Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (VHT)

1K + Investors. Track Smart Money conviction in VHT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +110
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — VHT

Based on 1058 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VHT 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
1,058 hedge funds hold VHT 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 — +8% more funds vs a year ago

fund count last 6Q
+82 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

526 buying353 selling
Last quarter: 526 funds were net buyers (162 opened a brand new position + 364 added to an existing one). Only 353 were sellers (301 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+91 vs last Q)

new funds entering per quarter
Funds opening a new VHT position: 98 → 58 → 71 → 162. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
709 out of 1,058 hedge funds have held VHT 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

100 → 98 → 58 → 71 → 162 new funds/Q
New funds entering each quarter: 98 → 58 → 71 → 162. A growing number of institutions are discovering VHT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 1,065 current holders: 713 (67%) 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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
25 of 1058 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — VHT

In 2025 Q4, 526 hedge funds were net buyers of VHT (162 opened a new position, 364 added to an existing one), while 353 reduced or exited (301 trimmed, 52 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 39% of total institutional value in VHT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +110 funds (more new holders than closures). Total institutional holders: 1058.

Hedge Fund Ownership: VHT

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

Market Analysis: VHT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VHT

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

66 top-rated funds 15 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: VHT
2026 Q1 Stats Unlock in 6 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1065 952 11.87%
13F Shares 21M 20M 8.89%
Total Value $5.94B $5.11B 16.17%
New Positions 164 71 +93
Increased Positions 369 268 +101
Closed Positions 53 77 -24
Reduced Positions 308 415 -107
Total Calls 4 4 -
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: VHT

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Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of VHT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wheelhouse Advisory Group LLC 7.69% 85,250 $23.2M
2 Allied Investment Advisors, LLC 6.70% 171,706 $46.8M
3 SOUTHERN CAPITAL SERVICES INC /ADV 6.43% 36,754 $10.0M
4 Lakeshore Financial Planning, Inc. 5.59% 56,591 $15.4M
5 Beacon Capital Management, Inc. 5.40% 352,404 $96.0M
6 PARAGON FINANCIAL PARTNERS, INC. 5.25% 33,343 $9.3M
7 Adaptive Financial Consulting, LLC 4.55% 43,668 $11.9M
8 Richmond Brothers, Inc. 4.32% 23,807 $6.5M
9 DMKC Advisory Services, LLC 4.04% 35,613 $9.7M
10 Geneva Partners, LLC 3.86% 29,538 $8.0M
11 Paradigm Capital Management, LLC/NV 3.79% 15,176 $4K
12 PGIM Custom Harvest LLC 3.76% 883,217 $240.5M
13 RCW Management, LLC 3.18% 11,384 $3.1M
14 Capital Advantage, Inc. 3.17% 89,063 $24.3M
15 INVICTUS PRIVATE WEALTH, LLC 2.97% 177,171 $48.2M
16 Cedar Mountain Advisors, LLC 2.76% 51,873 $14.1M
17 Marotta Asset Management 2.70% 53,346 $14.6M
18 TRUST CO OF OKLAHOMA 2.67% 33,643 $9.2M
19 WASHINGTON GROWTH STRATEGIES LLC 2.65% 14,873 $4.1M
20 EVERETT HARRIS & CO /CA/ 2.55% 726,205 $197.8M
21 Artesa Financial Group, LLC 2.30% 8,869 $2.4M
22 Sharper & Granite LLC 2.28% 24,460 $6.7M
23 Madden Advisory Services, Inc. 2.28% 21,211 $5.8M
24 North Forty Two & Co. 2.23% 8,874 $2.4M
25 CDKV HOLDINGS LLC 2.23% 9,311 $2.5M
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 (VHT)

What does the Smart Money Trend signal show for VHT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VHT 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 VHT?

More buyers than sellers — 60% buying: Last quarter: 526 funds were net buyers (162 opened a brand new position + 364 added to an existing one). Only 353 were sellers (301 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VHT holders?

Strong quality — 39% AUM from major funds: 25 of 1058 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VHT?

67% of holders stayed for 2+ years: 709 out of 1,058 hedge funds have held VHT 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.