Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD SCOTTSDALE FDS (VTHR)

219 + 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
↑ +24
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — VTHR

Based on 219 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
219 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+22% 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

102 buying70 selling
Last quarter: 102 funds bought or added vs 70 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 (+26 vs last Q)

new funds entering per quarter
Funds opening a new VTHR position: 23 → 23 → 15 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 24% new
120 out of 219 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.
📈

Growing discovery — still being found

29 → 23 → 23 → 15 → 41 new funds/Q
New funds entering each quarter: 23 → 23 → 15 → 41. A growing number of institutions are discovering VTHR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 16% 1-2yr ■ 30% new
Of 219 current holders: 118 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
19 of 219 holders rank in the top 100 by AUM, accounting for 31% 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: VTHR
2026 Q1 Stats Unlock in 16 days 219 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 219 195 12.31%
13F Shares 5M 4M 14.03%
Total Value $1.51B $1.30B 16.06%
New Positions 41 15 +26
Increased Positions 61 57 +4
Closed Positions 17 16 +1
Reduced Positions 53 62 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTHR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

219 + investors

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

Top 25 institutional holders of VTHR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TOMPKINS FINANCIAL CORP 6.86% 299,463 $86.1M
2 LINCOLN NATIONAL CORP 3.85% 462,641 $133.0M
3 DB Fitzpatrick & Co, Inc 3.57% 14,494 $4.2M
4 ADIRONDACK TRUST CO 3.15% 32,632 $9.4M
5 Corundum Trust Company, INC 1.24% 1,892 $544K
6 EVOLUTION WEALTH MANAGEMENT INC. 1.22% 5,802 $1.7M
7 FSA Investment Group, LLC 1.19% 10,311 $3.0M
8 Evensky & Katz LLC 0.67% 41,052 $12K
9 Silver Coast Investments LLC 0.60% 6,511 $1.9M
10 Jacksonville Wealth Management, LLC 0.57% 2,936 $844K
11 Tennessee Valley Asset Management Partners 0.49% 12,778 $3.7M
12 HOGE FINANCIAL SERVICES, LLC 0.48% 3,130 $900K
13 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.47% 2,505 $720K
14 Investment Advisory Group, LLC 0.47% 6,483 $1.9M
15 Wealth Care LLC 0.46% 1,815 $522K
16 Diversified Trust Co 0.43% 80,229 $23.1M
17 RED CEDAR INVESTMENT MANAGEMENT, LLC 0.43% 14,276 $4.1M
18 Embree Financial Group 0.33% 9,647 $2.8M
19 Coastline Trust Co 0.32% 11,192 $3.2M
20 Grove Street Fiduciary, LLC 0.25% 1,992 $573K
21 ORRSTOWN FINANCIAL SERVICES INC 0.25% 5,159 $1.5M
22 Verus Financial Partners, Inc. 0.22% 7,833 $2.4M
23 NBC SECURITIES, INC. 0.20% 9,435 $2.7M
24 Compass Financial Group, INC/SD 0.19% 4,665 $1.3M
25 1900 WEALTH MANAGEMENT LLC 0.18% 9,510 $2.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 59% buying: Last quarter: 102 funds bought or added vs 70 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 — 31% AUM from major funds: 19 of 219 holders rank in the top 100 by AUM, accounting for 31% 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?

55% of holders stayed for 2+ years: 120 out of 219 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.