Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VTHR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — VTHR

Based on 245 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VTHR 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
245 hedge funds hold VTHR 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

102 buying83 selling
Last quarter: 102 funds bought or added vs 83 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new VTHR position: 16 → 42 → 25 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 24% new
136 out of 245 hedge funds have held VTHR 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 +25% but shares only +8% — price-driven

Value
+25%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +8%. 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 — ~31 new funds/quarter

24 → 16 → 42 → 25 → 31 new funds/Q
New funds entering each quarter: 16 → 42 → 25 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 13% 1-2yr ■ 30% new
Entry-cohort mix of 245 holders: 140 (57%) are 2+ year veterans, 32 entered 1–2 years ago, and 73 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
22 of 245 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — VTHR

In 2026 Q2, 102 hedge funds were net buyers of VTHR (31 opened a new position, 71 added to an existing one), while 83 reduced or exited (65 trimmed, 18 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in VTHR 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: 245.

Hedge Fund Ownership: VTHR

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

Market Analysis: VTHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTHR

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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.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: VTHR
245 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 245 232 5.6%
13F Shares 6M 5M 8.25%
Total Value $1.83B $1.46B 25.32%
New Positions 31 25 +6
Increased Positions 71 76 -5
Closed Positions 18 22 -4
Reduced Positions 65 58 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTHR

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Institutional Holders (2026 Q2)

245 + investors

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

QUARTER:
Top 25 VTHR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cliffwater LLC 10.67% 129,315 $42.9M
2 Trustees of Dartmouth College 9.71% 98,053 $32.5M
3 Tompkins Financial Corp 6.91% 297,851 $98.7M
4 Pennington Partners & CO., LLC 6.77% 63,752 $21.1M
5 Sovereign Investment Advisors, LLC 4.21% 67,720 $22.4M
6 Lincoln National Corp 3.89% 458,185 $151.9M
7 Adirondack Trust Co 3.57% 36,106 $12.0M
8 DB Fitzpatrick & Co, Inc 3.45% 13,549 $4.5M
9 Corundum Trust Company, INC 1.67% 1,892 $627K
10 Callan Family Office, LLC 1.42% 219,190 $72.6M
11 Diversified Portfolios, Inc. 1.37% 57,120 $18.9M
12 Evolution Wealth Management INC. 1.13% 5,802 $1.9M
13 FSA Investment Group, LLC 1.08% 9,999 $3.3M
14 McCartney Wealth Management LLC 1.01% 4,033 $1.3M
15 Pitcairn Wealth Advisors LLC 0.86% 23,750 $7.9M
16 Pvg Asset Management Corp 0.70% 3,673 $1.2M
17 Tolleson Wealth Management, Inc. 0.68% 16,221 $4.7M
18 Fund Evaluation Group, LLC 0.68% 75,890 $25.2M
19 Silver Coast Investments LLC 0.66% 6,681 $2.2M
20 Greenspring Advisors, LLC 0.54% 29,339 $9.7M
21 Jacksonville Wealth Management, LLC 0.54% 2,860 $948K
22 Fairscale Capital, LLC 0.53% 2,676 $887K
23 Investment Advisory Group, LLC 0.51% 7,084 $2.3M
24 Silvia Mccoll Wealth Management, LLC 0.50% 2,505 $830K
25 Centennial Bank/AR/ 0.50% 4,661 $1.5M
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 (VTHR)

What does the Smart Money Trend signal show for VTHR?

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

Slight buying edge — 55% buying: Last quarter: 102 funds bought or added vs 83 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 VTHR holders?

Strong quality — 39% AUM from major funds: 22 of 245 holders rank in the top 100 by AUM, accounting for 39% 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 VTHR?

56% of holders stayed for 2+ years: 136 out of 245 hedge funds have held VTHR 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.

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