Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (VGT)

2K + Investors. Track Smart Money conviction in VGT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +156
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — VGT

Based on 1880 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VGT 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
1,880 hedge funds hold VGT 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 — +19% more funds vs a year ago

fund count last 6Q
+297 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

852 buying671 selling
Last quarter: 852 funds bought or added vs 671 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+80 vs last Q)

new funds entering per quarter
Funds opening a new VGT position: 117 → 199 → 163 → 243. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
1,122 out of 1,880 hedge funds have held VGT 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

188 → 117 → 199 → 163 → 243 new funds/Q
New funds entering each quarter: 117 → 199 → 163 → 243. A growing number of institutions are discovering VGT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Of 1,889 current holders: 1,132 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
29 of 1880 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in VGT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — VGT

In 2025 Q4, 852 hedge funds were net buyers of VGT (243 opened a new position, 609 added to an existing one), while 671 reduced or exited (584 trimmed, 87 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in VGT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +156 funds (more new holders than closures). Total institutional holders: 1880.

Hedge Fund Ownership: VGT

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

Market Analysis: VGT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGT

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

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

98 top-rated funds 63 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: VGT
2026 Q1 Stats Unlock in 9 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1889 1733 9.0%
13F Shares 51M 52M -1.66%
Total Value $44.35B $44.58B -0.53%
New Positions 243 164 +79
Increased Positions 626 581 +45
Closed Positions 87 102 -15
Reduced Positions 588 562 +26
Total Calls 5 5 -
Total Puts 6 6 -
PUT/CALL Ratio 1.2 1.2 Neutral

Statistics: VGT

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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of VGT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NORTHSTAR ASSET MANAGEMENT Co 17.11% 109,159 $76.2M
2 Compass Financial Group, INC/SD 15.88% 162,642 $113.5M
3 REDSTONE WEALTH MANAGEMENT, LLC 15.48% 27,848 $19.4M
4 TAIYO LIFE INSURANCE CO 13.01% 169,000 $118K
5 TRUST CO OF OKLAHOMA 12.33% 60,663 $42.3M
6 AMI INVESTMENT MANAGEMENT INC 10.99% 70,076 $48.9M
7 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10.87% 174,429 $121.7M
8 Junk Investment Group, LLC 8.91% 24,357 $17.0M
9 Winthrop Capital Management, LLC 8.24% 45,973 $32K
10 Magnolia Wealth Management, LLC 7.30% 17,951 $12.5M
11 Mokosak Advisory Group, LLC 7.21% 41,215 $28.8M
12 Wall Street Financial Group, Inc. 6.79% 16,432 $11.5M
13 FORONJY FINANCIAL LLC 6.57% 22,655 $15.8M
14 Dougherty & Associates, LLC 6.55% 10,211 $7.1M
15 RCW Management, LLC 6.52% 9,112 $6.4M
16 Elwood & Goetz Wealth Advisory Group, LLC 6.46% 54,576 $38.1M
17 ARMSTRONG ADVISORY GROUP, INC 5.98% 127,756 $89.1M
18 Madden Advisory Services, Inc. 5.85% 21,282 $14.8M
19 Wiser Wealth Management, Inc 5.83% 38,762 $27.0M
20 Wheelhouse Advisory Group LLC 5.55% 23,992 $16.7M
21 FIRST FINANCIAL CORP /IN/ 5.51% 20,097 $14.0M
22 Marotta Asset Management 5.32% 40,863 $28.9M
23 Wealth Group Ltd 5.29% 33,304 $23.2M
24 Financial Freedom, LLC 5.17% 14,866 $10.4M
25 Bravias Capital Group, LLC 5.12% 11,230 $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 WORLD FD (VGT)

What does the Smart Money Trend signal show for VGT?

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

Slight buying edge — 56% buying: Last quarter: 852 funds bought or added vs 671 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VGT holders?

Elite ownership — 52% AUM from top-100 funds: 29 of 1880 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in VGT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VGT?

60% of holders stayed for 2+ years: 1,122 out of 1,880 hedge funds have held VGT 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.