Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (MGC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — MGC

Based on 483 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 MGC 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
483 hedge funds hold MGC 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
+69 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 — 55% buying

224 buying185 selling
Last quarter: 224 funds bought or added vs 185 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new MGC position: 39 → 43 → 48 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
281 out of 483 hedge funds have held MGC 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

46 → 39 → 43 → 48 → 62 new funds/Q
New funds entering each quarter: 39 → 43 → 48 → 62. A growing number of institutions are discovering MGC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 17% 1-2yr ■ 24% new
Of 484 current holders: 286 (59%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
21 of 483 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MGC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: MGC

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

Market Analysis: MGC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGC

-- --

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.

23 top-rated funds 15 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: MGC
2026 Q1 Stats Unlock in 11 days 484 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 484 452 7.08%
13F Shares 22M 18M 19.52%
Total Value $5.47B $4.46B 22.62%
New Positions 62 48 +14
Increased Positions 165 167 -2
Closed Positions 30 31 -1
Reduced Positions 155 126 +29
Total Calls 3 2 50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MGC

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)

484 + investors

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

Top 25 institutional holders of MGC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investment Planning Advisors, Inc. 9.89% 151,958 $35.9M
2 Blackston Financial Advisory Group, LLC 6.02% 40,657 $9.6M
3 Colorado Capital Management, Inc. 5.24% 59,521 $14K
4 Procyon Advisors, LLC 5.10% 440,098 $104.0M
5 VSM Wealth Advisory, LLC 4.92% 69,634 $16.5M
6 Verus Financial Partners, Inc. 4.64% 201,789 $51.7M
7 CABANA LLC 4.49% 2,417 $572K
8 FSA WEALTH PARTNERS, INC. 4.47% 39,735 $9.4M
9 Praetorian Wealth Management, Inc. 4.34% 92,902 $22.8M
10 FIDUCIARY ADVISORS, INC. 4.25% 23,904 $5.6M
11 Cornerstone Financial Management LLC 3.24% 14,933 $3.5M
12 RETIREMENT FINANCIAL SOLUTIONS, LLC 3.19% 47,241 $11.2M
13 TriaGen Wealth Management LLC 3.10% 48,088 $11.4M
14 STEPH & CO 2.98% 44,202 $10.4M
15 Black Diamond Financial, LLC 2.89% 112,098 $26.5M
16 Fortress Financial Solutions, LLC 2.66% 10,787 $2.5M
17 ProVise Management Group, LLC 2.31% 135,976 $32.1M
18 McClarren Financial Advisors, Inc. 2.26% 16,133 $3.8M
19 Systelligence, LLC 2.06% 44,917 $10.6M
20 Capital Advantage, Inc. 1.82% 59,014 $13.9M
21 FDx Advisors, Inc. 1.77% 23,506 $6K
22 HILLTOP WEALTH ADVISORS, LLC 1.67% 11,818 $2.8M
23 FLORIDA FINANCIAL ADVISORS, LLC 1.66% 29,405 $6.9M
24 USAdvisors Wealth Management, LLC 1.54% 20,182 $5K
25 BEACON FINANCIAL GROUP 1.52% 60,734 $15.3M
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 WORLD FD (MGC)

What does the Smart Money Trend signal show for MGC?

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

Slight buying edge — 55% buying: Last quarter: 224 funds bought or added vs 185 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 MGC holders?

Elite ownership — 48% AUM from top-100 funds: 21 of 483 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MGC. 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 MGC?

58% of holders stayed for 2+ years: 281 out of 483 hedge funds have held MGC 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.