Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD MALVERN FDS (VGMS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
95%

Smart Money Signals — VGMS

Based on 22 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added VGMS 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 VGMS 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 — 95% buying

20 buying1 selling
Last quarter: 20 funds were net buyers (15 opened a brand new position + 5 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new VGMS position: 5 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

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 — 3% AUM from top-100

3% from top-100 AUM funds
2 of 22 holders rank in the top 100 by AUM, but together hold only 3% 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.

Institutional Sentiment Summary — VGMS

In 2025 Q4, 20 hedge funds were net buyers of VGMS (15 opened a new position, 5 added to an existing one), while 1 reduced or exited (1 trimmed their position) — a 95% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: VGMS

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

Market Analysis: VGMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGMS

-- --

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

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: VGMS
2026 Q1 Stats Unlock in 3 days 22 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 22 7 214.29%
13F Shares 397K 234K 69.86%
Total Value $20M $12M 69.3%
New Positions 15 5 +10
Increased Positions 5 2 +3
Closed Positions 0 0 -
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGMS

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 25 institutional holders of VGMS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DAHRING | CUSMANO LLC 6.01% 191,644 $9.8M
2 Holos Integrated Wealth LLC 4.01% 155,443 $7.9M
3 Buska Wealth Management, LLC 1.21% 59,255 $3.0M
4 New Capital Management LP 1.06% 84,586 $4.3M
5 D.B. Root & Company, LLC 0.81% 66,751 $3.4M
6 Rialto Wealth Management, LLC 0.78% 68,511 $3.5M
7 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.56% 18,933 $965K
8 GSG Advisors LLC 0.53% 39,756 $2.0M
9 SAGE RHINO CAPITAL LLC 0.20% 21,366 $1.1M
10 Ballast Rock Private Wealth LLC 0.16% 5,772 $294K
11 Swisher Financial Concepts, Inc. 0.14% 4,845 $247K
12 Independence Asset Advisors, LLC 0.12% 6,629 $338K
13 CRA Financial Services, LLC 0.11% 17,086 $871K
14 D'Orazio & Associates, Inc. 0.10% 15,325 $782K
15 New England Private Wealth Advisors LLC 0.03% 5,103 $260K
16 Modern Wealth Management, LLC 0.01% 14,870 $757K
17 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 15,122 $771K
18 Physician Wealth Advisors, Inc. 0.00% 448 $23K
19 Ancora Advisors LLC 0.00% 2,816 $144K
20 Beacon Pointe Advisors, LLC 0.00% 7,010 $358K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 9,735 $497K
22 CWM, LLC 0.00% 1,951 $100K
23 CITADEL ADVISORS LLC 0.00% 31,185 $1.6M
24 JANE STREET GROUP, LLC 0.00% 26,997 $1.4M
25 ROYAL BANK OF CANADA 0.00% 9,428 $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 MALVERN FDS (VGMS)

What does the Smart Money Trend signal show for VGMS?

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

More buyers than sellers — 95% buying: Last quarter: 20 funds were net buyers (15 opened a brand new position + 5 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGMS holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 22 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VGMS?

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.

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.