Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VTC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — VTC

Based on 139 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VTC 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
139 hedge funds hold VTC 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
+29 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 — 59% buying

78 buying55 selling
Last quarter: 78 funds bought or added vs 55 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 — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 18 → 26 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 27% new
68 out of 139 hedge funds have held VTC 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.
💰

Price up while funds trimmed (+4% value, -16% shares)

Value
+3%
Shares
-16%
Last quarter: total value of institutional VTC holdings rose +4% even though funds reduced share count by 16%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

12 → 12 → 18 → 26 → 21 new funds/Q
New funds entering each quarter: 12 → 18 → 26 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 50% veterans vs 29% newcomers

■ 50% veterans ■ 21% 1-2yr ■ 29% new
Entry-cohort mix of 139 holders: 69 (50%) are 2+ year veterans, 29 entered 1–2 years ago, and 41 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
17 of 139 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VTC

In 2026 Q1, 78 hedge funds were net buyers of VTC (21 opened a new position, 57 added to an existing one), while 55 reduced or exited (37 trimmed, 18 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 139.

Hedge Fund Ownership: VTC

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

Market Analysis: VTC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTC

-- --

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

Is It Too Late to Buy Vanguard Scottsdale Fds (VTC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VTC 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 · 82d ago
VTC
+-0.0%
SPY
+15.1%

VTC outperformed SPY by -15.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
VTC
+1.3%
SPY
+1.3%

Since the filing became public, VTC outperformed SPY by +0.0% .

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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: VTC
139 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 139 136 2.21%
13F Shares 12M 14M -16.48%
Total Value $895M $863M 3.65%
New Positions 21 26 -5
Increased Positions 57 57 -
Closed Positions 18 10 +8
Reduced Positions 37 31 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

139 + investors

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

QUARTER:
Top 25 VTC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Raine Group LLC 28.49% 39,046 $3.0M
2 Nepc LLC 7.16% 4,682,853 $359.8M
3 Warwick Investment Management, Inc. 3.83% 343,930 $26.4M
4 Wedmont Private Capital 3.37% 1,356,285 $104.5M
5 Capital Asset Advisory Services LLC 2.13% 716,102 $55.4M
6 Valpey Financial Services, LLC 1.89% 37,765 $2.9M
7 Mill Creek Capital Advisors, LLC 1.48% 937,634 $72.0M
8 North Dakota State Investment Board 1.21% 362,872 $27.9M
9 Transmarket Holdings LP 1.09% 19,199 $1.5M
10 Drucker Wealth 3.0, LLC 1.05% 78,110 $6.0M
11 Kelsey Financial, LLC 0.62% 9,287 $714K
12 Marble Wealth, LLC 0.60% 44,807 $3.4M
13 Titleist Asset Management, LLC 0.43% 73,281 $5.6M
14 Rare Wolf Capital LLC 0.42% 8,348 $641K
15 Nicholas Wealth, LLC. 0.41% 7,709 $592K
16 CoreCap Advisors, LLC 0.41% 155,129 $11.9M
17 Bfsg, LLC 0.37% 50,943 $3.9M
18 Breakwater Investment Management 0.36% 12,544 $964K
19 Note Advisors, LLC 0.36% 9,310 $715K
20 Axis Wealth Partners, LLC 0.35% 8,636 $664K
21 Oregon Pacific Wealth Management, LLC 0.24% 2,996 $230K
22 DiPaolo Financial Group, Inc. 0.22% 3,997 $307K
23 Fort Point Capital Partners LLC 0.20% 21,039 $1.6M
24 Pinnacle Bancorp, Inc. 0.17% 7,650 $588K
25 Topsail Wealth Management, LLC 0.17% 14,687 $1.1M
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 Scottsdale Fds (VTC)

What does the Smart Money Trend signal show for VTC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VTC 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 VTC?

Slight buying edge — 59% buying: Last quarter: 78 funds bought or added vs 55 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 VTC holders?

Smaller funds dominant — 12% AUM from top-100: 17 of 139 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VTC?

49% of holders stayed for 2+ years: 68 out of 139 hedge funds have held VTC 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 Scottsdale Fds (VTC) following the 2026 Q1 hedge fund 13F filings?

As of today, VTC has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), VTC has gained +-0.0% vs +15.1% 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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