Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Mun Bd Fds (VTEL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
79%

Smart Money Signals — VTEL

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added VTEL 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
29 hedge funds hold VTEL right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 79% buying

23 buying6 selling
Last quarter: 23 funds were net buyers (15 opened a brand new position + 8 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new VTEL position: 10 → 8 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 97% entered in last year

0% conviction (2yr+) 3% medium 97% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +49%, value +24%

Value
+23%
Shares
+48%
Last quarter: funds added +49% more shares while total portfolio value only changed +24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 8 → 15 new funds/Q
New funds entering each quarter: 10 → 8 → 15. A growing number of institutions are discovering VTEL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 29 current holders: 29 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
5 of 29 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — VTEL

In 2026 Q1, 23 hedge funds were net buyers of VTEL (15 opened a new position, 8 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in VTEL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: VTEL

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

Market Analysis: VTEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTEL

-- --

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

Is It Too Late to Buy Vanguard Mun Bd Fds (VTEL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VTEL 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 · 80d ago
VTEL
nan%
SPY
+13.9%

VTEL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
VTEL
nan%
SPY
+0.2%

Since the filing became public, VTEL outperformed SPY by nan% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: VTEL
29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 16 81.25%
13F Shares 703K 473K 48.58%
Total Value $61M $49M 23.81%
New Positions 15 8 +7
Increased Positions 8 5 +3
Closed Positions 2 3 -1
Reduced Positions 4 0 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTEL

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Financial Highlights

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Institutional Holders (2026 Q1)

29 + investors

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

QUARTER:
Top 25 VTEL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stone Loft Wealth Management LLC 0.62% 8,424 $864K
2 Mma Asset Management LLC 0.43% 11,965 $1.2M
3 Sage Investment Counsel LLC 0.34% 3,000 $308K
4 ABLE Financial Group, LLC 0.22% 10,969 $1.1M
5 Ashton Thomas Private Wealth, LLC 0.07% 29,051 $3.0M
6 Gateway Wealth Partners, LLC 0.03% 6,626 $679K
7 HighTower Advisors, LLC 0.02% 218,946 $22.4M
8 Burk Holdings LLC 0.02% 490 $50K
9 Sowell Financial Services LLC 0.02% 4,700 $482K
10 Colonial Trust Co / SC 0.02% 1,161 $119K
11 Hirtle & Co., LLC 0.01% 4,203 $431K
12 Essex Financial Services, Inc. 0.01% 2,500 $256K
13 Savvy Advisors, Inc. 0.01% 4,843 $496K
14 Harbour Investments, INC. 0.00% 2,011 $206K
15 Raymond James Financial Inc 0.00% 58,732 $6.0M
16 Osaic Holdings, INC. 0.00% 9,827 $1.0M
17 Mml Investors Services, LLC 0.00% 4,076 $418K
18 Bank of America Corp /de/ 0.00% 120,771 $12.4M
19 Advisory Services Network, LLC 0.00% 650 $67K
20 Hrt Financial LP 0.00% 3,135 $321K
21 Truist Financial Corp 0.00% 4,800 $492K
22 Jane Street Group, LLC 0.00% 46,309 $4.7M
23 Farther Finance Advisors, LLC 0.00% 508 $52K
24 Commonwealth Equity Services, LLC 0.00% 2,136 $219K
25 Citadel Advisors LLC 0.00% 12,676 $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 Mun Bd Fds (VTEL)

What does the Smart Money Trend signal show for VTEL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VTEL 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 VTEL?

More buyers than sellers — 79% buying: Last quarter: 23 funds were net buyers (15 opened a brand new position + 8 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTEL holders?

Strong quality — 34% AUM from major funds: 5 of 29 holders rank in the top 100 by AUM, accounting for 34% 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 VTEL?

Mostly new holders — 97% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Vanguard Mun Bd Fds (VTEL) following the 2026 Q1 hedge fund 13F filings?

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