Vanguard Index Fds (VTI) Hedge Fund Ownership (Q2 2026)

Vanguard Index Fds (VTI)

4K + Investors. Track Smart Money conviction in VTI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VTI

Based on 3692 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added VTI 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

3,692 hedge funds hold VTI 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 — +17% more funds vs a year ago

fund count last 6Q

+534 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

1883 buying1463 selling

Last quarter: 1,883 funds bought or added vs 1,463 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 (+41 vs last Q)

new funds entering per quarter

Funds opening a new VTI position: 197 → 438 → 231 → 272. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new

2,384 out of 3,692 hedge funds have held VTI 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 (+7% value, -28% shares)

Value

+6%

-27%

Last quarter: total value of institutional VTI holdings rose +7% even though funds reduced share count by 28%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📊

Peak discovery — momentum slowing

232 → 197 → 438 → 231 → 272 new funds/Q

New funds entering each quarter: 197 → 438 → 231 → 272. VTI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new

Entry-cohort mix of 3,715 holders: 2,437 (66%) are 2+ year veterans, 530 entered 1–2 years ago, and 748 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

42 of 3687 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	3650	3556	2.64%
13F Shares	476M	660M	-27.83%
Total Value	$156.06B	$146.54B	6.5%
New Positions	256	231	+25
Increased Positions	1593	1585	+8
Closed Positions	157	178	-21
Reduced Positions	1312	1256	+56
Total Calls	13	8	62.5%
Total Puts	14	11	27.27%
PUT/CALL Ratio	1.08	1.38	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

3650

3556

2.64%

13F Shares

476M

660M

-27.83%

Total Value

$156.06B

$146.54B

6.5%

New Positions

256

231

+25

Increased Positions

1593

1585

Closed Positions

157

178

-21

Reduced Positions

1312

1256

+56

Total Calls

62.5%

Total Puts

27.27%

PUT/CALL Ratio

1.08

1.38

Neutral

Institutional Holders (2026 Q2)

4K + investors

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

QUARTER:

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

Top 25 VTI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cabot-Wellington, LLC	75.21%	771,402	$285.4M
2	Rainwater Charitable Foundation	73.75%	598,094	$221.3M
3	AEGON USA Investment Management, LLC	72.82%	274,915	$101.7M
4	Independent Order of Foresters	62.64%	173,815	$64.3M
5	Narodna banka Slovenska	59.26%	5,605,604	$2.07B
6	Shade Tree Advisors LLC	54.36%	252,227	$93.3M
7	Briaud Financial Planning Inc	54.14%	556,358	$205.9M
8	Beacon Wealthcare LLC	53.31%	449,575	$166.4M
9	Rakuten Investment Management, Inc.	52.68%	49,708,819	$18.25B
10	Avalon Advisory Group	52.66%	385,356	$142.6M
11	Stuart Investment Advisors, INC.	51.46%	345,764	$127.9M
12	Gibson Capital, LLC	51.27%	844,461	$312.5M
13	Capitol Family Office, Inc.	51.15%	130,889	$48.4M
14	Briggs Wealth Management, Inc	46.36%	137,237	$50.8M
15	Lhm, INC.	42.84%	339,336	$125.6M
16	Obsido Oy	41.69%	210,709	$78.0M
17	GP Brinson Investments LLC	41.67%	275,843	$102.1M
18	Sunesis Advisors, LLC	40.27%	263,225	$97.4M
19	Stash Investments, LLC	39.82%	333,819	$123.5M
20	GuidedMoney, LLC	39.14%	228,524	$84.6M
21	Vista Capital Partners, INC.	36.89%	1,140,030	$421.9M
22	Wealthcare Capital Management LLC	36.40%	1,036,575	$383.6M
23	Prospera Capital Management, LLC	36.27%	311,472	$116.0M
24	Boston Standard Wealth Management, LLC	35.86%	667,332	$247.2M
25	Magnolia Wealth Management, LLC	35.11%	181,284	$67.1M

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 Index Fds (VTI)

What does the Smart Money Trend signal show for VTI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VTI 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 VTI?

Slight buying edge — 56% buying: Last quarter: 1,883 funds bought or added vs 1,463 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 VTI holders?

Strong quality — 23% AUM from major funds: 42 of 3687 holders rank in the top 100 by AUM, accounting for 23% 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 VTI?

65% of holders stayed for 2+ years: 2,384 out of 3,692 hedge funds have held VTI 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.

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Vanguard Index Fds (VTI)

Smart Money Signals — VTI

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+41 vs last Q)

65% of holders stayed for 2+ years

Price up while funds trimmed (+7% value, -28% shares)

Peak discovery — momentum slowing

Veteran-anchored — 66% veterans vs 20% newcomers

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — VTI

What Fund Managers Are Saying About VTI

Hedge Fund Ownership: VTI

Market Analysis: VTI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VTI

Hedge Fund Positioning: VTI

Statistics: VTI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Stocks with similar institutional ownership

Frequently Asked Questions — Vanguard Index Fds (VTI)

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