Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard World Fd (VDC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — VDC

Based on 627 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VDC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
627 hedge funds hold VDC 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VDC is almost the same as a year ago (+12 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

285 buying269 selling
Last quarter: 285 funds bought or added vs 269 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 (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 40 → 91 → 70. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 15% new
409 out of 627 hedge funds have held VDC 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.
🚀

Acceleration phase — new buyers rushing in

63 → 62 → 40 → 91 → 70 new funds/Q
New funds entering each quarter: 62 → 40 → 91 → 70. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 630 holders: 413 (66%) are 2+ year veterans, 90 entered 1–2 years ago, and 127 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
27 of 625 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in VDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — VDC

In 2026 Q1, 285 hedge funds were net buyers of VDC (70 opened a new position, 215 added to an existing one), while 269 reduced or exited (198 trimmed, 71 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 54% of total institutional value in VDC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 627.

Hedge Fund Ownership: VDC

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

Market Analysis: VDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VDC

-- --

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

Is It Too Late to Buy Vanguard World Fd (VDC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VDC has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 49d ago
VDC
+2.0%
SPY
-99.6%

VDC outperformed SPY by +101.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 4d ago
VDC
-1.4%
SPY
-99.6%

Since the filing became public, VDC outperformed SPY by +98.2% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 9 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: VDC
2026 Q2 Stats Unlock in 1 days 619 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 619 627 -1.28%
13F Shares 15M 15M 3.35%
Total Value $3.17B $2.91B 8.91%
New Positions 67 91 -24
Increased Positions 213 186 +27
Closed Positions 75 55 +20
Reduced Positions 195 208 -13
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: VDC

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Institutional Holders (2026 Q2)

619 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VDC. 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.
Top 25 VDC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Compass Financial Group, INC/SD 11.41% 440,884 $99.4M
2 Blackston Financial Advisory Group, LLC 5.67% 44,628 $10.1M
3 Beacon Capital Management, Inc. 5.04% 369,724 $83.4M
4 Redstone Wealth Management, LLC 4.48% 30,477 $6.9M
5 TrueWealth Financial Partners 4.11% 44,159 $10.0M
6 Blankinship & Foster, LLC 3.76% 82,532 $18.6M
7 Seldon Capital LP 3.36% 47,593 $10.7M
8 HC Advisors, LLC 3.32% 24,283 $5.5M
9 Junk Investment Group, LLC 3.02% 30,224 $6.8M
10 Weitzel Financial Services, Inc. 2.99% 38,249 $8.8M
11 Southern Capital Services Inc /Adv 2.92% 23,050 $5.2M
12 Opus Financial Solutions LLC 2.59% 14,233 $3.2M
13 Marotta Asset Management 2.35% 62,451 $14.1M
14 Mosley Wealth Management 2.25% 31,315 $7.1M
15 Hippocratic Financial Advisors, LLC 2.21% 25,990 $5.9M
16 Strategic Advocates LLC 2.15% 2,462 $555K
17 RCW Management, LLC 1.97% 9,768 $2.2M
18 Bonfire Financial 1.92% 13,277 $3.0M
19 Tranquilli Financial Advisor LLC 1.92% 15,824 $3.6M
20 Madden Advisory Services, Inc. 1.86% 23,035 $5.2M
21 Financial Advisory Partners, LLC 1.78% 30,289 $6.8M
22 Lighthouse Financial Services Inc /Adv 1.73% 36,451 $8.2M
23 Calder Financial LLC 1.63% 7,668 $1.7M
24 Richmond Brothers, Inc. 1.49% 12,679 $2.9M
25 Pursue Wealth Partners LLC 1.45% 11,498 $2.6M
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 (VDC)

What does the Smart Money Trend signal show for VDC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VDC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VDC?

Slight buying edge — 51% buying: Last quarter: 285 funds bought or added vs 269 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 VDC holders?

Elite ownership — 54% AUM from top-100 funds: 27 of 625 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in VDC. 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 VDC?

65% of holders stayed for 2+ years: 409 out of 627 hedge funds have held VDC 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 World Fd (VDC) following the 2026 Q2 hedge fund 13F filings?

As of today, VDC has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +98.2%. Since the quarter end (June 30, 2026), VDC has gained +2.0% 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.

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.

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