Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (MGK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +67
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — MGK

Based on 906 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 MGK 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
906 hedge funds hold MGK 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
+130 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

432 buying343 selling
Last quarter: 432 funds bought or added vs 343 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 (+26 vs last Q)

new funds entering per quarter
Funds opening a new MGK position: 67 → 101 → 97 → 123. 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+) ■ 23% medium ■ 20% new
521 out of 906 hedge funds have held MGK 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

115 → 67 → 101 → 97 → 123 new funds/Q
New funds entering each quarter: 67 → 101 → 97 → 123. A growing number of institutions are discovering MGK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Of 912 current holders: 516 (57%) 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 — 26% AUM from major funds

26% from top-100 AUM funds
27 of 906 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: MGK

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

Market Analysis: MGK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGK

-- --

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

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

57 top-rated funds 34 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
6.6
/ 10
conviction
Hedge Fund Positioning: MGK
2026 Q1 Stats Unlock in 11 days 912 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 912 847 7.67%
13F Shares 41M 41M 0.58%
Total Value $16.99B $16.46B 3.2%
New Positions 124 97 +27
Increased Positions 312 311 +1
Closed Positions 58 57 +1
Reduced Positions 300 259 +41
Total Calls 4 5 -20.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: MGK

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Institutional Holders (2026 Q1)

912 + investors

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

Top 25 institutional holders of MGK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cassaday & Co Wealth Management LLC 29.11% 3,719,368 $1.37B
2 Erickson Financial Group, LLC 17.04% 74,021 $27.2M
3 AMARA FINANCIAL, LLC. 15.86% 62,600 $23.0M
4 Zeit Capital LLC 13.58% 55,241 $20.3M
5 Praetorian Wealth Management, Inc. 12.28% 168,397 $64.6M
6 ANGELES WEALTH MANAGEMENT, LLC 11.42% 571,184 $209.9M
7 Investment Insight Wealth Management, LLC 10.78% 27,211 $10.0M
8 Portfolio Strategies, Inc. 10.67% 234,679 $86.5M
9 Sherman Wealth Management LLC 10.18% 32,262 $11.9M
10 Blackston Financial Advisory Group, LLC 10.16% 44,115 $16.2M
11 FC Advisory LLC 10.01% 93,265 $34.3M
12 IFC Advisors LLC 9.86% 187,508 $68.9M
13 BHK Investment Advisors, LLC 9.63% 78,444 $28.8M
14 Clarus Wealth Advisors 8.73% 54,724 $20.5M
15 Gratus Wealth Advisors, LLC 8.64% 162,614 $59.8M
16 Black Diamond Financial, LLC 8.36% 208,474 $76.6M
17 PETREDIS INVESTMENT ADVISORS LLC 8.27% 275,168 $101.1M
18 Randall & Associates Wealth Management 8.22% 33,191 $12.2M
19 Wells Financial Advisors INC 8.02% 4,800 $1.8M
20 Leelyn Smith, LLC 7.83% 152,036 $55.9M
21 FSC Wealth Advisors, LLC 7.52% 1,072 $394K
22 Bernardo Wealth Planning LLC 7.48% 103,956 $38.2M
23 WAYSTONE ADVISORS LLC 7.12% 21,681 $8.0M
24 Cedar Point Capital Partners, LLC 6.93% 29,056 $10.7M
25 Fingerlakes Wealth Management, Inc. 6.87% 28,184 $10.4M
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 WORLD FD (MGK)

What does the Smart Money Trend signal show for MGK?

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

Slight buying edge — 56% buying: Last quarter: 432 funds bought or added vs 343 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 MGK holders?

Strong quality — 26% AUM from major funds: 27 of 906 holders rank in the top 100 by AUM, accounting for 26% 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 MGK?

58% of holders stayed for 2+ years: 521 out of 906 hedge funds have held MGK 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.