Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VONG)

949 + 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
↑ +97
Streak
5Q ▲
Buyers last Q
62%

Smart Money Signals — VONG

Based on 956 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
956 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 — +29% more funds vs a year ago

fund count last 6Q
+217 new funds entered over the past year (+29% 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.
🟢

More buyers than sellers — 62% buying

501 buying305 selling
Last quarter: 501 funds were net buyers (139 opened a brand new position + 362 added to an existing one). Only 305 were sellers (263 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new VONG position: 92 → 127 → 98 → 139. 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+) ■ 26% medium ■ 24% new
479 out of 956 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.
💰

Value +20% but shares only +4% — price-driven

Value
+20%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~139 new funds/quarter

111 → 92 → 127 → 98 → 139 new funds/Q
New funds entering each quarter: 92 → 127 → 98 → 139. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 29% newcomers

■ 52% veterans ■ 19% 1-2yr ■ 29% new
Entry-cohort mix of 956 holders: 498 (52%) are 2+ year veterans, 179 entered 1–2 years ago, and 279 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
35 of 955 holders are among the 100 largest funds by AUM, controlling 66% 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.
3.9
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 — VONG

In 2026 Q2, 501 hedge funds were net buyers of VONG (139 opened a new position, 362 added to an existing one), while 305 reduced or exited (263 trimmed, 42 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in VONG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +97 funds (more new holders than closures). Total institutional holders: 956.

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.

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

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 40 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: VONG
949 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 949 859 10.48%
13F Shares 253M 244M 3.66%
Total Value $31.60B $26.40B 19.73%
New Positions 136 98 +38
Increased Positions 361 334 +27
Closed Positions 45 87 -42
Reduced Positions 263 255 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VONG

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Institutional Holders (2026 Q2)

949 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seven Bridges Advisors LLC 32.04% 519,988 $66.5M
2 93 Financial Group, LLC 30.34% 601,405 $76.9M
3 Kinetic Wealth Investment Advisors LLC 24.68% 409,654 $52.4M
4 Hapanowicz & Associates Financial Services, Inc 21.11% 531,074 $67.9M
5 Lpwm LLC 19.35% 682,435 $87.2M
6 WestHill Financial Advisors, Inc. 14.26% 655,188 $83.7M
7 Citizens & Northern Corp 13.50% 462,175 $59.1M
8 Evergreen Wealth Partners LLC 13.47% 175,655 $22.5M
9 Alliance Wealth Advisors, LLC /UT 13.37% 554,931 $70.9M
10 Windward Private Wealth Management Inc. 12.56% 307,150 $39.3M
11 Quent Capital, LLC 8.79% 1,119,968 $143.1M
12 Highland Financial Advisors, LLC 8.42% 299,639 $38.3M
13 SageView Advisory Group, LLC 8.27% 2,063,070 $226.3M
14 Arrowroot Family Office, LLC 8.00% 218,720 $28.0M
15 Global Strategic Investment Solutions, LLC 7.79% 687,743 $87.9M
16 Livet Wealth, LLC 7.71% 104,624 $13.4M
17 Yarger Wealth Strategies, LLC 6.85% 149,434 $19.1M
18 Safe Harbor Family Capital, LLC 6.39% 74,831 $9.6M
19 Nadler Financial Group, Inc. 5.69% 525,540 $67.2M
20 Strategic Financial Partners, Ltd. 5.50% 114,087 $14.6M
21 Tolleson Wealth Management, Inc. 5.44% 340,015 $37.3M
22 Nicholson Meyer Capital Management, Inc. 5.29% 62,098 $7.9M
23 Hurley Capital, LLC 5.26% 79,481 $10.2M
24 Aaron Wealth Advisors LLC 5.18% 797,921 $102.0M
25 Win Advisors, Inc 4.98% 109,333 $14.0M
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 — 5 quarters in a row: For 5 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?

More buyers than sellers — 62% buying: Last quarter: 501 funds were net buyers (139 opened a brand new position + 362 added to an existing one). Only 305 were sellers (263 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VONG holders?

Elite ownership — 66% AUM from top-100 funds: 35 of 955 holders are among the 100 largest funds by AUM, controlling 66% 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: 479 out of 956 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.

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