Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VSGX)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — VSGX

Based on 477 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 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
477 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 — +29% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+29% 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.
🟢

More buyers than sellers — 61% buying

260 buying163 selling
Last quarter: 260 funds were net buyers (73 opened a brand new position + 187 added to an existing one). Only 163 were sellers (130 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new VSGX position: 47 → 58 → 41 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 23% medium 25% new
248 out of 477 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.
💰

Value +27% but shares only +7% — price-driven

Value
+26%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~73 new funds/quarter

50 → 47 → 58 → 41 → 73 new funds/Q
New funds entering each quarter: 47 → 58 → 41 → 73. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 31% newcomers

55% veterans 14% 1-2yr 31% new
Entry-cohort mix of 477 holders: 262 (55%) are 2+ year veterans, 67 entered 1–2 years ago, and 148 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
26 of 477 holders rank in the top 100 by AUM, accounting for 28% 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 Q2, 260 hedge funds were net buyers of VSGX (73 opened a new position, 187 added to an existing one), while 163 reduced or exited (130 trimmed, 33 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in VSGX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 477.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 12 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: VSGX
476 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 476 437 8.92%
13F Shares 20M 19M 7.27%
Total Value $1.63B $1.29B 26.55%
New Positions 72 41 +31
Increased Positions 187 180 +7
Closed Positions 33 32 +1
Reduced Positions 130 126 +4
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 Q2)

476 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harpswell Capital Advisors, LLC 30.20% 571,525 $47.1M
2 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 14.76% 927,845 $76.4M
3 Prime Buchholz LLC 9.45% 318,254 $26.2M
4 Joel Adams & Associates, Inc. 7.64% 144,564 $11.9M
5 Sellwood Investment Partners LLC 7.48% 257,549 $21.2M
6 Northstar Asset Management Inc 5.89% 244,109 $20.1M
7 LifeGuide Financial Advisors, LLC 4.71% 200,730 $16.5M
8 New Covenant Trust Company, N.A. 4.30% 69,287 $5.7M
9 Farrell Financial LLC 4.26% 95,680 $7.9M
10 Sanchez Levi Garrett 4.11% 91,904 $7.6M
11 LFA - Lugano Financial Advisors SA 2.60% 52,553 $4.3M
12 Orser Capital Management, LLC 2.53% 61,805 $5.1M
13 IMA Advisory Services, Inc. 2.49% 483,384 $39.8M
14 Westfuller Advisors, LLC 2.42% 80,589 $6.6M
15 Balanced Rock Investment Advisors LLC 2.25% 43,732 $3.6M
16 Stewardship Advisors, LLC 1.76% 103,016 $8.5M
17 Bluestem Financial Advisors, LLC 1.75% 60,742 $5.0M
18 Promethos Capital, LLC 1.71% 76,387 $6.3M
19 Channing Global Advisors, LLC 1.26% 29,645 $2.4M
20 DeDora Capital, Inc. 1.25% 69,688 $5.7M
21 Angeles Investment Advisors, LLC 1.16% 234,590 $19.3M
22 Colter Lewis Investment Partners LLC 1.07% 29,325 $2.4M
23 Bear Mountain Capital, Inc. 1.02% 43,553 $3.5M
24 Carr Financial Group Corp 0.95% 50,200 $4.1M
25 Mallini Complete Financial Planning LLC 0.90% 15,402 $1.3M
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 — 11 quarters in a row: For 11 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?

More buyers than sellers — 61% buying: Last quarter: 260 funds were net buyers (73 opened a brand new position + 187 added to an existing one). Only 163 were sellers (130 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VSGX holders?

Strong quality — 28% AUM from major funds: 26 of 477 holders rank in the top 100 by AUM, accounting for 28% 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?

52% of holders stayed for 2+ years: 248 out of 477 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.

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 →