Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VSGX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — VSGX

Based on 436 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added VSGX 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
436 hedge funds hold VSGX 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.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

220 buying157 selling
Last quarter: 220 funds bought or added vs 157 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 (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 49 → 47 → 58 → 40. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
245 out of 436 hedge funds have held VSGX 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 — ~40 new funds/quarter

29 → 49 → 47 → 58 → 40 new funds/Q
New funds entering each quarter: 49 → 47 → 58 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 16% 1-2yr ■ 25% new
Of 436 current holders: 258 (59%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
23 of 436 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — VSGX

In 2026 Q1, 220 hedge funds were net buyers of VSGX (40 opened a new position, 180 added to an existing one), while 157 reduced or exited (126 trimmed, 31 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in VSGX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 436.

Hedge Fund Ownership: VSGX

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

Market Analysis: VSGX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VSGX

-- --

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

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

Signal Freshness measures how much VSGX 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
VSGX
+15.2%
SPY
+15.9%

VSGX outperformed SPY by -0.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
VSGX
+5.1%
SPY
+2.0%

Since the filing became public, VSGX outperformed SPY by +3.1% .

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 11 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: VSGX
433 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 433 427 1.41%
13F Shares 19M 23M -18.03%
Total Value $1.29B $1.61B -20.1%
New Positions 39 58 -19
Increased Positions 179 160 +19
Closed Positions 33 22 +11
Reduced Positions 126 128 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VSGX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

433 + investors

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

QUARTER:
Top 25 VSGX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harpswell Capital Advisors, LLC 30.62% 573,300 $41.1M
2 Prime Buchholz LLC 10.79% 287,848 $20.6M
3 Sellwood Investment Partners LLC 7.74% 274,015 $19.7M
4 Joel Adams & Associates, Inc. 7.60% 142,619 $10.2M
5 LifeGuide Financial Advisors, LLC 4.49% 195,758 $14.0M
6 New Covenant Trust Company, N.A. 4.45% 69,465 $5.0M
7 Northstar Asset Management Inc 4.06% 184,289 $13.2M
8 Farrell Financial LLC 4.00% 93,324 $6.7M
9 Sanchez Levi Garrett 3.92% 87,132 $6.2M
10 Leo Wealth, LLC 3.61% 693,587 $49.8M
11 IMA Advisory Services, Inc. 3.36% 479,476 $34.4M
12 Orser Capital Management, LLC 2.86% 61,080 $4.4M
13 Stewardship Advisors, LLC 2.54% 154,047 $11.0M
14 Balanced Rock Investment Advisors LLC 2.28% 45,332 $3.3M
15 Westfuller Advisors, LLC 2.00% 64,458 $4.6M
16 Bluestem Financial Advisors, LLC 1.63% 58,666 $4.2M
17 LFA - Lugano Financial Advisors SA 1.61% 44,263 $3.2M
18 DeDora Capital, Inc. 1.11% 62,833 $4.5M
19 Bear Mountain Capital, Inc. 1.01% 42,826 $3.4M
20 Mallini Complete Financial Planning LLC 0.88% 15,406 $1.1M
21 Charter Oak Capital Management, LLC 0.87% 157,138 $11.3M
22 Angeles Investment Advisors, LLC 0.83% 172,608 $12.4M
23 Human Investing LLC 0.83% 79,375 $5.7M
24 Ramiah Investment Group 0.83% 11,500 $825K
25 Amara Financial, LLC. 0.83% 16,768 $1.2M
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 (VSGX)

What does the Smart Money Trend signal show for VSGX?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added VSGX 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 VSGX?

Slight buying edge — 58% buying: Last quarter: 220 funds bought or added vs 157 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 VSGX holders?

Strong quality — 30% AUM from major funds: 23 of 436 holders rank in the top 100 by AUM, accounting for 30% 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 VSGX?

56% of holders stayed for 2+ years: 245 out of 436 hedge funds have held VSGX 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 (VSGX) following the 2026 Q1 hedge fund 13F filings?

As of today, VSGX has moved +5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), VSGX has gained +15.2% 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.

Full history →