VONG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VONG 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 VONG?

Slight buying edge — 56% buying: Last quarter: 432 funds bought or added vs 339 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 VONG holders?

Elite ownership — 67% AUM from top-100 funds: 30 of 857 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in VONG. 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 VONG?

51% of holders stayed for 2+ years: 434 out of 859 hedge funds have held VONG 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 (VONG) following the 2026 Q1 hedge fund 13F filings?

As of today, VONG has moved -2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), VONG has gained +14.3% 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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