Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Manager Directed Portfolios (VGSR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — VGSR

Based on 89 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 VGSR 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
89 hedge funds hold VGSR 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

59 buying27 selling
Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new VGSR position: 5 → 16 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
43 out of 89 hedge funds have held VGSR 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 — ~13 new funds/quarter

6 → 5 → 16 → 7 → 13 new funds/Q
New funds entering each quarter: 5 → 16 → 7 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 30% newcomers

■ 43% veterans ■ 27% 1-2yr ■ 30% new
Entry-cohort mix of 89 holders: 38 (43%) are 2+ year veterans, 24 entered 1–2 years ago, and 27 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 89 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — VGSR

In 2026 Q1, 59 hedge funds were net buyers of VGSR (13 opened a new position, 46 added to an existing one), while 27 reduced or exited (19 trimmed, 8 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 89.

Hedge Fund Ownership: VGSR

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

Market Analysis: VGSR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGSR

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: VGSR
2026 Q2 Stats Unlock in 4 days 89 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 89 84 5.95%
13F Shares 35M 34M 3.16%
Total Value $348M $356M -2.17%
New Positions 13 7 +6
Increased Positions 46 47 -1
Closed Positions 8 6 +2
Reduced Positions 19 19 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGSR

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Institutional Holders (2026 Q2)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VGSR. 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.
Top 25 VGSR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Wealth Partners, LLC 13.24% 11,063,945 $126.0M
2 North Berkeley Wealth Management, LLC 2.10% 456,331 $5.2M
3 First Pacific Financial 2.06% 1,521,618 $17.3M
4 Allodium Investment Consultants, LLC 1.25% 257,545 $2.9M
5 SOA Wealth Advisors, LLC. 1.20% 625,963 $7.1M
6 Meritas Wealth Management, LLC 1.16% 260,974 $3.0M
7 Brighton Jones LLC 0.82% 3,867,693 $44.0M
8 Red Lighthouse Investment Management, LLC 0.79% 231,474 $2.6M
9 Pine Haven Investment Counsel, Inc 0.62% 81,487 $928K
10 PFG Investments, LLC 0.40% 902,746 $10.3M
11 Level Financial Advisors 0.26% 102,899 $1.2M
12 Powerhouse Assets LLC 0.26% 27,636 $315K
13 Ariadne Wealth Management, LP 0.23% 45,222 $515K
14 Wheels Up Wealth, Inc. 0.21% 21,639 $246K
15 Aegis Wealth Management LLC 0.20% 37,766 $430K
16 Forum Financial Management, LP 0.20% 1,355,310 $15.4M
17 Maseco LLP 0.17% 527,020 $6.0M
18 WCG Wealth Advisors LLC 0.17% 624,753 $7.1M
19 Koss-Olinger Consulting, LLC 0.17% 191,759 $2.2M
20 Mason & Associates Inc 0.15% 84,057 $957K
21 Sand Hill Global Advisors, LLC 0.14% 404,502 $4.6M
22 MB Generational Wealth, LLC 0.13% 22,994 $262K
23 Private Wealth Management Group, LLC 0.12% 45,151 $514K
24 JDH Wealth Management, LLC 0.11% 16,432 $187K
25 Wealthspire Advisors, LLC 0.10% 1,516,164 $17.3M
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 — Manager Directed Portfolios (VGSR)

What does the Smart Money Trend signal show for VGSR?

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

More buyers than sellers — 69% buying: Last quarter: 59 funds were net buyers (13 opened a brand new position + 46 added to an existing one). Only 27 were sellers (19 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGSR holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 89 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VGSR?

48% of holders stayed for 2+ years: 43 out of 89 hedge funds have held VGSR 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.

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.

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