Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Specialized Funds (VIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — VIG

Based on 2509 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VIG 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
2,509 hedge funds hold VIG 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 — +12% more funds vs a year ago

fund count last 6Q
+278 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

1134 buying1061 selling
Last quarter: 1,134 funds bought or added vs 1,061 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.
⚠️

Fewer new buyers each quarter (-136 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 148 → 150 → 304 → 168. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
1,665 out of 2,509 hedge funds have held VIG 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

149 → 148 → 150 → 304 → 168 new funds/Q
New funds entering each quarter: 148 → 150 → 304 → 168. 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 — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 2,512 holders: 1,682 (67%) are 2+ year veterans, 361 entered 1–2 years ago, and 469 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
33 of 2503 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — VIG

In 2026 Q1, 1134 hedge funds were net buyers of VIG (168 opened a new position, 966 added to an existing one), while 1061 reduced or exited (917 trimmed, 144 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in VIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 2509.

Hedge Fund Ownership: VIG

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

Market Analysis: VIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VIG

-- --

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

Is It Too Late to Buy Vanguard Specialized Funds (VIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VIG 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 · 6d ago
VIG
+1.0%
SPY
+0.6%

VIG outperformed SPY by +0.4% since June 30, 2026.

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.

71 top-rated funds 147 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: VIG
2026 Q2 Stats Unlock in 44 days 2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2475 2485 -0.4%
13F Shares 199M 216M -7.87%
Total Value $42.05B $47.30B -11.11%
New Positions 157 304 -147
Increased Positions 956 1010 -54
Closed Positions 167 113 +54
Reduced Positions 905 808 +97
Total Calls 3 4 -25.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: VIG

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 VIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vigilare Wealth Management 5.03% 69,399 $16.4M
2 Global Wealth Strategies & Associates 4.78% 106,556 $25.2M
3 Sincerus Advisory, LLC 3.38% 21,054 $5.0M
4 Valor Advisors LLC 1.62% 8,864 $1.9M
5 Roxbury Financial LLC 0.94% 5,029 $1.2M
6 Bulwark Capital Corp 0.86% 6,485 $1.5M
7 Pps&V Asset Management Consultants, INC. 0.80% 6,252 $1.5M
8 Acima Private Wealth, LLC 0.70% 10,225 $2.4M
9 Collective Family Office LLC 0.41% 8,458 $2.0M
10 Stonebridge Financial Group, LLC 0.40% 22,082 $5.2M
11 RDA Financial Network 0.34% 6,685 $1.6M
12 Pacific Excel Wealth Advisors, Inc. 0.28% 3,008 $712K
13 Versant Capital Management, Inc 0.23% 10,915 $2.6M
14 CGN Advisors LLC 0.20% 11,441 $2.7M
15 Boltwood Capital Management 0.18% 3,400 $805K
16 Hobart Private Capital, LLC 0.18% 4,493 $1.1M
17 Hilltop National Bank 0.17% 3,274 $775K
18 First County Bank /CT/ 0.11% 1,020 $241K
19 Trinity Financial Advisors LLC 0.10% 1,607 $380K
20 Private Client Services, LLC 0.08% 1,339 $317K
21 Silverleafe Capital Partners, LLC 0.07% 1,161 $275K
22 Trilogy Capital Inc. 0.04% 4,056 $960K
23 Trust Co of the South 0.03% 975 $231K
24 CoreCap Advisors, LLC 0.03% 4,263 $1.0M
25 Eastern Bank 0.03% 7,967 $1.9M
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 Specialized Funds (VIG)

What does the Smart Money Trend signal show for VIG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VIG 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 VIG?

Slight buying edge — 52% buying: Last quarter: 1,134 funds bought or added vs 1,061 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 VIG holders?

Elite ownership — 40% AUM from top-100 funds: 33 of 2503 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in VIG. 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 VIG?

66% of holders stayed for 2+ years: 1,665 out of 2,509 hedge funds have held VIG 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 Specialized Funds (VIG) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), VIG has gained +1.0% vs +0.6% 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.

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