Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VOX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — VOX

Based on 496 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
496 hedge funds hold VOX 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 — +16% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

198 buying229 selling
Last quarter: 229 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 58 → 75 → 53. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 18% new
295 out of 496 hedge funds have held VOX 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 — ~53 new funds/quarter

49 → 61 → 58 → 75 → 53 new funds/Q
New funds entering each quarter: 61 → 58 → 75 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 499 holders: 315 (63%) are 2+ year veterans, 66 entered 1–2 years ago, and 118 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
29 of 496 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in VOX. 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 — VOX

In 2026 Q1, 198 hedge funds were net buyers of VOX (53 opened a new position, 145 added to an existing one), while 229 reduced or exited (168 trimmed, 61 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in VOX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 496.

Hedge Fund Ownership: VOX

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

Market Analysis: VOX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VOX

-- --

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

Is It Too Late to Buy Vanguard World Fd (VOX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VOX 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 · 78d ago
VOX
+3.2%
SPY
+15.9%

VOX outperformed SPY by -12.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
VOX
-5.2%
SPY
+2.0%

Since the filing became public, VOX outperformed SPY by -7.2% .

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.

22 top-rated funds 4 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: VOX
492 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 492 504 -2.38%
13F Shares 16M 17M -10.29%
Total Value $2.75B $3.31B -16.84%
New Positions 52 75 -23
Increased Positions 145 163 -18
Closed Positions 64 35 +29
Reduced Positions 165 156 +9
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: VOX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

492 + investors

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

QUARTER:
Top 25 VOX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PGIM Custom Harvest LLC 5.63% 2,005,336 $360.6M
2 Clear Point Advisors Inc. 5.29% 45,012 $6.8M
3 Lighthouse Financial Services Inc /Adv 4.94% 112,783 $21.9M
4 Richmond Brothers, Inc. 4.39% 36,626 $6.6M
5 Beacon Capital Management, Inc. 4.13% 408,080 $73.4M
6 Southern Capital Services Inc /Adv 3.89% 33,635 $6.0M
7 Armstrong Advisory Group, Inc 2.25% 186,325 $33.5M
8 Campion Asset Management 2.04% 16,699 $3.0M
9 Quaker Wealth Management, LLC 1.97% 35,035 $6.3M
10 Mason & Associates Inc 1.96% 58,380 $10.1M
11 Bank of Marin 1.83% 13,934 $2.5M
12 RCW Management, LLC 1.77% 9,593 $1.7M
13 First Financial Corp /In/ 1.73% 24,506 $4.4M
14 Sharper & Granite LLC 1.65% 26,875 $4.8M
15 Absolute Capital Management, LLC 1.56% 26,068 $4.7M
16 Vista Investment Management 1.54% 25,770 $4.6M
17 Kcm Investment Advisors LLC 1.48% 248,024 $44.6M
18 Altura Wealth Advisors Inc. 1.42% 18,129 $3.3M
19 MontVue Capital Management, Inc. 1.42% 11,555 $2.1M
20 Praetorian Wealth Management, Inc. 1.39% 44,257 $7.3M
21 Conservest Capital Advisors, Inc. 1.19% 73,241 $13.2M
22 Penobscot Wealth Management 1.19% 22,356 $4.0M
23 Founders Grove Wealth Partners, LLC 1.13% 27,555 $5.0M
24 Gibraltar Capital Management, Inc. 1.12% 36,158 $6.5M
25 Junk Investment Group, LLC 1.12% 11,825 $2.1M
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 World Fd (VOX)

What does the Smart Money Trend signal show for VOX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VOX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VOX?

More sellers than buyers — 46% buying: Last quarter: 229 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VOX holders?

Elite ownership — 48% AUM from top-100 funds: 29 of 496 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in VOX. 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 VOX?

59% of holders stayed for 2+ years: 295 out of 496 hedge funds have held VOX 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 World Fd (VOX) following the 2026 Q1 hedge fund 13F filings?

As of today, VOX has moved -5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -7.2%. Since the quarter end (March 31, 2026), VOX has gained +3.2% vs +15.9% 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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