Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Index Fds (VTV)

3K + Investors. Track Smart Money conviction in VTV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +75
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — VTV

Based on 2688 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VTV 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
2,688 hedge funds hold VTV 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
+381 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 — 57% buying

1395 buying1041 selling
Last quarter: 1,395 funds bought or added vs 1,041 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.
⚠️

Fewer new buyers each quarter (-120 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 172 → 189 → 340 → 220. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 18% new
1,686 out of 2,688 hedge funds have held VTV 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.
🚀

Acceleration phase — new buyers rushing in

174 → 172 → 189 → 340 → 220 new funds/Q
New funds entering each quarter: 172 → 189 → 340 → 220. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 2,697 holders: 1,712 (63%) are 2+ year veterans, 409 entered 1–2 years ago, and 576 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
42 of 2686 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in VTV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — VTV

In 2026 Q1, 1395 hedge funds were net buyers of VTV (220 opened a new position, 1175 added to an existing one), while 1041 reduced or exited (896 trimmed, 145 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in VTV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +75 funds (more new holders than closures). Total institutional holders: 2688.

Hedge Fund Ownership: VTV

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

Market Analysis: VTV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTV

-- --

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

Is It Too Late to Buy Vanguard Index Fds (VTV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VTV 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 · 76d ago
VTV
+10.6%
SPY
+14.1%

VTV outperformed SPY by -3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
VTV
+5.0%
SPY
+0.3%

Since the filing became public, VTV outperformed SPY by +4.7% .

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 ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

74 top-rated funds 226 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
7.6
/ 10
conviction
Hedge Fund Positioning: VTV
3K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2661 2613 1.84%
13F Shares 579M 596M -2.84%
Total Value $111.10B $120.74B -7.98%
New Positions 209 340 -131
Increased Positions 1167 1152 +15
Closed Positions 161 131 +30
Reduced Positions 885 753 +132
Total Calls 6 5 20.0%
Total Puts 4 6 -33.33%
PUT/CALL Ratio 0.67 1.2 Bullish

Statistics: VTV

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Short % of Float --

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Institutional Holders (2026 Q1)

3K + investors

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

QUARTER:
Top 25 VTV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Euclidean Capital LLC 26.01% 520,000 $102.0M
2 Dougherty Wealth Advisers LLC 25.28% 203,132 $39.9M
3 Thrive Wealth Management, LLC 25.20% 861,724 $169.1M
4 Golden Road Advisors LLC 24.70% 218,561 $42.9M
5 Arbor Wealth Advisors LLC 23.30% 169,322 $33.2M
6 E&R Wealth Management, LLC 23.12% 118,309 $23.2M
7 Balentine LLC 22.49% 2,846,109 $558.4M
8 Brickley Wealth Management 21.67% 644,008 $126.4M
9 Retirement Investment Advisors, Inc. 21.15% 1,375,849 $262.8M
10 Mill Creek Capital Advisors, LLC 21.11% 5,237,874 $1.03B
11 Antonelli Financial Advisors, LLC 19.64% 144,864 $28.4M
12 Fee-Only Financial Planning, L.C. 19.47% 164,391 $32.3M
13 CBIZ Investment Advisory Services, LLC 19.38% 2,701,704 $530.1M
14 RMG Wealth Management LLC 19.22% 799,707 $166.5M
15 Mainsail Asset Management, LLC 18.99% 215,626 $42.3M
16 Wealth Analytics Partners, LLC 18.90% 236,918 $46.5M
17 Bishop & Co Investment Management, LLC 18.89% 280,613 $55.1M
18 Mountain Capital Investment Advisors Inc. 18.83% 623,769 $126.9M
19 TL Private Wealth 18.15% 228,514 $46.0M
20 Chaney Capital Management, Inc. 18.08% 261,330 $51.3M
21 United Financial Planning Group LLC 17.96% 154,900 $30.4M
22 OLIO Financial Planning 17.93% 329,930 $64.7M
23 Trust Co of Tennessee 17.32% 473,952 $93.0M
24 Rochester Wealth Strategies, LLC 17.28% 145,258 $28.5M
25 Campbell Deegan Wealth Management, LLC 17.11% 108,959 $21.4M
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 (VTV)

What does the Smart Money Trend signal show for VTV?

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

Slight buying edge — 57% buying: Last quarter: 1,395 funds bought or added vs 1,041 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 VTV holders?

Elite ownership — 55% AUM from top-100 funds: 42 of 2686 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in VTV. 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 VTV?

63% of holders stayed for 2+ years: 1,686 out of 2,688 hedge funds have held VTV 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.

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

As of today, VTV has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), VTV has gained +10.6% vs +14.1% 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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