Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Whitehall Fds (VYM)

2K + Investors. Track Smart Money conviction in VYM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — VYM

Based on 2002 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 VYM 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
2,002 hedge funds hold VYM 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
+246 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 — 56% buying

993 buying792 selling
Last quarter: 993 funds bought or added vs 792 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 (-101 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 120 → 136 → 263 → 162. 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+) ■ 19% medium ■ 16% new
1,288 out of 2,002 hedge funds have held VYM 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.
💰

Price up while funds trimmed (-1% value, -43% shares)

Value
0%
Shares
-43%
Last quarter: total value of institutional VYM holdings rose -1% even though funds reduced share count by 43%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

127 → 120 → 136 → 263 → 162 new funds/Q
New funds entering each quarter: 120 → 136 → 263 → 162. 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 — 66% veterans vs 21% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 2,008 holders: 1,316 (66%) are 2+ year veterans, 275 entered 1–2 years ago, and 417 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
34 of 1995 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — VYM

In 2026 Q1, 993 hedge funds were net buyers of VYM (162 opened a new position, 831 added to an existing one), while 792 reduced or exited (657 trimmed, 135 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in VYM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 2002.

Hedge Fund Ownership: VYM

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

Market Analysis: VYM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VYM

-- --

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

Is It Too Late to Buy Vanguard Whitehall Fds (VYM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VYM 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 · 79d ago
VYM
+7.1%
SPY
+13.9%

VYM outperformed SPY by -6.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VYM
+1.8%
SPY
+0.2%

Since the filing became public, VYM outperformed SPY by +1.6% .

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.

67 top-rated funds 95 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
7.0
/ 10
conviction
Hedge Fund Positioning: VYM
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1971 1973 -0.1%
13F Shares 184M 325M -43.25%
Total Value $24.73B $24.96B -0.94%
New Positions 153 263 -110
Increased Positions 823 798 +25
Closed Positions 155 93 +62
Reduced Positions 646 558 +88
Total Calls 5 6 -16.67%
Total Puts 6 4 50.0%
PUT/CALL Ratio 1.2 0.67 Neutral

Statistics: VYM

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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)

2K + investors

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

QUARTER:
Top 25 VYM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Martel Wealth Advisors LLC 18.54% 735,340 $108.9M
2 Reality Financial Planning Services, LLC 16.81% 117,640 $17.4M
3 Charter Capital Management, LLC\DE 15.27% 205,856 $30.5M
4 Marino, Stram & Associates LLC 14.89% 559,760 $82.9M
5 Tepp RIA, LLC 14.40% 124,149 $18.4M
6 Ariston Services Group 14.03% — $23.5M
7 Retiremitten Financial LLC 13.69% 191,212 $28.3M
8 truNorth Financial Services, Inc. 13.42% 87,598 $13.0M
9 Act Wealth Management, LLC 13.37% 268,772 $39.8M
10 Piedmont Capital Management, LLC 12.36% 163,823 $24.3M
11 Elevation Advisory Partners LLC 11.79% 84,976 $12.6M
12 Mbm Wealth Consultants, LLC 11.27% 331,376 $49.1M
13 Operose Advisors LLC 11.25% 327,542 $48.5M
14 Western Pacific Wealth Management, LP 11.17% 74,156 $11.0M
15 Forum Private Client Group LLC 11.15% 225,753 $33.4M
16 Mittelman Wealth Management 10.86% 117,650 $17.4M
17 Inspirion Wealth Advisors, LLC 10.82% 586,809 $86.9M
18 Buska Wealth Management, LLC 10.65% 179,036 $26.5M
19 HCR Wealth Advisors 9.92% 645,989 $95.7M
20 Consultiva Wealth Management, CORP. 9.78% 22,757 $3.4M
21 AF Advisors, Inc. 9.73% 118,864 $17.6M
22 Paragon Financial Partners, INC. 9.49% 109,477 $16.8M
23 Kropog Financial Group, LLC 9.43% 78,367 $11.6M
24 Three Bearings Fiduciary Advisors, Inc. 8.71% 62,100 $9.3M
25 One Day In July LLC 8.67% 731,082 $108.3M
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 Whitehall Fds (VYM)

What does the Smart Money Trend signal show for VYM?

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

Slight buying edge — 56% buying: Last quarter: 993 funds bought or added vs 792 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 VYM holders?

Strong quality — 38% AUM from major funds: 34 of 1995 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VYM?

64% of holders stayed for 2+ years: 1,288 out of 2,002 hedge funds have held VYM 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 Whitehall Fds (VYM) following the 2026 Q1 hedge fund 13F filings?

As of today, VYM has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), VYM has gained +7.1% vs +13.9% 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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