Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VV)

1K + Investors. Track Smart Money conviction in VV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — VV

Based on 1241 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VV 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
1,241 hedge funds hold VV 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
+150 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 — 52% buying

522 buying483 selling
Last quarter: 522 funds bought or added vs 483 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 (+32 vs last Q)

new funds entering per quarter
Funds opening a new VV position: 95 → 103 → 104 → 136. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
788 out of 1,241 hedge funds have held VV 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.
📈

Growing discovery — still being found

110 → 95 → 103 → 104 → 136 new funds/Q
New funds entering each quarter: 95 → 103 → 104 → 136. A growing number of institutions are discovering VV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Of 1,244 current holders: 796 (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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
25 of 1241 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in VV. 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.

Hedge Fund Ownership: VV

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

Market Analysis: VV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VV

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

71 top-rated funds 52 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: VV
2026 Q1 Stats Unlock in 21 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1244 1187 4.8%
13F Shares 100M 103M -2.12%
Total Value $31.56B $31.51B 0.16%
New Positions 136 104 +32
Increased Positions 390 354 +36
Closed Positions 78 60 +18
Reduced Positions 407 420 -13
Total Calls 2 4 -50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.5 0.75 Bearish

Statistics: VV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of VV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Addis & Hill, Inc 38.39% 211,235 $63.1M
2 Mason & Associates, LLC 29.36% 429,065 $128.2M
3 Financial Planning Navigators CORP 23.38% 178,447 $53.3M
4 James Reed Financial Services, Inc. 22.18% 85,734 $25.6M
5 JUNCTURE WEALTH STRATEGIES, LLC 20.28% 203,078 $60.7M
6 James J. Burns & Company, LLC 19.94% 491,868 $147.0M
7 Koesten, Hirschmann & Crabtree, INC. 17.69% 121,493 $36.3M
8 Box Hill Private Wealth LLC 16.96% 57,428 $17.2M
9 National Mutual Insurance Federation of Agricultural Cooperatives 15.06% 6,543,317 $1.96B
10 Sunflower Bank, N.A. 14.55% 191,036 $57.1M
11 Hurlow Wealth Management Group, Inc. 13.49% 189,574 $56.7M
12 Capital Asset Advisory Services LLC 12.97% 1,037,646 $338.0M
13 KENNICOTT CAPITAL MANAGEMENT LLC 11.54% 70,707 $21.1M
14 ATMOS ADVISORY, LLC 10.91% 64,279 $19.2M
15 Horizons Wealth Management 10.11% 51,595 $15.4M
16 Farrell Financial LLC 10.09% 56,529 $16.9M
17 ARCADIA INVESTMENT ADVISORS LLC 9.52% 67,443 $20.2M
18 Heartwood Wealth Advisors LLC 9.50% 364,547 $108.9M
19 MB, LEVIS & ASSOCIATES, LLC 8.25% 66,145 $19.8M
20 Strategic Equity Management 7.42% 66,039 $19.7M
21 Blackston Financial Advisory Group, LLC 7.38% 39,382 $11.8M
22 RIVERSEDGE ADVISORS, LLC 7.14% 147,593 $44.1M
23 Wheelhouse Advisory Group LLC 6.67% 67,329 $20.1M
24 MONEYWISE, INC. 5.94% 45,537 $13.6M
25 Abound Wealth Management 5.78% 85,097 $25.4M
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 (VV)

What does the Smart Money Trend signal show for VV?

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

Slight buying edge — 52% buying: Last quarter: 522 funds bought or added vs 483 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 VV holders?

Elite ownership — 41% AUM from top-100 funds: 25 of 1241 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in VV. 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 VV?

63% of holders stayed for 2+ years: 788 out of 1,241 hedge funds have held VV 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.