Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (VDE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — VDE

Based on 620 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VDE 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 (97% of max)

97% of all-time peak
620 hedge funds hold VDE 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 VDE is almost the same as a year ago (-7 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

297 buying253 selling
Last quarter: 297 funds bought or added vs 253 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 VDE position: 70 → 37 → 52 → 78. 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+) ■ 20% medium ■ 13% new
416 out of 620 hedge funds have held VDE 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

98 → 70 → 37 → 52 → 78 new funds/Q
New funds entering each quarter: 70 → 37 → 52 → 78. A growing number of institutions are discovering VDE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 13% 1-2yr ■ 18% new
Of 626 current holders: 431 (69%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
24 of 620 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VDE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: VDE

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

Market Analysis: VDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VDE

-- --

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.

41 top-rated funds 8 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: VDE
2026 Q1 Stats Unlock in 10 days 626 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 626 600 4.33%
13F Shares 19M 20M -1.49%
Total Value $2.44B $2.48B -1.38%
New Positions 79 53 +26
Increased Positions 225 218 +7
Closed Positions 53 62 -9
Reduced Positions 213 220 -7
Total Calls 4 5 -20.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: VDE

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

626 + investors

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

Top 25 institutional holders of VDE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALLEN WEALTH MANAGEMENT, LLC 9.41% 108,606 $18.8M
2 Beacon Capital Management, Inc. 7.02% 720,530 $124.7M
3 Stegent Equity Advisors, Inc. 4.78% 32,409 $5.6M
4 Retireful, LLC 3.80% 15,588 $2.7M
5 Uptown Financial Advisors LLC 3.51% 25,528 $4.4M
6 North Forty Two & Co. 3.20% 20,022 $3.5M
7 Indie Asset Partners, LLC 2.93% 14,847 $2.6M
8 Flatrock Wealth Partners LLC 2.77% 35,643 $6.2M
9 STAPP WEALTH MANAGEMENT, PLLC 2.53% 11,470 $2.0M
10 GoalFusion Wealth Management, LLC 2.47% 31,495 $5.4M
11 CMH Wealth Management LLC 2.32% 78,038 $13.5M
12 Berkeley Capital Partners, LLC 2.16% 53,817 $9.3M
13 Guardian Wealth Management, LLC 2.14% 40,860 $7.1M
14 Smallwood Wealth Investment Management, LLC 2.08% 22,817 $3.9M
15 SEAMOUNT FINANCIAL GROUP INC 2.06% 26,464 $4.6M
16 Gerald Baker Financial Group LLC 2.04% 42,592 $5.2M
17 PARTNERS WEALTH MANAGEMENT, LLC 1.96% 11,011 $1.9M
18 Hershey Financial Advisers, LLC 1.82% 12,187 $2.1M
19 Cherry Creek Investment Advisors, Inc. 1.74% 23,082 $4.0M
20 GREENWOOD GEARHART LLC 1.70% 181,711 $31.4M
21 My Personal CFO, LLC 1.63% 21,456 $3.7M
22 Dunhill Financial, LLC 1.61% 39,536 $6.8M
23 Financial Freedom, LLC 1.53% 17,784 $3.1M
24 Bonfire Financial 1.52% 11,674 $2.0M
25 Grove Bank & Trust 1.50% 76,790 $13.3M
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 (VDE)

What does the Smart Money Trend signal show for VDE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VDE 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 VDE?

Slight buying edge — 54% buying: Last quarter: 297 funds bought or added vs 253 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 VDE holders?

Elite ownership — 40% AUM from top-100 funds: 24 of 620 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VDE. 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 VDE?

67% of holders stayed for 2+ years: 416 out of 620 hedge funds have held VDE 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.