Vanguard World Fd (VEXC) Hedge Fund Ownership (Q2 2026)

Vanguard World Fd (VEXC)

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

Smart Money Signals — VEXC

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added VEXC 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

22 hedge funds hold VEXC right now — the highest count in 0.8 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.

🟢

More buyers than sellers — 62% buying

15 buying9 selling

Last quarter: 15 funds were net buyers (7 opened a brand new position + 8 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 13 → 7. 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.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 22 current holders: 22 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

4 of 22 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.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	22	21	4.76%
13F Shares	523K	519K	0.65%
Total Value	$40M	$45M	-11.62%
New Positions	7	13	-6
Increased Positions	8	7	+1
Closed Positions	6	2	+4
Reduced Positions	3	1	+2
Total Calls	0	0	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

4.76%

13F Shares

523K

519K

0.65%

Total Value

$40M

$45M

-11.62%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:

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

Top 20 VEXC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Channel Wealth LLC	1.44%	66,654	$6.4M
2	Rydar Equities, Inc.	0.71%	21,761	$1.3M
3	Marotta Asset Management	0.66%	41,864	$4.0M
4	Sage Capital Advisors,llc	0.17%	8,558	$822K
5	VestGen Advisors, LLC	0.05%	18,079	$1.7M
6	Clark Asset Management, LLC	0.02%	2,806	$269K
7	Old Mission Capital LLC	0.01%	8,835	$848K
8	Fairway Wealth LLC	0.01%	301	$29K
9	Hollencrest Capital Management	0.00%	438	$42K
10	Stifel Financial Corp	0.00%	14,802	$1.4M
11	Empower Advisory Group, LLC	0.00%	5,092	$489K
12	Jane Street Group, LLC	0.00%	122,148	$11.7M
13	AdvisorNet Financial, Inc	0.00%	185	$18K
14	Susquehanna International Group, LLP	0.00%	71,479	$6.9M
15	Royal Bank of Canada	0.00%	24,780	$2.4M
16	Clearstead Advisors, LLC	0.00%	289	$28K
17	Steward Partners Investment Advisory, LLC	0.00%	344	$33K
18	Raymond James Financial Inc	0.00%	5,698	$547K
19	Bank of America Corp /de/	0.00%	6,818	$655K
20	Morgan Stanley	0.00%	33	$3K

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 (VEXC)

What does the Smart Money Trend signal show for VEXC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VEXC 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 VEXC?

More buyers than sellers — 62% buying: Last quarter: 15 funds were net buyers (7 opened a brand new position + 8 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VEXC holders?

Smaller funds dominant — 11% AUM from top-100: 4 of 22 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 VEXC?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Vanguard World Fd (VEXC)

Smart Money Signals — VEXC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 62% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — VEXC

Hedge Fund Ownership: VEXC

Market Analysis: VEXC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VEXC

Hedge Fund Positioning: VEXC

Statistics: VEXC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard World Fd (VEXC)

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