Vanguard Wellington Fd (VFMF) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Vanguard Wellington Fd (VFMF) following the 2026 Q2 hedge fund 13F filings?

As of today, VFMF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VFMF gained +5.5% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Vanguard Wellington Fd (VFMF)

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

Smart Money Signals — VFMF

Based on 93 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added VFMF 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

93 hedge funds hold VFMF 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 — +41% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+41% 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 — 70% buying

62 buying26 selling

Last quarter: 62 funds were net buyers (21 opened a brand new position + 41 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new VFMF position: 16 → 9 → 12 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 26% medium ■ 33% new

38 out of 93 hedge funds have held VFMF 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

6 → 16 → 9 → 12 → 21 new funds/Q

New funds entering each quarter: 16 → 9 → 12 → 21. A growing number of institutions are discovering VFMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 37% veterans, 45% new entrants

■ 37% veterans ■ 18% 1-2yr ■ 45% new

Of 93 current holders: 34 (37%) held 2+ years, 17 held 1–2 years, 42 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

10 of 93 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	93	81	14.81%
13F Shares	2M	1M	7.77%
Total Value	$215M	$218M	-1.26%
New Positions	21	12	+9
Increased Positions	41	33	+8
Closed Positions	9	6	+3
Reduced Positions	16	19	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

14.81%

13F Shares

7.77%

Total Value

$215M

$218M

-1.26%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

93 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VFMF. 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 VFMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Systelligence, LLC	4.75%	160,678	$28.4M
2	Anderson Hoagland & Co	4.20%	302,472	$53.5M
3	Storen Legacy Partners, LLC	2.76%	57,126	$10.1M
4	Rooted Wealth Advisors, Inc.	2.36%	54,569	$9.7M
5	Advisortrust Partners, LLC	2.06%	34,070	$6.0M
6	Cedar Point Capital Partners, LLC	1.62%	15,926	$2.8M
7	TFB Advisors LLC	1.50%	19,206	$3.4M
8	Resolute Wealth Advisor, INC.	1.25%	14,185	$2.2M
9	Barnes Pettey Financial Advisors, LLC	1.13%	20,336	$3.6M
10	Baron Silver Stevens Financial Advisors, LLC	0.96%	43,048	$7.6M
11	Seed Wealth Management, Inc.	0.74%	6,650	$1.2M
12	RHS Financial, LLC	0.57%	7,967	$1.4M
13	Partners in Financial Planning	0.52%	19,325	$3.4M
14	Walkner Condon Financial Advisors LLC	0.31%	15,363	$2.7M
15	Greenline Wealth Management LLC	0.30%	2,085	$369K
16	Harbor Asset Planning, Inc.	0.30%	2,266	$401K
17	Calton & Associates, INC.	0.30%	11,419	$2.0M
18	Victory Financial Group, LLC	0.28%	15,156	$2.7M
19	Perryman Financial Advisory Inc /Ad	0.22%	9,442	$1.7M
20	Centric Wealth Management	0.22%	7,610	$1.4M
21	Capital Square, LLC	0.21%	2,627	$472K
22	Onyx Bridge Wealth Group LLC	0.20%	12,461	$2.2M
23	Cassia Capital Partners, LLC	0.18%	2,136	$378K
24	Coquina Private Wealth LLC	0.17%	1,404	$248K
25	Geneos Wealth Management Inc.	0.16%	44,273	$7.8M

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 Wellington Fd (VFMF)

What does the Smart Money Trend signal show for VFMF?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added VFMF 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 VFMF?

More buyers than sellers — 70% buying: Last quarter: 62 funds were net buyers (21 opened a brand new position + 41 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFMF holders?

Strong quality — 21% AUM from major funds: 10 of 93 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VFMF?

41% of holders stayed for 2+ years: 38 out of 93 hedge funds have held VFMF 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 Wellington Fd (VFMF) following the 2026 Q2 hedge fund 13F filings?

As of today, VFMF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VFMF has gained +5.5% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 Wellington Fd (VFMF)

Smart Money Signals — VFMF

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+9 vs last Q)

41% of holders stayed for 2+ years

Growing discovery — still being found

Mixed cohorts — 37% veterans, 45% new entrants

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — VFMF

Hedge Fund Ownership: VFMF

Market Analysis: VFMF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VFMF

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

Hedge Fund Positioning: VFMF

Statistics: VFMF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Wellington Fd (VFMF)

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