Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (VPU)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — VPU

Based on 614 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VPU 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
614 hedge funds hold VPU 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 — +14% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

319 buying194 selling
Last quarter: 319 funds were net buyers (78 opened a brand new position + 241 added to an existing one). Only 194 were sellers (159 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new VPU position: 59 → 60 → 52 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 22% medium 16% new
376 out of 614 hedge funds have held VPU 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 — ~78 new funds/quarter

78 → 59 → 60 → 52 → 78 new funds/Q
New funds entering each quarter: 59 → 60 → 52 → 78. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 16% 1-2yr 22% new
Of 619 current holders: 386 (62%) 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 — 39% AUM from major funds

39% from top-100 AUM funds
19 of 614 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: VPU

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

Market Analysis: VPU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VPU

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 4 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: VPU
2026 Q1 Stats Unlock in 16 days 619 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 619 573 8.03%
13F Shares 13M 12M 5.44%
Total Value $2.41B $2.35B 2.32%
New Positions 78 52 +26
Increased Positions 243 228 +15
Closed Positions 35 48 -13
Reduced Positions 165 163 +2
Total Calls 4 2 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: VPU

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Financial Highlights

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Institutional Holders (2026 Q1)

619 + investors

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

Top 25 institutional holders of VPU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beacon Capital Management, Inc. 5.84% 522,967 $103.6M
2 Reality Financial Planning Services, LLC 3.64% 19,028 $3.8M
3 Retireful, LLC 3.19% 11,433 $2.3M
4 David Kennon Inc 3.14% 44,173 $8.8M
5 Dougherty & Associates, LLC 2.60% 14,266 $2.8M
6 Allied Investment Advisors, LLC 2.55% 89,612 $17.8M
7 Ariston Services Group 2.15% $3.6M
8 Comprehensive Money Management Services LLC 2.10% 16,128 $3.2M
9 STAPP WEALTH MANAGEMENT, PLLC 1.98% 7,832 $1.6M
10 MRA Advisory Group 1.96% 24,312 $4.8M
11 FFG RETIREMENT ADVISORS LLC 1.87% 16,206 $3.2M
12 Calder Financial LLC 1.63% 8,228 $1.6M
13 Pinnacle Wealth Management Group, Inc. 1.61% 16,509 $3.3M
14 CREATIVE FINANCIAL DESIGNS INC /ADV 1.29% 106,745 $21.2M
15 Sulzberger Capital Advisors, Inc. 1.21% 5,993 $1.2M
16 Northwest Financial Advisors 1.19% 3,106 $615K
17 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1.15% 91,058 $18.0M
18 North Forty Two & Co. 1.09% 5,925 $1.2M
19 Goldstone Financial Group, LLC 1.04% 48,541 $9.6M
20 Bigelow Investment Advisors, LLC 0.93% 11,679 $2.3M
21 Piscataqua Savings Bank 0.84% 6,061 $1.2M
22 FLAGSTAR ADVISORS INC 0.81% 11,336 $2.2M
23 Apollon Financial, LLC 0.74% 27,078 $5.4M
24 WINEBRENNER CAPITAL MANAGEMENT LLC 0.66% 5,218 $1.0M
25 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.64% 12,937 $2.6M
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 WORLD FD (VPU)

What does the Smart Money Trend signal show for VPU?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VPU 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 VPU?

More buyers than sellers — 62% buying: Last quarter: 319 funds were net buyers (78 opened a brand new position + 241 added to an existing one). Only 194 were sellers (159 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VPU holders?

Strong quality — 39% AUM from major funds: 19 of 614 holders rank in the top 100 by AUM, accounting for 39% 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 VPU?

61% of holders stayed for 2+ years: 376 out of 614 hedge funds have held VPU 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.