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
↑ +174
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — VUG

Based on 2559 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
2,559 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 — +12% more funds vs a year ago

fund count last 6Q
+278 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.
🟡

Slight buying edge — 55% buying

1265 buying1036 selling
Last quarter: 1,265 funds bought or added vs 1,036 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.
📈

More new buyers each quarter (+97 vs last Q)

new funds entering per quarter
Funds opening a new VUG position: 130 → 175 → 204 → 301. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
1,639 out of 2,559 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.
🚀

Acceleration phase — new buyers rushing in

295 → 130 → 175 → 204 → 301 new funds/Q
New funds entering each quarter: 130 → 175 → 204 → 301. 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 — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Of 2,570 current holders: 1,601 (62%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
30 of 2559 holders are among the 100 largest funds by AUM, controlling 54% 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

128 top-rated funds 199 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
8.1
/ 10
conviction
Hedge Fund Positioning: VUG
2026 Q1 Stats Unlock in 22 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2570 2399 7.13%
13F Shares 270M 251M 7.77%
Total Value $128.16B $120.76B 6.12%
New Positions 301 206 +95
Increased Positions 982 891 +91
Closed Positions 129 108 +21
Reduced Positions 920 863 +57
Total Calls 6 5 20.0%
Total Puts 6 9 -33.33%
PUT/CALL Ratio 1.0 1.8 Neutral

Statistics: VUG

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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)

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.

Top 25 institutional holders of VUG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Management, Inc. 23.90% 343,333 $150.0M
2 Retirement Investment Advisors, Inc. 20.69% 526,893 $257.0M
3 Quantum Financial Planning Services, Inc. 20.68% 131,790 $57.6M
4 Dougherty Wealth Advisers LLC 20.08% 72,466 $31.7M
5 TL Private Wealth 19.33% 106,214 $49.0M
6 Trust Co of Tennessee 18.58% 228,436 $99.8M
7 STEPHEN J. GARRY & ASSOCIATES, LLC 18.19% 51,781 $22.6M
8 Rise Advisors, LLC 16.30% 104,728 $46.2M
9 Performance Wealth Partners, LLC 16.15% 1,274,384 $556.6M
10 STEVENS CAPITAL PARTNERS 16.08% 153,061 $66.9M
11 Dominguez Wealth Management Solutions, Inc. 15.00% 56,673 $24.8M
12 Thayer Financial, L.L.C. 14.87% 33,364 $14.6M
13 Marmo Financial Group, LLC 14.32% 66,196 $28.9M
14 Jacobsen Capital Management 14.13% 95,811 $41.8M
15 DiPaolo Financial Group, Inc. 13.92% 43,789 $19.1M
16 KENNICOTT CAPITAL MANAGEMENT LLC 13.80% 57,840 $25.3M
17 Rochester Wealth Strategies, LLC 13.52% 51,067 $22.3M
18 Crane Advisory, LLC 13.38% 183,782 $89.4M
19 Bishop & Co Investment Management, LLC 13.16% 87,849 $38.4M
20 Clayton Financial Group LLC 12.73% 56,721 $24.8M
21 Arcadia Wealth Management, LLC 12.57% 79,537 $34.7M
22 PRESILIUM PRIVATE WEALTH, LLC 12.39% 160,851 $70.3M
23 Everhart Financial Group, Inc. 12.11% 325,657 $142.2M
24 Waldron Private Wealth LLC 12.04% 706,880 $308.8M
25 Prosperity Advisers, LLC 11.61% 31,985 $14.0M
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

Slight buying edge — 55% buying: Last quarter: 1,265 funds bought or added vs 1,036 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 — 54% AUM from top-100 funds: 30 of 2559 holders are among the 100 largest funds by AUM, controlling 54% 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: 1,639 out of 2,559 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.