Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Bd Index Fds (VUSB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — VUSB

Based on 467 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VUSB 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
467 hedge funds hold VUSB 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 — +42% more funds vs a year ago

fund count last 6Q
+137 new funds entered over the past year (+42% 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.
🟢

More buyers than sellers — 62% buying

270 buying162 selling
Last quarter: 270 funds were net buyers (67 opened a brand new position + 203 added to an existing one). Only 162 were sellers (132 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 55 → 86 → 67. 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.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 26% medium 31% new
201 out of 467 hedge funds have held VUSB 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

57 → 43 → 55 → 86 → 67 new funds/Q
New funds entering each quarter: 43 → 55 → 86 → 67. 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.
🏛️

Veteran-anchored — 46% veterans vs 39% newcomers

46% veterans 15% 1-2yr 39% new
Entry-cohort mix of 467 holders: 217 (46%) are 2+ year veterans, 68 entered 1–2 years ago, and 182 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
18 of 466 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — VUSB

In 2026 Q1, 270 hedge funds were net buyers of VUSB (67 opened a new position, 203 added to an existing one), while 162 reduced or exited (132 trimmed, 30 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 467.

Hedge Fund Ownership: VUSB

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

Market Analysis: VUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VUSB

-- --

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

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

Signal Freshness measures how much VUSB 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 · 85d ago
VUSB
-0.1%
SPY
+14.9%

VUSB outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
VUSB
+0.4%
SPY
+1.1%

Since the filing became public, VUSB outperformed SPY by -0.7% .

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 22 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: VUSB
461 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 461 430 7.21%
13F Shares 64M 73M -11.86%
Total Value $3.03B $3.60B -15.89%
New Positions 64 86 -22
Increased Positions 201 185 +16
Closed Positions 33 30 +3
Reduced Positions 132 96 +36
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VUSB

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Institutional Holders (2026 Q1)

461 + investors

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

QUARTER:
Top 25 VUSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Calder Financial LLC 16.27% 330,287 $16.4M
2 Adventist Health System Sunbelt Healthcare Corp 15.34% 8,806,000 $438.4M
3 Pacific Center for Financial Services 14.19% 1,123,799 $55.9M
4 Bramshill Investments, LLC 13.30% 3,101,884 $154.4M
5 Fortitude Advisory Group L.L.C. 12.28% 548,519 $27.3M
6 Global Wealth Management, LLC 11.95% 440,250 $21.9M
7 Kitching Partners, LLC 10.90% 237,944 $11.8M
8 Red Wave Investments LLC 9.82% 660,081 $32.9M
9 McClarren Financial Advisors, Inc. 9.13% 309,795 $15.4M
10 Spectrum Asset Management, Inc. (NB/CA) 7.38% 466,556 $23.2M
11 SpringVest Wealth Management LLC 6.79% 199,806 $9.9M
12 55 North Private Wealth, LLC 6.72% 527,010 $26.2M
13 BlueChip Wealth Advisors LLC 6.47% 295,906 $14.7M
14 David Kennon Inc 6.43% 360,196 $17.9M
15 Harbour Investment Management LLC 5.68% 210,161 $10.5M
16 CWC Advisors, LLC. 5.56% 234,837 $11.7M
17 Harpswell Capital Advisors, LLC 4.84% 130,455 $6.5M
18 Keynote Financial Services LLC 4.70% 177,582 $8.8M
19 Fonville Wealth Management LLC 4.69% 494,490 $24.6M
20 Valtinson Bruner Financial Planning LLC 4.66% 340,381 $16.9M
21 DeLarme Wealth Management, Inc. 4.28% 133,611 $6.7M
22 Alpha Omega Wealth Management LLC 3.97% 491,571 $24.5M
23 Coyle Financial Counsel LLC 3.90% 369,912 $18.4M
24 Spectrum Planning & Advisory Services Inc. 3.50% 142,021 $7.1M
25 Charter Oak Capital Management, LLC 3.37% 872,856 $43.5M
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 Bd Index Fds (VUSB)

What does the Smart Money Trend signal show for VUSB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VUSB 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 VUSB?

More buyers than sellers — 62% buying: Last quarter: 270 funds were net buyers (67 opened a brand new position + 203 added to an existing one). Only 162 were sellers (132 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VUSB holders?

Smaller funds dominant — 18% AUM from top-100: 18 of 466 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VUSB?

43% of holders stayed for 2+ years: 201 out of 467 hedge funds have held VUSB 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 Bd Index Fds (VUSB) following the 2026 Q1 hedge fund 13F filings?

As of today, VUSB has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), VUSB has gained -0.1% vs +14.9% 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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