Vanguard World Fd (VHT) Hedge Fund Ownership (Q1 2026)

Vanguard World Fd (VHT)

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

Smart Money Signals — VHT

Based on 1080 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 VHT 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 (96% of max)

96% of all-time peak

1,080 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 — +4% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

437 buying495 selling

Last quarter: 495 funds reduced or exited vs 437 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 (-106 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 68 → 80 → 182 → 76. 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.

🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new

738 out of 1,080 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.

🚀

Acceleration phase — new buyers rushing in

104 → 68 → 80 → 182 → 76 new funds/Q

New funds entering each quarter: 68 → 80 → 182 → 76. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 18% new

Entry-cohort mix of 1,088 holders: 752 (69%) are 2+ year veterans, 144 entered 1–2 years ago, and 192 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

31 of 1080 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in VHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	1066	1126	-5.33%
13F Shares	21M	22M	-3.52%
Total Value	$5.32B	$6.02B	-11.62%
New Positions	72	182	-110
Increased Positions	358	377	-19
Closed Positions	132	56	+76
Reduced Positions	364	315	+49
Total Calls	4	4	-
Total Puts	4	4	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1066

1126

-5.33%

13F Shares

21M

22M

-3.52%

Total Value

$5.32B

$6.02B

-11.62%

New Positions

182

-110

Increased Positions

358

377

-19

Closed Positions

132

+76

Reduced Positions

364

315

+49

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

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.

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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VHT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wheelhouse Advisory Group LLC	7.58%	89,830	$26.9M
2	Allied Investment Advisors, LLC	6.79%	180,940	$54.1M
3	Southern Capital Services Inc /Adv	6.78%	40,402	$12.1M
4	Beacon Capital Management, Inc.	5.61%	310,253	$92.8M
5	Paragon Financial Partners, INC.	5.28%	32,467	$9.9M
6	Lakeshore Financial Planning, Inc.	4.95%	51,457	$15.4M
7	Adaptive Financial Consulting, LLC	4.66%	44,515	$13.3M
8	TrueWealth Financial Partners	4.60%	37,253	$11.1M
9	Mosley Wealth Management	3.54%	37,158	$11.1M
10	PGIM Custom Harvest LLC	3.40%	909,110	$271.8M
11	Capital Advantage, Inc.	3.24%	88,732	$26.5M
12	Chokshi & Queen Wealth Advisors, Inc	2.99%	21,584	$6.5M
13	RCW Management, LLC	2.96%	11,037	$3.3M
14	Invictus Private Wealth, LLC	2.85%	177,385	$53.0M
15	Everett Harris & Co /Ca/	2.69%	733,600	$219.4M
16	Cedar Mountain Advisors, LLC	2.69%	52,193	$15.6M
17	Ballast, Inc.	2.60%	46,127	$13.8M
18	Trust Co of Oklahoma	2.59%	33,654	$10.1M
19	Marotta Asset Management	2.53%	50,601	$15.2M
20	Washington Growth Strategies LLC	2.47%	14,873	$4.4M
21	Altfest L J & Co Inc	2.36%	81,445	$24.4M
22	DMKC Advisory Services, LLC	2.33%	41,280	$12.3M
23	North Forty Two & Co.	2.29%	9,025	$2.7M
24	Sharper & Granite LLC	2.29%	24,689	$7.4M
25	Madden Advisory Services, Inc.	2.29%	21,316	$6.4M

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?

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

More sellers than buyers — 47% buying: Last quarter: 495 funds reduced or exited vs 437 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 VHT holders?

Elite ownership — 43% AUM from top-100 funds: 31 of 1080 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in VHT. 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 VHT?

68% of holders stayed for 2+ years: 738 out of 1,080 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.

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Vanguard World Fd (VHT)

Smart Money Signals — VHT

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +4% more funds vs a year ago

More sellers than buyers — 47% buying

Fewer new buyers each quarter (-106 vs last Q)

68% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 69% veterans vs 18% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — VHT

Hedge Fund Ownership: VHT

Market Analysis: VHT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VHT

Hedge Fund Positioning: VHT

Statistics: VHT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard World Fd (VHT)

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