Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VOT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +52
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — VOT

Based on 980 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VOT 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
980 hedge funds hold VOT 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 — +10% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

478 buying358 selling
Last quarter: 478 funds bought or added vs 358 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 (+52 vs last Q)

new funds entering per quarter
Funds opening a new VOT position: 77 → 102 → 69 → 121. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 16% new
632 out of 980 hedge funds have held VOT 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 — ~121 new funds/quarter

105 → 77 → 102 → 69 → 121 new funds/Q
New funds entering each quarter: 77 → 102 → 69 → 121. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 23% new
Of 986 current holders: 636 (65%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
25 of 980 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: VOT

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

Market Analysis: VOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VOT

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

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

61 top-rated funds 20 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: VOT
2026 Q1 Stats Unlock in 20 days 986 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 986 932 5.79%
13F Shares 37M 35M 5.16%
Total Value $10.29B $10.24B 0.57%
New Positions 121 69 +52
Increased Positions 363 335 +28
Closed Positions 70 69 +1
Reduced Positions 294 298 -4
Total Calls 3 2 50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: VOT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

986 + investors

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

Top 25 institutional holders of VOT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sharp Wealth Advisory, LLC 14.24% 112,085 $28.8M
2 STEPHENS GROUP ASSET MANAGEMENT, LLC 10.83% 660,319 $169.9M
3 BHK Investment Advisors, LLC 8.41% 97,828 $25.2M
4 Axiom Financial Strategies, LLC 8.10% 89,466 $23.0M
5 Gladwyn Financial Advisors, Inc. 7.12% 39,783 $10.2M
6 Clayton Financial Group LLC 6.95% 52,570 $13.5M
7 Meramec Financial Planners, LLC 5.31% 46,851 $13.4M
8 PRESILIUM PRIVATE WEALTH, LLC 4.74% 104,402 $26.9M
9 Praetorian Wealth Management, Inc. 4.34% 84,223 $22.8M
10 Davis Investment Partners, LLC 4.06% 44,635 $11.5M
11 Roberts Financial Services LLC 4.06% 49,565 $12.8M
12 Trust Co 3.85% 159,559 $41.1M
13 Hapanowicz & Associates Financial Services, Inc 3.12% 30,511 $7.9M
14 KWMG, LLC 3.06% 142,518 $36.7M
15 KIECKHEFER GROUP LLC 2.86% 23,527 $6.1M
16 Arch Global Advisors, LLC 2.83% 21,064 $5.4M
17 Sagace Wealth Management LLC 2.82% 16,320 $4.2M
18 Baring Financial LLC 2.76% 17,509 $4.5M
19 IVC Wealth Advisors LLC 2.73% 24,393 $6.3M
20 PLANNING DIRECTIONS INC 2.69% 20,690 $5.3M
21 Compton Wealth Advisory Group, LLC 2.69% 46,341 $12.1M
22 Avior Wealth Management, LLC 2.61% 357,505 $92.0M
23 Opes Wealth Management LLC 2.39% 56,473 $14.5M
24 INSPIRION WEALTH ADVISORS, LLC 2.36% 73,754 $19.0M
25 Wolff Financial Management LLC 2.34% 41,083 $10.6M
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 INDEX FDS (VOT)

What does the Smart Money Trend signal show for VOT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VOT 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 VOT?

Slight buying edge — 57% buying: Last quarter: 478 funds bought or added vs 358 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 VOT holders?

Strong quality — 38% AUM from major funds: 25 of 980 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VOT?

64% of holders stayed for 2+ years: 632 out of 980 hedge funds have held VOT 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.