Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VB)

2K + Investors. Track Smart Money conviction in VB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +129
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — VB

Based on 2154 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 VB 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
2,154 hedge funds hold VB 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 — +8% more funds vs a year ago

fund count last 6Q
+161 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

1154 buying791 selling
Last quarter: 1,154 funds bought or added vs 791 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 (+94 vs last Q)

new funds entering per quarter
Funds opening a new VB position: 136 → 139 → 145 → 239. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
1,447 out of 2,154 hedge funds have held VB 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.
💎

Buying through price weakness — shares +57%, value +8%

Value
+8%
Shares
+56%
Last quarter: funds added +57% more shares while total portfolio value only changed +8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

224 → 136 → 139 → 145 → 239 new funds/Q
New funds entering each quarter: 136 → 139 → 145 → 239. A growing number of institutions are discovering VB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 2,162 current holders: 1,410 (65%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
30 of 2154 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in VB. 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.

Institutional Sentiment Summary — VB

In 2025 Q4, 1154 hedge funds were net buyers of VB (239 opened a new position, 915 added to an existing one), while 791 reduced or exited (681 trimmed, 110 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in VB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +129 funds (more new holders than closures). Total institutional holders: 2154.

Hedge Fund Ownership: VB

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

Market Analysis: VB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VB

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

106 top-rated funds 113 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: VB
2026 Q1 Stats Unlock in 8 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2162 2034 6.29%
13F Shares 238M 151M 56.86%
Total Value $41.49B $38.32B 8.25%
New Positions 239 145 +94
Increased Positions 929 820 +109
Closed Positions 110 107 +3
Reduced Positions 688 779 -91
Total Calls 4 3 33.33%
Total Puts 4 6 -33.33%
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: VB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of VB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investments & Financial Planning, LLC 21.21% 148,729 $39.0M
2 Brown Financial Advisory 18.36% 141,352 $37.0M
3 Sharp Wealth Advisory, LLC 14.74% 113,964 $29.8M
4 Gibraltar Capital Management, Inc. 12.63% 280,039 $73.3M
5 BLUESTEM FINANCIAL ADVISORS, LLC 12.50% 123,580 $32.4M
6 BCK Partners, Inc. 11.59% 81,950 $21.5M
7 Koesten, Hirschmann & Crabtree, INC. 11.19% 87,707 $23.0M
8 SEARCY FINANCIAL SERVICES INC /ADV 10.81% 111,329 $29.2M
9 MBE Wealth Management, LLC 10.79% 99,166 $26.0M
10 MilWealth Group LLC 10.77% 172,797 $45.3M
11 MPS Loria Financial Planners, LLC 10.67% 154,343 $40.4M
12 Whelan Financial 10.50% 129,152 $33.8M
13 GOLDEN ROAD ADVISORS LLC 10.48% 69,458 $18.2M
14 BURRUS FINANCIAL SERVICES, INC. 10.22% 85,257 $22.3M
15 Arbor Wealth Advisors LLC 9.26% 50,376 $13.2M
16 Fiduciary Wealth Partners, LLC 9.08% 52,967 $13.9M
17 White Wing Wealth Management 8.72% 55,450 $14.5M
18 McClarren Financial Advisors, Inc. 8.64% 55,739 $14.6M
19 Fusion Family Wealth, LLC 8.64% 441,733 $115.7M
20 ATMOS ADVISORY, LLC 8.54% 57,413 $15.0M
21 Heartwood Wealth Advisors LLC 8.48% 371,133 $97.2M
22 Plus Group Wealth Advisors LLC 8.45% 29,339 $7.7M
23 Ramiah Investment Group 8.32% 31,598 $8.3M
24 GRIMES & Co WEALTH MANAGEMENT, LLC 8.27% 1,140,780 $298.8M
25 FIDUCIARY ADVISORS, INC. 8.22% 41,765 $10.9M
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 INDEX FDS (VB)

What does the Smart Money Trend signal show for VB?

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

Slight buying edge — 59% buying: Last quarter: 1,154 funds bought or added vs 791 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 VB holders?

Elite ownership — 43% AUM from top-100 funds: 30 of 2154 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in VB. 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 VB?

67% of holders stayed for 2+ years: 1,447 out of 2,154 hedge funds have held VB 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.