Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (MGV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — MGV

Based on 494 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added MGV 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
494 hedge funds hold MGV 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 — +20% more funds vs a year ago

fund count last 6Q
+82 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

245 buying180 selling
Last quarter: 245 funds bought or added vs 180 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.
➡️

Steady new buyers — ~59 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 59 → 51 → 56 → 59. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 20% new
259 out of 494 hedge funds have held MGV 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.
➡️

Steady discovery — ~59 new funds/quarter

64 → 59 → 51 → 56 → 59 new funds/Q
New funds entering each quarter: 59 → 51 → 56 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 17% 1-2yr ■ 31% new
Of 495 current holders: 261 (53%) 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
22 of 494 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.
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: MGV

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

Market Analysis: MGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGV

-- --

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.

30 top-rated funds 20 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: MGV
2026 Q1 Stats Unlock in 11 days 495 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 495 471 5.1%
13F Shares 54M 53M 2.12%
Total Value $7.60B $7.30B 4.04%
New Positions 59 56 +3
Increased Positions 186 186 -
Closed Positions 34 45 -11
Reduced Positions 150 126 +24
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: MGV

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)

495 + investors

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

Top 25 institutional holders of MGV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Zeit Capital LLC 18.33% 188,930 $27.4M
2 Braeburn Wealth Management LLC 16.73% 201,924 $29.3M
3 Integrated Capital Management, LLC 12.60% 206,175 $29.9M
4 Black Diamond Financial, LLC 11.66% 737,261 $106.9M
5 Sheridan Capital Management, LLC 11.40% 149,182 $21.6M
6 Marmo Financial Group, LLC 10.86% 151,239 $21.9M
7 BHK Investment Advisors, LLC 10.68% 220,541 $32.0M
8 Praetorian Wealth Management, Inc. 10.46% 368,740 $55.0M
9 Pachira Investments Inc. 7.97% 117,715 $17.1M
10 FSC Wealth Advisors, LLC 7.92% 2,861 $415K
11 AMARA FINANCIAL, LLC. 7.25% 72,513 $10.5M
12 Avid Wealth Partners LLC 6.91% 100,874 $14.6M
13 Bernardo Wealth Planning LLC 6.01% 211,847 $30.7M
14 Gladwyn Financial Advisors, Inc. 5.89% 58,413 $8.5M
15 Fingerlakes Wealth Management, Inc. 5.36% 55,723 $8.1M
16 WAYSTONE ADVISORS LLC 5.20% 40,127 $5.8M
17 Cornerstone Financial Management LLC 4.93% 37,099 $5.4M
18 ASSETMARK, INC 4.61% 15,596,695 $2.26B
19 Entelevest, LLC 4.52% 31,168 $4.5M
20 PETREDIS INVESTMENT ADVISORS LLC 4.35% 367,428 $53.3M
21 Compass Planning Associates Inc 4.09% 44,086 $6.4M
22 Retirement Management Systems Inc. 3.96% 113,341 $16.4M
23 Capital Advantage, Inc. 3.75% 197,725 $28.7M
24 KICKSTAND VENTURES, LLC. 3.73% 122,075 $17.7M
25 Capital Planning LLC 3.35% 71,058 $10.3M
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 (MGV)

What does the Smart Money Trend signal show for MGV?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added MGV 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 MGV?

Slight buying edge — 58% buying: Last quarter: 245 funds bought or added vs 180 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 MGV holders?

Strong quality — 33% AUM from major funds: 22 of 494 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 MGV?

52% of holders stayed for 2+ years: 259 out of 494 hedge funds have held MGV 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.