Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD SCOTTSDALE FDS (VONG)

805 + 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
↑ +64
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — VONG

Based on 805 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
805 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

413 buying287 selling
Last quarter: 413 funds bought or added vs 287 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 (+30 vs last Q)

new funds entering per quarter
Funds opening a new VONG position: 70 → 103 → 87 → 117. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
402 out of 805 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

126 → 70 → 103 → 87 → 117 new funds/Q
New funds entering each quarter: 70 → 103 → 87 → 117. A growing number of institutions are discovering VONG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 19% 1-2yr ■ 31% new
Of 805 current holders: 401 (50%) 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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
31 of 805 holders are among the 100 largest funds by AUM, controlling 54% 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.

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

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

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

50 top-rated funds 35 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: VONG
2026 Q1 Stats Unlock in 22 days 805 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 805 741 8.64%
13F Shares 176M 152M 16.16%
Total Value $21.16B $18.12B 16.79%
New Positions 117 87 +30
Increased Positions 296 272 +24
Closed Positions 53 49 +4
Reduced Positions 234 238 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VONG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

805 + investors

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

Top 25 institutional holders of VONG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LPWM LLC 18.28% 660,553 $72.5M
2 WestHill Financial Advisors, Inc. 13.73% 654,798 $71.8M
3 CITIZENS & NORTHERN CORP 10.52% 384,641 $42.2M
4 Brandywine Asset Management, Inc. 8.94% 101,346 $11.3M
5 Livet Wealth, LLC 7.32% 104,970 $11.5M
6 Highland Financial Advisors, LLC 7.15% 246,834 $27.1M
7 Nicholson Meyer Capital Management, Inc. 5.39% 64,065 $7.0M
8 Aaron Wealth Advisors LLC 5.37% 863,072 $94.7M
9 Bernardo Wealth Planning LLC 4.40% 204,728 $22.5M
10 Perkins Coie Trust Co 4.27% 202,524 $22.2M
11 Darrow Company, Inc. 3.92% 79,346 $8.7M
12 Blue Capital, Inc. 3.40% 47,518 $5.2M
13 LVW Advisors, LLC 3.34% 319,679 $35.1M
14 Andina Capital Management, LLC 3.02% 31,133 $3.4M
15 GEM Asset Management, LLC 2.70% 55,746 $6.1M
16 Michels Family Financial, LLC 2.69% 34,059 $3.7M
17 Aurelius Family Office LLC 2.62% 54,877 $6.0M
18 Waldron Private Wealth LLC 2.34% 546,367 $59.9M
19 CREATIVE FINANCIAL DESIGNS INC /ADV 1.76% 263,711 $28.9M
20 M3 Advisory Group, LLC 1.69% 25,054 $2.7M
21 Spectrum Investment Advisors, Inc. 1.66% 30,508 $3.3M
22 Investors Research Corp 1.65% 78,895 $8.7M
23 Apollon Wealth Management, LLC 1.51% 846,825 $92.9M
24 Apollon Financial, LLC 1.45% 95,655 $10.5M
25 Blackston Financial Advisory Group, LLC 1.41% 20,450 $2.2M
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 (VONG)

What does the Smart Money Trend signal show for VONG?

Buying streak — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 413 funds bought or added vs 287 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 — 54% AUM from top-100 funds: 31 of 805 holders are among the 100 largest funds by AUM, controlling 54% 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?

50% of holders stayed for 2+ years: 402 out of 805 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.

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.