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
↑ +72
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — VYM

Based on 2076 hedge funds · latest filing: 2026 Q2 · 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
2,076 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 — +17% more funds vs a year ago

fund count last 6Q
+303 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1026 buying802 selling
Last quarter: 1,026 funds bought or added vs 802 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 (+22 vs last Q)

new funds entering per quarter
Funds opening a new VYM position: 137 → 265 → 163 → 185. 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+) ■ 18% medium ■ 18% new
1,326 out of 2,076 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.
➡️

Steady discovery — ~185 new funds/quarter

121 → 137 → 265 → 163 → 185 new funds/Q
New funds entering each quarter: 137 → 265 → 163 → 185. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 2,082 holders: 1,372 (66%) are 2+ year veterans, 271 entered 1–2 years ago, and 439 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
36 of 2069 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VYM. 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.

Institutional Sentiment Summary — VYM

In 2026 Q2, 1026 hedge funds were net buyers of VYM (185 opened a new position, 841 added to an existing one), while 802 reduced or exited (689 trimmed, 113 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in VYM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +72 funds (more new holders than closures). Total institutional holders: 2076.

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 Q3 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 September 30, 2026 · 37d ago
VYM
+2.5%
SPY
+0.5%

VYM outperformed SPY by +2.0% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -8d ago
VYM
+0.0%
SPY
+0.0%

Since the filing became public, VYM outperformed SPY by +0.0% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 104 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: VYM
2026 Q3 Stats Unlock in 13 days 2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2049 2004 2.25%
13F Shares 185M 185M 0.22%
Total Value $27.81B $24.80B 12.16%
New Positions 176 163 +13
Increased Positions 835 830 +5
Closed Positions 124 137 -13
Reduced Positions 684 655 +29
Total Calls 7 5 40.0%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 0.71 1.2 Neutral

Statistics: VYM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Martel Wealth Advisors LLC 18.58% 747,548 $118.1M
2 Reality Financial Planning Services, LLC 16.61% 108,910 $17.2M
3 Charter Capital Management, LLC\DE 14.68% 209,887 $33.2M
4 Marino, Stram & Associates LLC 14.29% 567,525 $89.7M
5 Ariston Services Group 13.84% 158,764 $25.1M
6 Retiremitten Financial LLC 13.69% 205,468 $32.5M
7 Elevation Advisory Partners LLC 13.63% 83,517 $13.3M
8 Piedmont Capital Management, LLC 13.17% 164,700 $26.1M
9 truNorth Financial Services, Inc. 12.77% 90,239 $14.3M
10 Act Wealth Management, LLC 12.56% 270,374 $42.7M
11 Tepp RIA, LLC 11.96% 111,613 $17.6M
12 Inspirion Wealth Advisors, LLC 11.45% 631,801 $100.0M
13 Forum Private Client Group LLC 10.85% 230,745 $36.5M
14 Western Pacific Wealth Management, LP 10.78% 75,442 $11.9M
15 Mbm Wealth Consultants, LLC 10.04% 329,351 $52.0M
16 Operose Advisors LLC 9.87% 323,133 $51.1M
17 Buska Wealth Management, LLC 9.86% 173,020 $27.3M
18 Alliance Wealth Advisors, LLC /UT 9.61% 322,587 $51.0M
19 HCR Wealth Advisors 9.28% 656,338 $103.7M
20 AF Advisors, Inc. 9.23% 118,854 $18.8M
21 Paragon Financial Partners, INC. 9.19% 106,217 $17.2M
22 Juno Financial Group LLC 9.04% 161,288 $25.5M
23 Kropog Financial Group, LLC 9.00% 80,850 $12.8M
24 Three Bearings Fiduciary Advisors, Inc. 8.63% 60,937 $9.6M
25 Quaker Wealth Management, LLC 8.24% 179,131 $28.3M
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

Stocks with similar institutional ownership

WM 1,351 holdersGILD 1,349 holdersSO 1,346 holdersANET 1,343 holdersDELL 1,340 holdersSCHW 1,330 holdersAPH 1,319 holdersMMM 1,316 holdersLIN 1,316 holdersMRVL 1,297 holdersNOW 1,296 holdersMPC 1,295 holders All stocks →

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: 1,026 funds bought or added vs 802 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?

Elite ownership — 40% AUM from top-100 funds: 36 of 2069 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VYM. 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 VYM?

64% of holders stayed for 2+ years: 1,326 out of 2,076 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 Q3 hedge fund 13F filings?

As of today, VYM has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), VYM has gained +2.5% vs +0.5% 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.

Full history →