Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD ADMIRAL FDS INC (IVOO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — IVOO

Based on 268 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IVOO 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
268 hedge funds hold IVOO 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 — +7% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

129 buying83 selling
Last quarter: 129 funds were net buyers (32 opened a brand new position + 97 added to an existing one). Only 83 were sellers (68 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new IVOO position: 21 → 22 → 19 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 28% medium ■ 17% new
147 out of 268 hedge funds have held IVOO 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

37 → 21 → 22 → 19 → 32 new funds/Q
New funds entering each quarter: 21 → 22 → 19 → 32. A growing number of institutions are discovering IVOO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 19% 1-2yr ■ 25% new
Of 268 current holders: 149 (56%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
18 of 268 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IVOO. 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: IVOO

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

Market Analysis: IVOO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVOO

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 7 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: IVOO
2026 Q1 Stats Unlock in 11 days 268 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 268 251 6.77%
13F Shares 16M 13M 22.73%
Total Value $1.54B $1.41B 9.89%
New Positions 32 19 +13
Increased Positions 97 78 +19
Closed Positions 15 19 -4
Reduced Positions 68 77 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVOO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

268 + investors

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

Top 25 institutional holders of IVOO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kastel Capital Advisors, LLC 5.47% 79,651 $8.9M
2 RAELIPSKIE PARTNERSHIP 3.97% 82,080 $9.4M
3 LEGACY SOLUTIONS, LLC 3.90% 36,771 $4.2M
4 Francis Financial, Inc. 3.74% 176,517 $20.2M
5 Bryant Woods Investment Advisors, LLC 3.59% 85,291 $9.8M
6 HANTZ FINANCIAL SERVICES, INC. 2.63% 1,510,966 $173K
7 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2.26% 540,000 $61.7M
8 SpringVest Wealth Management LLC 1.73% 22,123 $2.5M
9 HARBOR ADVISORY CORP /MA/ 1.70% 49,445 $5.7M
10 EQ LLC 0.86% 26,656 $3.0M
11 Fairway Wealth LLC 0.73% 24,304 $2.8M
12 Base Wealth Management LLC 0.66% 10,295 $1.2M
13 First Bancorp, Inc /ME/ 0.65% 11,363 $1.3M
14 SENTINEL TRUST CO LBA 0.62% 54,746 $6K
15 SoundView Advisors Inc. 0.61% 14,894 $2K
16 Violich Capital Management, Inc. 0.60% 44,795 $5.1M
17 Pachira Investments Inc. 0.49% 9,203 $1.1M
18 Soltis Investment Advisors LLC 0.37% 51,250 $5.9M
19 Checchi Capital Advisers, LLC 0.35% 60,077 $6.9M
20 Coastline Trust Co 0.34% 30,330 $3.5M
21 HANOVER ADVISORS INC 0.31% 6,633 $758K
22 OLD NATIONAL BANCORP /IN/ 0.28% 147,903 $16.9M
23 Gibraltar Capital Management, Inc. 0.28% 14,120 $1.6M
24 IRON Financial LLC 0.28% 5,541 $633K
25 WealthBridge Capital Management, LLC 0.28% 10,495 $1.2M
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 ADMIRAL FDS INC (IVOO)

What does the Smart Money Trend signal show for IVOO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IVOO 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 IVOO?

More buyers than sellers — 61% buying: Last quarter: 129 funds were net buyers (32 opened a brand new position + 97 added to an existing one). Only 83 were sellers (68 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVOO holders?

Elite ownership — 46% AUM from top-100 funds: 18 of 268 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IVOO. 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 IVOO?

55% of holders stayed for 2+ years: 147 out of 268 hedge funds have held IVOO 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.