Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Whitehall Fds (VYMI)

803 + 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
↑ +61
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — VYMI

Based on 816 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 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
816 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 — +43% more funds vs a year ago

fund count last 6Q
+246 new funds entered over the past year (+43% 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 — 69% buying

518 buying237 selling
Last quarter: 518 funds were net buyers (116 opened a brand new position + 402 added to an existing one). Only 237 were sellers (182 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 91 → 84 → 127 → 116. 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.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 26% medium ■ 28% new
378 out of 816 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.
📈

Growing discovery — still being found

67 → 91 → 84 → 127 → 116 new funds/Q
New funds entering each quarter: 91 → 84 → 127 → 116. A growing number of institutions are discovering VYMI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 36% newcomers

■ 50% veterans ■ 14% 1-2yr ■ 36% new
Entry-cohort mix of 820 holders: 407 (50%) are 2+ year veterans, 117 entered 1–2 years ago, and 296 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
30 of 813 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in VYMI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — VYMI

In 2026 Q1, 518 hedge funds were net buyers of VYMI (116 opened a new position, 402 added to an existing one), while 237 reduced or exited (182 trimmed, 55 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in VYMI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +61 funds (more new holders than closures). Total institutional holders: 816.

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.

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

Signal Freshness measures how much VYMI 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 · 81d ago
VYMI
nan%
SPY
+15.1%

VYMI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
VYMI
nan%
SPY
+1.3%

Since the filing became public, VYMI outperformed SPY by nan% .

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.

34 top-rated funds 30 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: VYMI
803 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 803 755 6.36%
13F Shares 75M 67M 11.83%
Total Value $6.95B $6.98B -0.35%
New Positions 113 127 -14
Increased Positions 396 372 +24
Closed Positions 65 36 +29
Reduced Positions 177 155 +22
Total Calls 2 1 100.0%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: VYMI

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 Q1)

803 + investors

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

QUARTER:
Top 25 VYMI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Main Line Retirement Advisors, LLC 11.84% 251,586 $23.7M
2 SWAN Capital LLC 9.79% 282,677 $26.6M
3 AAF Wealth Management, LLC 9.34% 241,541 $22.8M
4 Troutman Wealth Management, LLC 8.74% 111,211 $10.5M
5 Barry Investment Advisors, LLC 8.57% 412,284 $38.9M
6 Summit Financial Wealth Advisors, LLC 8.52% 637,700 $60.1M
7 Surience Private Wealth LLC 8.26% 81,692 $7.7M
8 John A. Wolfe & Associates, Inc. 7.96% 54,971 $5.2M
9 Tull Financial Group, Inc. 7.53% 179,016 $16.9M
10 Hamilton Wealth, LLC 6.46% 966,063 $91.0M
11 Gilbert Capital Group, Inc. 6.41% 88,019 $8.3M
12 West Bancorporation Inc 6.26% 133,241 $12.6M
13 Orgel Wealth Management, LLC 6.22% 3,064,412 $288.8M
14 ADG Wealth Management Group, LLC 6.08% 93,385 $8.8M
15 LS Investment Advisors, LLC 5.94% 421,380 $39.7M
16 Fiduciary Advisors, INC. 5.34% 75,350 $7.1M
17 Croban 5.28% 119,150 $11.2M
18 Capital Advantage, Inc. 5.10% 414,165 $39.0M
19 Ariston Services Group 5.10% — $8.5M
20 Confluence Wealth Services, Inc. 4.96% 1,357,180 $127.9M
21 Ackerman Capital Advisors, LLC 4.80% 248,782 $23.4M
22 Wise Wealth Partners 4.77% 37,396 $3.5M
23 American Investment Services, Inc. 4.57% 217,344 $20.5M
24 Buska Wealth Management, LLC 4.30% 113,653 $10.7M
25 Pinnacle Financial Group, LLC / IL 4.12% 159,569 $15.0M
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 — 69% buying: Last quarter: 518 funds were net buyers (116 opened a brand new position + 402 added to an existing one). Only 237 were sellers (182 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VYMI holders?

Elite ownership — 46% AUM from top-100 funds: 30 of 813 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in VYMI. 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 VYMI?

46% of holders stayed for 2+ years: 378 out of 816 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.

Is it too late to buy Vanguard Whitehall Fds (VYMI) following the 2026 Q1 hedge fund 13F filings?

As of today, VYMI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VYMI has gained nan% vs +15.1% 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 →