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
↓ -49
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — VUG

Based on 2718 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
2,718 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 — +14% more funds vs a year ago

fund count last 6Q
+333 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1326 buying1176 selling
Last quarter: 1,326 funds bought or added vs 1,176 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 (-174 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 196 → 226 → 343 → 169. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
1,733 out of 2,718 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 +4%, value -11%

Value
-10%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

149 → 196 → 226 → 343 → 169 new funds/Q
New funds entering each quarter: 196 → 226 → 343 → 169. A growing number of institutions are discovering VUG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 16% 1-2yr ■ 20% new
Of 2,726 current holders: 1,747 (64%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
40 of 2718 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.
3.5
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.

Institutional Sentiment Summary — VUG

In 2026 Q1, 1326 hedge funds were net buyers of VUG (169 opened a new position, 1157 added to an existing one), while 1176 reduced or exited (958 trimmed, 218 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 57% of total institutional value in VUG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -49 funds (more exits than new entries). Total institutional holders: 2718.

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 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 · 73d ago
VUG
+16.4%
SPY
+11.7%

VUG outperformed SPY by +4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
VUG
-3.1%
SPY
-1.7%

Since the filing became public, VUG outperformed SPY by -1.4% .

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.

76 top-rated funds 208 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
7.5
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2684 2767 -3.0%
13F Shares 284M 273M 3.96%
Total Value $115.23B $129.64B -11.11%
New Positions 159 343 -184
Increased Positions 1146 1039 +107
Closed Positions 242 134 +108
Reduced Positions 943 956 -13
Total Calls 4 6 -33.33%
Total Puts 6 6 -
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: VUG

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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 VUG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VUG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rezny Wealth Management, Inc. 30.47% 323,977 $141.5M
2 Golden Road Advisors LLC 28.92% 114,960 $50.2M
3 Fee-Only Financial Planning, L.C. 27.97% 106,068 $46.3M
4 Carter Financial, LLC 24.53% 64,574 $28.2M
5 Cornerstone Management, Inc. 23.90% 343,333 $150.0M
6 Mill Creek Capital Advisors, LLC 22.41% 2,497,362 $1.09B
7 Retirement Investment Advisors, Inc. 20.69% 526,893 $257.0M
8 Quantum Financial Planning Services, Inc. 20.68% 131,790 $57.6M
9 Dougherty Wealth Advisers LLC 20.08% 72,466 $31.7M
10 TL Private Wealth 19.33% 106,214 $49.0M
11 Wealth Analytics Partners, LLC 18.94% 106,630 $46.6M
12 Mainsail Asset Management, LLC 18.80% 95,902 $41.9M
13 Trust Co of Tennessee 18.58% 228,436 $99.8M
14 Stephen J. Garry & Associates, LLC 18.19% 51,781 $22.6M
15 Integrated Wealthcare, LLC 18.09% 49,497 $21.6M
16 Chaney Capital Management, Inc. 18.03% 117,062 $51.1M
17 Martel Wealth Advisors LLC 17.49% 235,184 $102.7M
18 Rise Advisors, LLC 16.30% 104,728 $46.2M
19 United Financial Planning Group LLC 16.18% 62,649 $27.4M
20 Performance Wealth Partners, LLC 16.15% 1,274,384 $556.6M
21 Stevens Capital Partners 16.08% 153,061 $66.9M
22 Taylor Financial Group, Inc. 16.06% 60,654 $26.5M
23 Mosaic Family Wealth Partners, LLC 15.04% 336,299 $146.9M
24 White Lighthouse Investment Management Inc. 15.03% 248,021 $108.3M
25 Dominguez Wealth Management Solutions, Inc. 15.00% 56,673 $24.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VUG?

Slight buying edge — 53% buying: Last quarter: 1,326 funds bought or added vs 1,176 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 VUG holders?

Elite ownership — 57% AUM from top-100 funds: 40 of 2718 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?

64% of holders stayed for 2+ years: 1,733 out of 2,718 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 Q1 hedge fund 13F filings?

As of today, VUG has moved -3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), VUG has gained +16.4% vs +11.7% 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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