Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VPU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — VPU

Based on 673 hedge funds · latest filing: 2026 Q1 · 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
673 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
+84 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.
🟡

Slight buying edge — 56% buying

318 buying253 selling
Last quarter: 318 funds bought or added vs 253 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 66 → 55 → 85 → 71. 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+) ■ 23% medium ■ 18% new
395 out of 673 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.
📈

Growing discovery — still being found

64 → 66 → 55 → 85 → 71 new funds/Q
New funds entering each quarter: 66 → 55 → 85 → 71. A growing number of institutions are discovering VPU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

■ 61% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 675 holders: 412 (61%) are 2+ year veterans, 117 entered 1–2 years ago, and 146 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
21 of 669 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VPU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — VPU

In 2026 Q1, 318 hedge funds were net buyers of VPU (71 opened a new position, 247 added to an existing one), while 253 reduced or exited (195 trimmed, 58 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in VPU 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: 673.

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

-- --

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

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

Signal Freshness measures how much VPU 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 · 79d ago
VPU
-1.0%
SPY
+13.9%

VPU outperformed SPY by -14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VPU
+3.1%
SPY
+0.2%

Since the filing became public, VPU outperformed SPY by +2.9% .

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.

20 top-rated funds 7 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: VPU
665 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 665 660 0.76%
13F Shares 13M 13M 0.26%
Total Value $2.62B $2.44B 7.12%
New Positions 69 85 -16
Increased Positions 243 250 -7
Closed Positions 64 37 +27
Reduced Positions 191 169 +22
Total Calls 2 4 -50.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: VPU

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

665 + investors

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

QUARTER:
Top 25 VPU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Unconventional Investor, LLC 7.47% 79,437 $15.7M
2 Beacon Capital Management, Inc. 5.84% 522,967 $103.6M
3 SWAN Capital LLC 5.35% 73,440 $14.6M
4 Richmond Brothers, Inc. 4.74% 35,948 $7.1M
5 Reality Financial Planning Services, LLC 3.64% 19,028 $3.8M
6 Retireful, LLC 3.19% 11,433 $2.3M
7 David Kennon Inc 3.14% 44,173 $8.8M
8 Stonegate Management LLC 3.02% 24,049 $4.6M
9 Mittelman Wealth Management 2.89% 23,386 $4.6M
10 Dougherty & Associates, LLC 2.60% 14,266 $2.8M
11 Transce3nd, LLC 2.58% 1,468 $291K
12 Allied Investment Advisors, LLC 2.55% 89,612 $17.8M
13 American Investment Services, Inc. 2.35% 53,259 $10.6M
14 Tranquilli Financial Advisor LLC 2.29% 19,758 $3.9M
15 Porter White Investment Advisors, Inc. 2.27% 28,601 $5.7M
16 Ariston Services Group 2.15% — $3.6M
17 Comprehensive Money Management Services LLC 2.10% 16,128 $3.2M
18 Stapp Wealth Management, Pllc 1.98% 7,832 $1.6M
19 MRA Advisory Group 1.96% 24,312 $4.8M
20 Ffg Retirement Advisors LLC 1.87% 16,206 $3.2M
21 DMKC Advisory Services, LLC 1.64% 19,905 $3.9M
22 Calder Financial LLC 1.63% 8,228 $1.6M
23 Pinnacle Wealth Management Group, Inc. 1.61% 16,509 $3.3M
24 Hershey Financial Advisers, LLC 1.49% 8,706 $1.7M
25 Nelson Capital Management, LLC 1.49% 61,505 $12.2M
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?

Slight buying edge — 56% buying: Last quarter: 318 funds bought or added vs 253 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 VPU holders?

Elite ownership — 45% AUM from top-100 funds: 21 of 669 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VPU. 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 VPU?

59% of holders stayed for 2+ years: 395 out of 673 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.

Is it too late to buy Vanguard World Fd (VPU) following the 2026 Q1 hedge fund 13F filings?

As of today, VPU has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), VPU has gained -1.0% vs +13.9% 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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