Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Scottsdale Fds (VTWG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — VTWG

Based on 201 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VTWG 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
201 hedge funds hold VTWG 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 — +28% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+28% 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 — 58% buying

99 buying71 selling
Last quarter: 99 funds bought or added vs 71 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.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 16 → 31 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 21% medium ■ 26% new
105 out of 201 hedge funds have held VTWG 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

13 → 18 → 16 → 31 → 32 new funds/Q
New funds entering each quarter: 18 → 16 → 31 → 32. 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 — 56% of holders stayed 2+ years

■ 56% veterans ■ 15% 1-2yr ■ 29% new
Of 201 current holders: 112 (56%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
22 of 201 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VTWG

In 2026 Q1, 99 hedge funds were net buyers of VTWG (32 opened a new position, 67 added to an existing one), while 71 reduced or exited (53 trimmed, 18 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in VTWG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 201.

Hedge Fund Ownership: VTWG

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

Market Analysis: VTWG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTWG

-- --

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

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

Signal Freshness measures how much VTWG 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 · 81d ago
VTWG
nan%
SPY
+15.1%

VTWG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
VTWG
nan%
SPY
+1.3%

Since the filing became public, VTWG outperformed SPY by nan% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: VTWG
201 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 201 187 7.49%
13F Shares 3M 3M 9.82%
Total Value $637M $605M 5.33%
New Positions 32 31 +1
Increased Positions 67 54 +13
Closed Positions 18 10 +8
Reduced Positions 53 57 -4
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: VTWG

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Financial Highlights

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Institutional Holders (2026 Q1)

201 + investors

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

QUARTER:
Top 25 VTWG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brandywine Asset Management, Inc. 3.43% 18,550 $4.3M
2 Systelligence, LLC 3.30% 74,008 $17.0M
3 TFC Financial Management, Inc. 2.32% 82,375 $18.9M
4 Nvest Financial, LLC 2.12% 24,847 $5.7M
5 WestHill Financial Advisors, Inc. 1.83% 41,701 $9.6M
6 Quest Investment Management LLC 1.79% 66,964 $15.3M
7 IVC Wealth Advisors LLC 1.65% 16,594 $3.8M
8 LJI Wealth Management, LLC 1.23% 33,733 $7.7M
9 Vermillion Wealth Management, Inc. 1.14% 12,732 $2.9M
10 Centric Wealth Management 0.90% 17,153 $4.5M
11 Riversedge Advisors, LLC 0.82% 22,236 $5.1M
12 Institute for Wealth Management, LLC. 0.82% 33,642 $7.7M
13 NYL Investors LLC 0.82% 9,482 $2.2M
14 Keystone Global Partners, LLC 0.80% 7,910 $1.8M
15 Elm3 Financial Group, LLC 0.63% 3,238 $742K
16 Virtue Capital Management, LLC 0.58% 17,359 $3.8M
17 Sound Income Strategies, LLC 0.52% 46,580 $10.7M
18 Allegheny Financial Group 0.52% 16,806 $3.8M
19 Grey Fox Wealth Advisors, LLC 0.49% 11,116 $2.5M
20 Michels Family Financial, LLC 0.46% 2,759 $632K
21 Kelsey Financial, LLC 0.45% 2,224 $509K
22 American Financial & Tax Strategies Inc 0.39% 3,484 $798K
23 Fifth Third Securities, INC. 0.37% 25,014 $5.7M
24 Valued Retirements, Inc. 0.31% 1,375 $315K
25 Cornerstone Financial Management LLC 0.30% 1,447 $331K
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 (VTWG)

What does the Smart Money Trend signal show for VTWG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VTWG 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 VTWG?

Slight buying edge — 58% buying: Last quarter: 99 funds bought or added vs 71 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 VTWG holders?

Strong quality — 34% AUM from major funds: 22 of 201 holders rank in the top 100 by AUM, accounting for 34% 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 VTWG?

52% of holders stayed for 2+ years: 105 out of 201 hedge funds have held VTWG 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 Scottsdale Fds (VTWG) following the 2026 Q1 hedge fund 13F filings?

As of today, VTWG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VTWG has gained nan% vs +15.1% 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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