Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WHITEHALL FDS (VYMI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +83
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — VYMI

Based on 709 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 VYMI 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
709 hedge funds hold VYMI 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 — +34% more funds vs a year ago

fund count last 6Q
+180 new funds entered over the past year (+34% 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 — 72% buying

471 buying179 selling
Last quarter: 471 funds were net buyers (117 opened a brand new position + 354 added to an existing one). Only 179 were sellers (145 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+39 vs last Q)

new funds entering per quarter
Funds opening a new VYMI position: 61 → 82 → 78 → 117. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 23% medium ■ 28% new
349 out of 709 hedge funds have held VYMI 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.
💰

Value +36% but shares only +10% — price-driven

Value
+35%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

63 → 61 → 82 → 78 → 117 new funds/Q
New funds entering each quarter: 61 → 82 → 78 → 117. A growing number of institutions are discovering VYMI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 14% 1-2yr ■ 35% new
Of 710 current holders: 360 (51%) 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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
21 of 709 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Hedge Fund Ownership: VYMI

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

Market Analysis: VYMI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VYMI

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

47 top-rated funds 22 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: VYMI
2026 Q1 Stats Unlock in 15 days 710 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 710 628 13.06%
13F Shares 66M 60M 10.39%
Total Value $6.89B $5.07B 35.91%
New Positions 117 78 +39
Increased Positions 356 318 +38
Closed Positions 34 39 -5
Reduced Positions 147 138 +9
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: VYMI

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

710 + investors

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

Top 25 institutional holders of VYMI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Main Line Retirement Advisors, LLC 11.84% 251,586 $23.7M
2 Barry Investment Advisors, LLC 8.57% 412,284 $38.9M
3 SURIENCE PRIVATE WEALTH LLC 8.26% 81,692 $7.7M
4 John A. Wolfe & Associates, Inc. 7.96% 54,971 $5.2M
5 Gilbert Capital Group, Inc. 6.41% 88,019 $8.3M
6 WEST BANCORPORATION INC 6.26% 133,241 $12.6M
7 Orgel Wealth Management, LLC 6.22% 3,064,412 $288.8M
8 ADG Wealth Management Group, LLC 6.08% 93,385 $8.8M
9 LS Investment Advisors, LLC 5.94% 421,380 $39.7M
10 FIDUCIARY ADVISORS, INC. 5.34% 75,350 $7.1M
11 Capital Advantage, Inc. 5.10% 414,165 $39.0M
12 Ariston Services Group 5.10% — $8.5M
13 Wise Wealth Partners 4.77% 37,396 $3.5M
14 Buska Wealth Management, LLC 4.30% 113,653 $10.7M
15 FIRST HAWAIIAN BANK 4.11% 312,109 $29.4M
16 BURNS J W & CO INC/NY 3.60% 333,846 $31.5M
17 Axis Wealth Partners, LLC 3.56% 71,112 $6.7M
18 Strategic Point Investment Advisors, LLC 3.43% 250,651 $23.6M
19 Guardian Financial Partners, LLC 3.40% 85,394 $8.0M
20 Clarity Wealth Advisors, LLC 3.14% 162,067 $15.3M
21 SWEENEY & MICHEL, LLC 3.05% 104,785 $10.4M
22 Quaker Wealth Management, LLC 3.02% 102,538 $9.7M
23 Prentice Wealth Management LLC 2.97% 139,512 $13.1M
24 Kraft, Davis & Associates, LLC 2.88% 136,491 $13.5M
25 Family Investment Center, Inc. 2.57% 141,738 $13.4M
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 WHITEHALL FDS (VYMI)

What does the Smart Money Trend signal show for VYMI?

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

More buyers than sellers — 72% buying: Last quarter: 471 funds were net buyers (117 opened a brand new position + 354 added to an existing one). Only 179 were sellers (145 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VYMI holders?

Strong quality — 33% AUM from major funds: 21 of 709 holders rank in the top 100 by AUM, accounting for 33% 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 VYMI?

49% of holders stayed for 2+ years: 349 out of 709 hedge funds have held VYMI 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.