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
↓ -30
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — VGT

Based on 1971 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 VGT 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 (99% of max)

99% of all-time peak
1,971 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 — +20% more funds vs a year ago

fund count last 6Q
+334 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

792 buying855 selling
Last quarter: 855 funds reduced or exited vs 792 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 (-128 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 210 → 176 → 263 → 135. 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+) ■ 22% medium ■ 17% new
1,198 out of 1,971 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.
➡️

Steady discovery — ~135 new funds/quarter

126 → 210 → 176 → 263 → 135 new funds/Q
New funds entering each quarter: 210 → 176 → 263 → 135. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 22% newcomers

■ 61% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 1,984 holders: 1,219 (61%) are 2+ year veterans, 328 entered 1–2 years ago, and 437 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
44 of 1971 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.8
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 — VGT

In 2026 Q1, 792 hedge funds were net buyers of VGT (135 opened a new position, 657 added to an existing one), while 855 reduced or exited (690 trimmed, 165 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in VGT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -30 funds (more exits than new entries). Total institutional holders: 1971.

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

-- --

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

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

Signal Freshness measures how much VGT has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
VGT
+2.5%
SPY
+4.0%

VGT outperformed SPY by -1.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
VGT
+0.0%
SPY
+0.0%

Since the filing became public, VGT outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

49 top-rated funds 71 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: VGT
2026 Q2 Stats Unlock in 3 days 2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1971 2001 -1.5%
13F Shares 45M 52M -12.04%
Total Value $36.35B $44.76B -18.78%
New Positions 135 263 -128
Increased Positions 656 634 +22
Closed Positions 165 91 +74
Reduced Positions 686 620 +66
Total Calls 6 5 20.0%
Total Puts 7 6 16.67%
PUT/CALL Ratio 1.17 1.2 Neutral

Statistics: VGT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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.

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 VGT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Copos Capital B.V. 43.09% 2,668,098 $318.9M
2 Compass Financial Group, INC/SD 19.06% 1,389,983 $166.1M
3 NORTHSTAR ASSET MANAGEMENT Co 18.58% 870,728 $98.7M
4 Redstone Wealth Management, LLC 15.12% 193,882 $23.2M
5 Trust Co of Oklahoma 14.85% 483,407 $57.8M
6 Folger Nolan Fleming Douglas Capital Management, Inc 13.48% 1,378,210 $164.7M
7 Pioneer Family Office, LLC 13.09% 212,483 $25.4M
8 Ami Investment Management Inc 12.75% 502,036 $60.0M
9 Osbon Capital Management LLC 12.52% 133,586 $16.0M
10 Marks Wealth, LLC 12.16% 469,868 $56.2M
11 Colter Lewis Investment Partners LLC 10.80% 203,251 $24.3M
12 Kinloch Capital, LLC 10.33% 236,514 $28.3M
13 Junk Investment Group, LLC 10.26% 193,838 $23.2M
14 PGIM Custom Harvest LLC 10.20% 6,813,664 $814.4M
15 Summitas Investment Management LLC 9.74% 109,709 $13.1M
16 Wall Street Financial Group, Inc. 9.70% 151,829 $18.1M
17 Mokosak Advisory Group, LLC 8.34% 322,029 $38.5M
18 Dougherty & Associates, LLC 8.01% 83,721 $10.0M
19 Thryve Wealth Management LLC 7.94% 118,926 $14.2M
20 Foronjy Financial LLC 7.94% 180,863 $21.6M
21 Elwood & Goetz Wealth Advisory Group, LLC 7.90% 446,871 $53.4M
22 Shah Wealth Advisors, LLC 7.65% 277,415 $33.2M
23 RCW Management, LLC 7.61% 71,034 $8.5M
24 Magnolia Wealth Management, LLC 7.53% 120,389 $14.4M
25 Armstrong Advisory Group, Inc 7.47% 1,027,235 $122.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VGT 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 VGT?

More sellers than buyers — 48% buying: Last quarter: 855 funds reduced or exited vs 792 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 VGT holders?

Elite ownership — 50% AUM from top-100 funds: 44 of 1971 holders are among the 100 largest funds by AUM, controlling 50% 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?

61% of holders stayed for 2+ years: 1,198 out of 1,971 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.

Is it too late to buy Vanguard World Fd (VGT) following the 2026 Q2 hedge fund 13F filings?

As of today, VGT 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), VGT has gained +2.5% 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.

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.

Full history →