Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VPU)

690 + 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
↑ +23
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — VPU

Based on 697 hedge funds · latest filing: 2026 Q2 · 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
697 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
+88 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

317 buying252 selling
Last quarter: 317 funds bought or added vs 252 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 — ~72 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 55 → 85 → 72 → 72. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
413 out of 697 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 — ~72 new funds/quarter

67 → 55 → 85 → 72 → 72 new funds/Q
New funds entering each quarter: 55 → 85 → 72 → 72. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 700 holders: 425 (61%) are 2+ year veterans, 113 entered 1–2 years ago, and 162 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
29 of 695 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.6
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 — VPU

In 2026 Q2, 317 hedge funds were net buyers of VPU (72 opened a new position, 245 added to an existing one), while 252 reduced or exited (203 trimmed, 49 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in VPU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 697.

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 Q2 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 June 30, 2026 · 86d ago
VPU
-12.2%
SPY
+3.1%

VPU outperformed SPY by -15.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 41d ago
VPU
-10.4%
SPY
-1.8%

Since the filing became public, VPU outperformed SPY by -8.6% .

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.

13 top-rated funds 5 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: VPU
690 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 690 674 2.37%
13F Shares 14M 13M 2.07%
Total Value $2.63B $2.62B 0.45%
New Positions 70 72 -2
Increased Positions 243 246 -3
Closed Positions 52 59 -7
Reduced Positions 203 194 +9
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: VPU

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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 Q2)

690 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Unconventional Investor, LLC 6.43% 79,370 $15.5M
2 SWAN Capital LLC 5.58% 83,344 $16.3M
3 Beacon Capital Management, Inc. 5.41% 457,116 $89.5M
4 Reality Financial Planning Services, LLC 3.30% 17,460 $3.4M
5 Timbuktu Capital Management, LLC 3.07% 10,445 $2.0M
6 Dougherty & Associates, LLC 2.33% 14,896 $2.9M
7 American Investment Services, Inc. 2.28% 55,147 $10.8M
8 Allied Investment Advisors, LLC 2.25% 91,546 $17.9M
9 Porter White Investment Advisors, Inc. 2.13% 28,323 $5.5M
10 Comprehensive Money Management Services LLC 2.04% 16,569 $3.2M
11 Tranquilli Financial Advisor LLC 2.01% 19,079 $3.7M
12 Ariston Services Group 1.96% 18,137 $3.5M
13 David Kennon Inc 1.79% 27,602 $5.4M
14 MRA Advisory Group 1.71% 24,168 $4.7M
15 Ffg Retirement Advisors LLC 1.71% 16,509 $3.2M
16 Richmond Brothers, Inc. 1.60% 15,748 $3.1M
17 Pinnacle Wealth Management Group, Inc. 1.52% 16,697 $3.3M
18 Sulzberger Capital Advisors, Inc. 1.52% 7,949 $1.6M
19 Calder Financial LLC 1.46% 7,899 $1.5M
20 Nelson Capital Management, LLC 1.31% 61,096 $12.0M
21 O'ROURKE & COMPANY, Inc 1.23% 18,041 $3.5M
22 Bard Associates Inc 1.18% 27,133 $5.3M
23 Hershey Financial Advisers, LLC 1.11% 7,895 $1.5M
24 Madden Advisory Services, Inc. 1.08% 15,379 $3.0M
25 Hamilton Wealth, LLC 1.07% 29,950 $5.9M
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: 317 funds bought or added vs 252 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 — 46% AUM from top-100 funds: 29 of 695 holders are among the 100 largest funds by AUM, controlling 46% 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: 413 out of 697 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 Q2 hedge fund 13F filings?

As of today, VPU has moved -10.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -8.6%. Since the quarter end (June 30, 2026), VPU has gained -12.2% vs +3.1% 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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