Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VOX)

504 + 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
↑ +13
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — VOX

Based on 509 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VOX 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
509 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 — +13% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

212 buying201 selling
Last quarter: 212 funds bought or added vs 201 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.
➡️

Steady new buyers — ~54 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 58 → 75 → 53 → 54. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
312 out of 509 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.
📊

Peak discovery — momentum slowing

62 → 58 → 75 → 53 → 54 new funds/Q
New funds entering each quarter: 58 → 75 → 53 → 54. VOX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 513 holders: 326 (64%) are 2+ year veterans, 70 entered 1–2 years ago, and 117 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
30 of 509 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 212 hedge funds were net buyers of VOX (54 opened a new position, 158 added to an existing one), while 201 reduced or exited (160 trimmed, 41 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 52% of total institutional value in VOX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 509.

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

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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.

18 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: VOX
504 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 504 496 1.61%
13F Shares 17M 16M 10.15%
Total Value $3.10B $2.75B 12.75%
New Positions 52 53 -1
Increased Positions 156 145 +11
Closed Positions 44 63 -19
Reduced Positions 159 166 -7
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: VOX

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Institutional Holders (2026 Q2)

504 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beacon Capital Management, Inc. 5.17% 464,202 $85.4M
2 PGIM Custom Harvest LLC 4.83% 2,096,665 $385.7M
3 Lighthouse Financial Services Inc /Adv 4.51% 113,728 $21.5M
4 Southern Capital Services Inc /Adv 3.84% 37,234 $6.8M
5 Armstrong Advisory Group, Inc 2.14% 191,215 $35.2M
6 Quaker Wealth Management, LLC 1.92% 35,784 $6.6M
7 Campion Asset Management 1.88% 16,735 $3.1M
8 Bank of Marin 1.79% 13,934 $2.6M
9 Tranquilli Financial Advisor LLC 1.76% 17,830 $3.3M
10 Mason & Associates Inc 1.74% 58,465 $10.8M
11 Richmond Brothers, Inc. 1.56% 16,315 $3.0M
12 First Financial Corp /In/ 1.56% 24,462 $4.5M
13 RCW Management, LLC 1.54% 9,342 $1.7M
14 Sharper & Granite LLC 1.53% 26,769 $4.9M
15 Vista Investment Management 1.41% 25,587 $4.7M
16 Kcm Investment Advisors LLC 1.38% 252,428 $46.4M
17 Altura Wealth Advisors Inc. 1.28% 20,570 $3.8M
18 MontVue Capital Management, Inc. 1.22% 11,555 $2.1M
19 Absolute Capital Management, LLC 1.19% 25,983 $4.8M
20 Penobscot Wealth Management 1.13% 22,917 $4.2M
21 Conservest Capital Advisors, Inc. 1.11% 75,602 $13.9M
22 J. M. Brown & Associates Inc. 1.08% 10,296 $1.9M
23 Hershey Financial Advisers, LLC 1.08% 8,138 $1.5M
24 Timbuktu Capital Management, LLC 1.07% 3,867 $711K
25 Gibraltar Capital Management, Inc. 1.05% 37,098 $6.8M
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?

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

Slight buying edge — 51% buying: Last quarter: 212 funds bought or added vs 201 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 VOX holders?

Elite ownership — 52% AUM from top-100 funds: 30 of 509 holders are among the 100 largest funds by AUM, controlling 52% 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?

61% of holders stayed for 2+ years: 312 out of 509 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.

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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