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

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

As of today, VFVA 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), VFVA gained +9.5% vs +4.0% 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 (VFVA)

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

Smart Money Signals — VFVA

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their VFVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

92 hedge funds hold VFVA 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 VFVA is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 45% buying

36 buying44 selling

Last quarter: 44 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

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

new funds entering per quarter

Funds opening this position for the first time: 10 → 14 → 14 → 8. 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.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 16% new

56 out of 92 hedge funds have held VFVA 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.

➡️

Steady discovery — ~8 new funds/quarter

9 → 10 → 14 → 14 → 8 new funds/Q

New funds entering each quarter: 10 → 14 → 14 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 60% veterans vs 22% newcomers

■ 60% veterans ■ 18% 1-2yr ■ 22% new

Entry-cohort mix of 92 holders: 55 (60%) are 2+ year veterans, 17 entered 1–2 years ago, and 20 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds

10 of 92 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	91	93	-2.15%
13F Shares	3M	3M	-0.87%
Total Value	$336M	$334M	0.58%
New Positions	8	14	-6
Increased Positions	28	31	-3
Closed Positions	10	8	+2
Reduced Positions	33	28	+5
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

-2.15%

13F Shares

-0.87%

Total Value

$336M

$334M

0.58%

New Positions

-6

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VFVA. 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 VFVA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Burrus Financial Services, INC.	12.57%	195,002	$28.9M
2	Armbruster Capital Management, Inc.	9.55%	431,781	$64.1M
3	Anderson Hoagland & Co	2.84%	243,852	$36.2M
4	Capital Advisors Wealth Management, LLC	0.74%	42,696	$6.3M
5	Seven Bridges Advisors LLC	0.72%	10,115	$1.5M
6	Hara Capital LLC	0.67%	8,575	$1.3M
7	CoreFirst Bank & Trust	0.65%	8,839	$1.3M
8	Lebenthal Global Advisors, LLC	0.62%	31,083	$4.6M
9	Long Island Wealth Management, Inc.	0.61%	9,879	$1.5M
10	Vantagepoint Investment Advisers LLC	0.58%	524,677	$77.9M
11	Rockingstone Advisors LLC	0.43%	7,187	$1.1M
12	Compass Advisory Group LLC	0.40%	11,233	$1.7M
13	Sovereign Financial Group, Inc.	0.29%	12,741	$1.9M
14	Stonehearth Capital Management, LLC	0.26%	5,116	$759K
15	Melfa Wealth Management, INC.	0.17%	2,104	$312K
16	Daviman Financial, LLC	0.13%	1,548	$230K
17	Exit Wealth Advisors, LLC.	0.12%	1,787	$265K
18	Motive Wealth Advisors	0.11%	1,768	$262K
19	Lam Group, INC.	0.11%	1,445	$214K
20	Rwa Wealth Partners, LLC	0.10%	72,691	$10.8M
21	Smart Money Group LLC	0.10%	2,552	$379K
22	Investment Counsel Co of Nevada	0.10%	343	$51K
23	UMB Bank, n.a.	0.09%	48,898	$7.3M
24	Financial Partners Group, Inc	0.08%	5,232	$777K
25	Keystone Financial Group	0.08%	8,815	$1.3M

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 Wellington Fd (VFVA)

What does the Smart Money Trend signal show for VFVA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VFVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VFVA?

More sellers than buyers — 45% buying: Last quarter: 44 funds reduced or exited vs 36 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VFVA holders?

Smaller funds dominant — 7% AUM from top-100: 10 of 92 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VFVA?

61% of holders stayed for 2+ years: 56 out of 92 hedge funds have held VFVA 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 (VFVA) following the 2026 Q2 hedge fund 13F filings?

As of today, VFVA 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), VFVA has gained +9.5% vs +4.0% 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 (VFVA)

Smart Money Signals — VFVA

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 45% buying

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

61% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 60% veterans vs 22% newcomers

Smaller funds dominant — 7% AUM from top-100

Institutional Sentiment Summary — VFVA

Hedge Fund Ownership: VFVA

Market Analysis: VFVA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VFVA

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

Hedge Fund Positioning: VFVA

Statistics: VFVA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Wellington Fd (VFVA)

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