Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (VEGN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
80%

Smart Money Signals — VEGN

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VEGN 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
48 hedge funds hold VEGN 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 80% buying

24 buying6 selling
Last quarter: 24 funds were net buyers (17 opened a brand new position + 7 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new VEGN position: 8 → 5 → 4 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 35% new

■ 38% conviction (2yr+) ■ 27% medium ■ 35% new
Of the 48 current holders: 18 (38%) held >2 years, 13 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +81% but shares only +15% — price-driven

Value
+81%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +81%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

5 → 8 → 5 → 4 → 17 new funds/Q
New funds entering each quarter: 8 → 5 → 4 → 17. 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 — 40% veterans vs 38% newcomers

■ 40% veterans ■ 23% 1-2yr ■ 38% new
Entry-cohort mix of 48 holders: 19 (40%) are 2+ year veterans, 11 entered 1–2 years ago, and 18 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
8 of 48 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VEGN

In 2026 Q2, 24 hedge funds were net buyers of VEGN (17 opened a new position, 7 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: VEGN

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

Market Analysis: VEGN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VEGN

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: VEGN
48 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 32 50.0%
13F Shares 404K 351K 15.1%
Total Value $15M $9M 81.3%
New Positions 17 4 +13
Increased Positions 7 9 -2
Closed Positions 1 8 -7
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VEGN

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Financial Highlights

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Institutional Holders (2026 Q2)

48 + investors

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

QUARTER:
Top 25 VEGN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Joel Adams & Associates, Inc. 0.51% 9,745 $802K
2 Sunrise Financial Services, LLC 0.51% 10,357 $852K
3 Capital City Trust Co/Fl 0.34% 19,781 $1.6M
4 GAM Holding AG 0.09% 18,170 $1.0M
5 Kingswood Wealth Advisors, LLC 0.08% 23,314 $1.9M
6 Allegheny Financial Group 0.05% 5,845 $481K
7 Redwood Park Advisors LLC 0.02% 418 $34K
8 First Community Trust NA 0.02% 595 $49K
9 PFG Investments, LLC 0.02% 5,519 $454K
10 DHJJ Financial Advisors, Ltd. 0.02% 714 $59K
11 Howe & Rusling Inc 0.02% 3,397 $279K
12 Angeles Wealth Management, LLC 0.02% 4,000 $329K
13 SOA Wealth Advisors, LLC. 0.01% 1,000 $82K
14 Nations Financial Group Inc, /Ia/ /Adv 0.01% 2,934 $241K
15 Flagship Wealth Advisors, LLC 0.01% 595 $49K
16 Garde Capital, Inc. 0.01% 2,531 $208K
17 Composition Wealth, LLC 0.01% 7,763 $639K
18 Wealthfront Advisers LLC 0.01% 31,703 $2.6M
19 Rossby Financial, LCC 0.00% 322 $26K
20 Sankala Group LLC 0.00% 85 $7K
21 Anchor Bay Capital, Inc. 0.00% 70 $5K
22 Transamerica Financial Advisors, LLC 0.00% 266 $22K
23 Beacon Pointe Advisors, LLC 0.00% 4,550 $374K
24 Financial Engines Advisors L.L.C. 0.00% 4,403 $362K
25 TD Waterhouse Canada Inc. 0.00% 2,366 $195K
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 — ETF Ser Solutions (VEGN)

What does the Smart Money Trend signal show for VEGN?

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

More buyers than sellers — 80% buying: Last quarter: 24 funds were net buyers (17 opened a brand new position + 7 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VEGN holders?

Smaller funds dominant — 11% AUM from top-100: 8 of 48 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VEGN?

Mixed — 38% long-term, 35% new: Of the 48 current holders: 18 (38%) held >2 years, 13 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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