Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Index Fds (VUG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +170
Streak
1Q ▲
Buyers last Q
94%

Smart Money Signals — VUG

Based on 2890 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VUG 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
2,890 hedge funds hold VUG 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 — +18% more funds vs a year ago

fund count last 6Q
+438 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 94% buying

2829 buying171 selling
Last quarter: 2,829 funds were net buyers (300 opened a brand new position + 2529 added to an existing one). Only 171 were sellers (41 trimmed + 130 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+130 vs last Q)

new funds entering per quarter
Funds opening a new VUG position: 226 → 344 → 170 → 300. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
1,797 out of 2,890 hedge funds have held VUG 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.
💎

Buying through price weakness — shares +483%, value +23%

Value
+23%
Shares
+482%
Last quarter: funds added +483% more shares while total portfolio value only changed +23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

197 → 226 → 344 → 170 → 300 new funds/Q
New funds entering each quarter: 226 → 344 → 170 → 300. VUG 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 — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Entry-cohort mix of 2,902 holders: 1,837 (63%) are 2+ year veterans, 440 entered 1–2 years ago, and 625 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
46 of 2888 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in VUG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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.

Institutional Sentiment Summary — VUG

In 2026 Q2, 2829 hedge funds were net buyers of VUG (300 opened a new position, 2529 added to an existing one), while 171 reduced or exited (41 trimmed, 130 sold completely) — a 94% buyer ratio, indicating clear institutional accumulation. 57% of total institutional value in VUG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +170 funds (more new holders than closures). Total institutional holders: 2890.

Hedge Fund Ownership: VUG

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

Market Analysis: VUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VUG

-- --

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

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

Signal Freshness measures how much VUG has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 78d ago
VUG
+1.1%
SPY
+5.2%

VUG outperformed SPY by -4.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
VUG
-2.6%
SPY
-2.3%

Since the filing became public, VUG outperformed SPY by -0.3% .

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.

59 top-rated funds 237 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
6.3
/ 10
conviction
Hedge Fund Positioning: VUG
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2871 2720 5.55%
13F Shares 1.66B 285M 482.31%
Total Value $141.81B $115.56B 22.71%
New Positions 290 170 +120
Increased Positions 2522 1157 +1365
Closed Positions 137 219 -82
Reduced Positions 35 954 -919
Total Calls 4 4 -
Total Puts 9 6 50.0%
PUT/CALL Ratio 2.25 1.5 Bearish

Statistics: VUG

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Financial Highlights

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Institutional Holders (2026 Q2)

3K + investors

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

QUARTER:
Top 25 VUG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rezny Wealth Management, Inc. 29.68% 1,993,744 $171.7M
2 Golden Road Advisors LLC 29.28% 700,912 $60.4M
3 Fee-Only Financial Planning, L.C. 29.06% 629,499 $54.2M
4 Carter Financial, LLC 24.92% 385,809 $33.2M
5 Cornerstone Management, Inc. 24.71% 1,994,250 $171.8M
6 Quantum Financial Planning Services, Inc. 22.06% 825,945 $71.1M
7 Legacies Wealth LLC 21.61% 457,940 $39.4M
8 Retirement Investment Advisors, Inc. 20.44% 3,327,139 $286.6M
9 Ni Acquisitions Company, LLC 20.29% 551,896 $47.5M
10 Wealth Analytics Partners, LLC 19.87% 630,086 $54.8M
11 Mainsail Asset Management, LLC 19.79% 592,078 $50.5M
12 Martel Wealth Advisors LLC 19.68% 1,452,410 $125.1M
13 Wealth Management Strategies, Inc. 19.58% 581,578 $50.1M
14 TL Private Wealth 19.54% 620,337 $53.3M
15 Integrated Wealthcare, LLC 19.17% 297,818 $25.7M
16 Stephen J. Garry & Associates, LLC 18.80% 299,155 $25.8M
17 Trust Co of Tennessee 17.98% 1,194,201 $102.9M
18 Mountain Capital Investment Advisors Inc. 17.84% 1,454,679 $125.3M
19 United Financial Planning Group LLC 16.87% 385,232 $33.2M
20 White Lighthouse Investment Management Inc. 16.58% 1,544,459 $133.0M
21 Clayton Financial Group LLC 16.55% 347,445 $29.9M
22 Performance Wealth Partners, LLC 16.30% 7,621,304 $656.5M
23 Dominguez Wealth Management Solutions, Inc. 16.25% 342,303 $29.5M
24 Thayer Financial, L.L.C. 16.01% 204,557 $17.6M
25 Chaney Capital Management, Inc. 15.90% 587,146 $50.6M
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 (VUG)

What does the Smart Money Trend signal show for VUG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VUG 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 VUG?

More buyers than sellers — 94% buying: Last quarter: 2,829 funds were net buyers (300 opened a brand new position + 2529 added to an existing one). Only 171 were sellers (41 trimmed + 130 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VUG holders?

Elite ownership — 57% AUM from top-100 funds: 46 of 2888 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in VUG. 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 VUG?

62% of holders stayed for 2+ years: 1,797 out of 2,890 hedge funds have held VUG 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 (VUG) following the 2026 Q2 hedge fund 13F filings?

As of today, VUG has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), VUG has gained +1.1% vs +5.2% 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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