Vanguard Malvern Fds (VTG) Hedge Fund Ownership (Q2 2026)

Vanguard Malvern Fds (VTG)

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

Smart Money Signals — VTG

Based on 13 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 VTG 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

13 hedge funds hold VTG 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 — 69% buying

9 buying4 selling

Last quarter: 9 funds were net buyers (5 opened a brand new position + 4 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.

➡️

Steady discovery — ~5 new funds/quarter

4 → 7 → 5 new funds/Q

New funds entering each quarter: 4 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 92% of holders entered in last year

■ 8% veterans ■ 0% 1-2yr ■ 92% new

Of 13 current holders: 12 (92%) entered in the past year, only 1 (8%) 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.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

4 of 13 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VTG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.5

out of 10

High Exit Risk

Exit risk score 7.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	19	13	46.15%
13F Shares	287K	167K	72.52%
Total Value	$22M	$13M	71.94%
New Positions	8	5	+3
Increased Positions	7	4	+3
Closed Positions	2	2	-
Reduced Positions	1	2	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

46.15%

13F Shares

287K

167K

72.52%

Total Value

$22M

$13M

71.94%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 18 VTG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Global Endowment Management, LP	1.02%	133,210	$10.0M
2	Guidance Capital, Inc	0.40%	24,940	$1.9M
3	Nicholas Wealth, LLC.	0.37%	8,896	$670K
4	Angeles Investment Advisors, LLC	0.21%	45,614	$3.4M
5	IFP Advisors, Inc	0.00%	2,809	$211K
6	Fiduciary Financial Advisors	0.00%	330	$25K
7	CVA Family Office, LLC	0.00%	328	$25K
8	Commonwealth Equity Services, LLC	0.00%	12,698	$956K
9	Sanctuary Advisors, LLC	0.00%	3,135	$236K
10	Logan Capital Management Inc	0.00%	176	$13K
11	Truist Financial Corp	0.00%	3,634	$274K
12	Harbour Investments, INC.	0.00%	317	$24K
13	Susquehanna International Group, LLP	0.00%	31,683	$2.4M
14	Envestnet Asset Management Inc	0.00%	7,724	$581K
15	LPL Financial LLC	0.00%	3,586	$270K
16	Jane Street Group, LLC	0.00%	7,263	$547K
17	Osaic Holdings, INC.	0.00%	125	$9K
18	Wells Fargo & Company/Mn	0.00%	1	—

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 Malvern Fds (VTG)

What does the Smart Money Trend signal show for VTG?

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

More buyers than sellers — 69% buying: Last quarter: 9 funds were net buyers (5 opened a brand new position + 4 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTG holders?

Elite ownership — 49% AUM from top-100 funds: 4 of 13 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in VTG. 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 VTG?

Mostly new holders — 100% 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.

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.

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Vanguard Malvern Fds (VTG)

Smart Money Signals — VTG

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 69% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 100% entered in last year

Steady discovery — ~5 new funds/quarter

Early stage — 92% of holders entered in last year

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — VTG

Hedge Fund Ownership: VTG

Market Analysis: VTG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VTG

Hedge Fund Positioning: VTG

Statistics: VTG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Malvern Fds (VTG)

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