Vanguard Wellington Fd (VFMO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Vanguard Wellington Fd (VFMO) following the 2026 Q1 hedge fund 13F filings?

As of today, VFMO has moved +7.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +7.6%. Since the quarter end (March 31, 2026), VFMO gained +23.1% vs +13.0% 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 (VFMO)

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

Smart Money Signals — VFMO

Based on 170 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added VFMO 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

170 hedge funds hold VFMO 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 — +27% more funds vs a year ago

fund count last 6Q

+36 new funds entered over the past year (+27% 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 — 66% buying

104 buying54 selling

Last quarter: 104 funds were net buyers (31 opened a brand new position + 73 added to an existing one). Only 54 were sellers (38 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 19 → 28 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 34% long-term, 28% new

■ 34% conviction (2yr+) ■ 38% medium ■ 28% new

Of the 170 current holders: 58 (34%) held >2 years, 64 held 1–2 years, and 48 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.

🚀

Acceleration phase — new buyers rushing in

30 → 19 → 19 → 28 → 31 new funds/Q

New funds entering each quarter: 19 → 19 → 28 → 31. 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.

📊

Mixed cohorts — 36% veterans, 40% new entrants

■ 36% veterans ■ 25% 1-2yr ■ 40% new

Of 174 current holders: 62 (36%) held 2+ years, 43 held 1–2 years, 69 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

13 of 169 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	169	155	9.03%
13F Shares	3M	3M	6.76%
Total Value	$614M	$586M	4.78%
New Positions	31	28	+3
Increased Positions	73	61	+12
Closed Positions	17	8	+9
Reduced Positions	37	41	-4
Total Calls	3	0	100%
Total Puts	2	0	100%
PUT/CALL Ratio	0.67	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

169

155

9.03%

13F Shares

6.76%

Total Value

$614M

$586M

4.78%

New Positions

Increased Positions

+12

Closed Positions

Reduced Positions

-4

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

0.67

0.0

Bullish

Institutional Holders (2026 Q1)

169 + investors

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

QUARTER:

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

Top 25 VFMO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Win Advisors, Inc	5.01%	55,549	$10.9M
2	Systelligence, LLC	3.95%	103,048	$20.3M
3	Strategic Financial Services, Inc.	2.68%	285,538	$56.3M
4	Cabot Wealth Management Inc	2.66%	117,522	$23.2M
5	Ritholtz Wealth Management	2.42%	707,199	$139.4M
6	Anderson Hoagland & Co	1.94%	114,226	$22.5M
7	Financial Freedom, LLC	1.89%	19,229	$3.8M
8	Lincoln Capital Corp	1.87%	25,711	$5.1M
9	Wilkins Miller Wealth Management, LLC	1.70%	14,242	$2.8M
10	Valued Retirements, Inc.	1.66%	8,627	$1.7M
11	Armbruster Capital Management, Inc.	1.60%	49,616	$9.8M
12	Financial Partners Group, Inc	1.24%	52,775	$10.4M
13	Hobart Private Capital, LLC	1.24%	32,046	$6.3M
14	Nova Wealth Management, Inc.	0.99%	7,718	$1.5M
15	Caitlin John, LLC	0.97%	8,216	$1.6M
16	Davidson Investment Advisors	0.95%	127,332	$19.3M
17	Odyssey Capital Advisors, Inc.	0.89%	5,018	$989K
18	Aspect Partners, LLC	0.79%	9,823	$1.9M
19	Nova R Wealth, Inc.	0.76%	12,037	$2.4M
20	Redwood Family Wealth LLC	0.72%	3,750	$739K
21	TFB Advisors LLC	0.71%	6,925	$1.4M
22	Great Valley Advisor Group, INC.	0.58%	160,647	$31.7M
23	Riverview Trust Co	0.52%	2,128	$419K
24	Builder Investment Group Inc /Adv	0.51%	11,918	$2.3M
25	Partners Wealth Management, LLC	0.50%	2,438	$481K

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 (VFMO)

What does the Smart Money Trend signal show for VFMO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VFMO 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 VFMO?

More buyers than sellers — 66% buying: Last quarter: 104 funds were net buyers (31 opened a brand new position + 73 added to an existing one). Only 54 were sellers (38 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFMO holders?

Smaller funds dominant — 11% AUM from top-100: 13 of 169 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 VFMO?

Mixed — 34% long-term, 28% new: Of the 170 current holders: 58 (34%) held >2 years, 64 held 1–2 years, and 48 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.

Is it too late to buy Vanguard Wellington Fd (VFMO) following the 2026 Q1 hedge fund 13F filings?

As of today, VFMO has moved +7.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +7.6%. Since the quarter end (March 31, 2026), VFMO has gained +23.1% vs +13.0% 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 (VFMO)

Smart Money Signals — VFMO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +27% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~31 new funds per quarter

Mixed — 34% long-term, 28% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 36% veterans, 40% new entrants

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — VFMO

Hedge Fund Ownership: VFMO

Market Analysis: VFMO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VFMO

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

Hedge Fund Positioning: VFMO

Statistics: VFMO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Vanguard Wellington Fd (VFMO)

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