Vanguard Index Fds (VBK) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Vanguard Index Fds (VBK) following the 2026 Q2 hedge fund 13F filings?

As of today, VBK has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.8%. Since the quarter end (June 30, 2026), VBK gained +0.2% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Vanguard Index Fds (VBK)

1K + Investors. Track Smart Money conviction in VBK. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VBK

Based on 1211 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added VBK 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

1,211 hedge funds hold VBK 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 — +15% more funds vs a year ago

fund count last 6Q

+161 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

537 buying508 selling

Last quarter: 537 funds bought or added vs 508 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.

⚠️

Fewer new buyers each quarter (-46 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 116 → 97 → 165 → 119. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new

742 out of 1,211 hedge funds have held VBK 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

73 → 116 → 97 → 165 → 119 new funds/Q

New funds entering each quarter: 116 → 97 → 165 → 119. A growing number of institutions are discovering VBK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new

Entry-cohort mix of 1,217 holders: 776 (64%) are 2+ year veterans, 180 entered 1–2 years ago, and 261 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

33 of 1209 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VBK. 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	1196	1190	0.5%
13F Shares	40M	41M	-3.17%
Total Value	$11.86B	$12.53B	-5.41%
New Positions	111	165	-54
Increased Positions	412	430	-18
Closed Positions	105	78	+27
Reduced Positions	406	382	+24
Total Calls	5	4	25.0%
Total Puts	3	2	50.0%
PUT/CALL Ratio	0.6	0.5	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1196

1190

0.5%

13F Shares

40M

41M

-3.17%

Total Value

$11.86B

$12.53B

-5.41%

New Positions

111

165

-54

Increased Positions

412

430

-18

Closed Positions

105

+27

Reduced Positions

406

382

+24

Total Calls

25.0%

Total Puts

50.0%

PUT/CALL Ratio

0.6

0.5

Bullish

Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VBK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BHK Investment Advisors, LLC	9.40%	86,081	$31.5M
2	Gladwyn Financial Advisors, Inc.	8.17%	35,730	$13.1M
3	Vawter Financial, Ltd.	7.04%	51,083	$18.7M
4	Cohen Klingenstein LLC	6.71%	641,022	$234.4M
5	Forbes Financial Planning, Inc.	5.85%	29,829	$10.9M
6	Fee-Only Financial Planning, L.C.	5.79%	29,523	$10.8M
7	Brickley Wealth Management	5.33%	101,567	$37.1M
8	Robinswood Financial LLC	5.27%	56,583	$14.2M
9	American Financial Advisors, LLC	5.03%	114,217	$41.8M
10	Clear Retirement Advice LLC	4.90%	19,585	$7.2M
11	Whitaker-Myers Wealth Managers, LTD.	4.78%	78,324	$28.6M
12	Rodgers & Associates, LTD	4.56%	137,533	$50.3M
13	Payne Capital Management, LLC	4.55%	46,677	$17.1M
14	Clayton Financial Group LLC	4.52%	22,375	$8.2M
15	Granville Capital, INC.	4.43%	27,098	$9.9M
16	Carolina Wealth Management Inc	4.30%	25,579	$9.4M
17	Jacobsen Capital Management	4.23%	39,584	$14.5M
18	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	4.16%	14,461	$5.3M
19	FC Advisory LLC	4.11%	42,409	$15.5M
20	Stephen J. Garry & Associates, LLC	4.08%	15,303	$5.6M
21	Veery Capital, LLC	4.08%	41,562	$15.2M
22	Strategies Wealth Advisors, LLC	4.05%	123,901	$45.3M
23	Junk Investment Group, LLC	3.78%	23,371	$8.5M
24	Rs Crum INC.	3.77%	54,988	$20.1M
25	Seek First Inc.	3.71%	16,084	$5.9M

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 (VBK)

What does the Smart Money Trend signal show for VBK?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VBK 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 VBK?

Slight buying edge — 51% buying: Last quarter: 537 funds bought or added vs 508 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 VBK holders?

Elite ownership — 42% AUM from top-100 funds: 33 of 1209 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VBK. 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 VBK?

61% of holders stayed for 2+ years: 742 out of 1,211 hedge funds have held VBK 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.

Is it too late to buy Vanguard Index Fds (VBK) following the 2026 Q2 hedge fund 13F filings?

As of today, VBK has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.8%. Since the quarter end (June 30, 2026), VBK has gained +0.2% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Vanguard Index Fds (VBK)

Smart Money Signals — VBK

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 51% buying

Fewer new buyers each quarter (-46 vs last Q)

61% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 21% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — VBK

Hedge Fund Ownership: VBK

Market Analysis: VBK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VBK

Is It Too Late to Buy Vanguard Index Fds (VBK) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VBK

Statistics: VBK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Index Fds (VBK)

Welcome to 13Foresight!