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
↑ +178
Streak
1Q ▲
Buyers last Q
95%

Smart Money Signals — VUG

Based on 2898 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
2,898 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
+446 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 — 95% buying

2837 buying165 selling
Last quarter: 2,837 funds were net buyers (302 opened a brand new position + 2535 added to an existing one). Only 165 were sellers (41 trimmed + 124 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+132 vs last Q)

new funds entering per quarter
Funds opening a new VUG position: 227 → 344 → 170 → 302. 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
1,803 out of 2,898 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
+483%
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 → 227 → 344 → 170 → 302 new funds/Q
New funds entering each quarter: 227 → 344 → 170 → 302. 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 2,910 holders: 1,843 (63%) are 2+ year veterans, 440 entered 1–2 years ago, and 627 (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 2896 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, 2837 hedge funds were net buyers of VUG (302 opened a new position, 2535 added to an existing one), while 165 reduced or exited (41 trimmed, 124 sold completely) — a 95% 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: +178 funds (more new holders than closures). Total institutional holders: 2898.

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.

Loading signal freshness…
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
2026 Q3 Stats Unlock in 19 days 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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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

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VEA 1,481 holdersMCD 1,478 holdersGE 1,451 holdersNFLX 1,447 holdersGEV 1,447 holdersGLD 1,437 holdersVZ 1,431 holdersAMAT 1,413 holdersIJR 1,407 holdersVTV 1,405 holdersUNH 1,393 holdersPLTR 1,392 holders All stocks →

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 — 95% buying: Last quarter: 2,837 funds were net buyers (302 opened a brand new position + 2535 added to an existing one). Only 165 were sellers (41 trimmed + 124 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 2896 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: 1,803 out of 2,898 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.

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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