Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VTV)

2K + 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
↑ +173
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — VTV

Based on 2404 hedge funds · latest filing: 2025 Q4 · 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
2,404 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 — +12% more funds vs a year ago

fund count last 6Q
+259 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

1369 buying828 selling
Last quarter: 1,369 funds were net buyers (296 opened a brand new position + 1073 added to an existing one). Only 828 were sellers (705 trimmed + 123 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+127 vs last Q)

new funds entering per quarter
Funds opening a new VTV position: 148 → 151 → 169 → 296. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
1,575 out of 2,404 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

248 → 148 → 151 → 169 → 296 new funds/Q
New funds entering each quarter: 148 → 151 → 169 → 296. 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.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 2,414 current holders: 1,524 (63%) 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.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
29 of 2404 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: 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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

111 top-rated funds 193 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
7.7
/ 10
conviction
Hedge Fund Positioning: VTV
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2414 2240 7.77%
13F Shares 588M 547M 7.44%
Total Value $119.09B $101.69B 17.11%
New Positions 298 169 +129
Increased Positions 1081 993 +88
Closed Positions 123 128 -5
Reduced Positions 717 754 -37
Total Calls 5 6 -16.67%
Total Puts 6 6 -
PUT/CALL Ratio 1.2 1.0 Neutral

Statistics: VTV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of VTV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dougherty Wealth Advisers LLC 25.28% 203,132 $39.9M
2 Thrive Wealth Management, LLC 25.20% 861,724 $169.1M
3 Arbor Wealth Advisors LLC 23.30% 169,322 $33.2M
4 Balentine LLC 22.49% 2,846,109 $558.4M
5 Retirement Investment Advisors, Inc. 21.15% 1,375,849 $262.8M
6 Antonelli Financial Advisors, LLC 19.64% 144,864 $28.4M
7 Bishop & Co Investment Management, LLC 18.89% 280,613 $55.1M
8 TL Private Wealth 18.15% 228,514 $46.0M
9 OLIO Financial Planning 17.93% 329,930 $64.7M
10 Trust Co of Tennessee 17.32% 473,952 $93.0M
11 Rochester Wealth Strategies, LLC 17.28% 145,258 $28.5M
12 Cornerstone Management, Inc. 16.19% 517,970 $101.6M
13 Hiley Hunt Wealth Management 15.41% 178,130 $34.9M
14 Nabity-Jensen Investment Management Inc 15.06% 110,704 $21.7M
15 Thayer Financial, L.L.C. 14.43% 72,064 $14.1M
16 Everhart Financial Group, Inc. 14.25% 852,879 $167.3M
17 Focused Wealth Management, Inc 14.18% 696,791 $136.7M
18 BLUELINE ADVISORS LLC 14.05% 92,339 $18.1M
19 Hartmann Taylor Wealth Management, LLC 13.82% 106,505 $20.9M
20 Waldron Private Wealth LLC 13.70% 1,791,053 $351.4M
21 Bell Bank 13.52% 1,625,697 $319.0M
22 Prosperity Advisers, LLC 13.44% 82,448 $16.2M
23 Grey Fox Wealth Advisors, LLC 13.31% 351,488 $69.0M
24 PRESILIUM PRIVATE WEALTH, LLC 13.25% 382,983 $75.1M
25 Compass Planning Associates Inc 13.18% 105,077 $20.6M
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?

More buyers than sellers — 62% buying: Last quarter: 1,369 funds were net buyers (296 opened a brand new position + 1073 added to an existing one). Only 828 were sellers (705 trimmed + 123 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTV holders?

Elite ownership — 51% AUM from top-100 funds: 29 of 2404 holders are among the 100 largest funds by AUM, controlling 51% 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?

66% of holders stayed for 2+ years: 1,575 out of 2,404 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.

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.