Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (VIS)

589 + Investors. Track Smart Money conviction in VIS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — VIS

Based on 589 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VIS 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
589 hedge funds hold VIS 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+111 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

259 buying212 selling
Last quarter: 259 funds bought or added vs 212 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 (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 80 → 37 → 87 → 68. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 19% new
347 out of 589 hedge funds have held VIS 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

47 → 80 → 37 → 87 → 68 new funds/Q
New funds entering each quarter: 80 → 37 → 87 → 68. A growing number of institutions are discovering VIS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 23% new
Of 593 current holders: 376 (63%) 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 — 58% AUM from top-100 funds

58% from top-100 AUM funds
32 of 589 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in VIS. 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 — VIS

In 2026 Q1, 259 hedge funds were net buyers of VIS (68 opened a new position, 191 added to an existing one), while 212 reduced or exited (166 trimmed, 46 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in VIS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 589.

Hedge Fund Ownership: VIS

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

Market Analysis: VIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VIS

-- --

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

Is It Too Late to Buy VANGUARD WORLD FD (VIS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VIS has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 50d ago
VIS
+9.0%
SPY
+42.5%

VIS outperformed SPY by -33.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
VIS
-0.5%
SPY
-1.8%

Since the filing became public, VIS outperformed SPY by +1.3% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 3 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: VIS
589 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 589 567 3.88%
13F Shares 12M 12M 1.89%
Total Value $3.78B $3.61B 4.89%
New Positions 68 87 -19
Increased Positions 190 169 +21
Closed Positions 46 33 +13
Reduced Positions 166 153 +13
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: VIS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

589 + investors

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

QUARTER:
Top 25 institutional holders of VIS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Compass Financial Group, INC/SD 6.22% 142,342 $44.4M
2 Beacon Capital Management, Inc. 5.72% 325,178 $101.5M
3 PGIM Custom Harvest LLC 4.91% 1,007,346 $314.5M
4 Richmond Brothers, Inc. 4.56% 21,940 $6.8M
5 Kinloch Capital, LLC 4.28% 33,590 $10.5M
6 Harfst & Associates, Inc. 4.03% 72,380 $22.6M
7 Cadent Capital Advisors, LLC 4.01% 49,596 $15.5M
8 Main Management LLC 3.78% 166,564 $52K
9 Bonfire Financial 3.17% 13,484 $4.2M
10 Trinity Legacy Partners, LLC 2.92% 40,108 $13.5M
11 Calder Financial LLC 2.80% 8,899 $2.8M
12 MinichMacGregor Wealth Management, LLC 2.44% 44,218 $13.8M
13 RCW Management, LLC 2.33% 7,289 $2.3M
14 Smith Asset Management Co., LLC 2.12% 7,905 $2.5M
15 Tranquilli Financial Advisor LLC 2.11% 11,566 $3.6M
16 Capital Advantage, Inc. 2.10% 51,484 $16.1M
17 Altura Wealth Advisors Inc. 2.09% 15,312 $4.8M
18 Sharper & Granite LLC 2.06% 19,319 $6.0M
19 Maltin Wealth Management, Inc. 2.04% 17,083 $5.3M
20 Strengthening Families & Communities, LLC 2.01% 25,831 $8.1M
21 FOUNDERS GROVE WEALTH PARTNERS, LLC 1.69% 23,826 $7.4M
22 FINANCIAL ADVISORY PARTNERS, LLC 1.57% 17,750 $5.5M
23 Quaker Wealth Management, LLC 1.55% 15,908 $5.0M
24 Hershey Financial Advisers, LLC 1.48% 5,479 $1.7M
25 Tandem Wealth Advisors LLC 1.44% 10,356 $3.2M
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 (VIS)

What does the Smart Money Trend signal show for VIS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VIS 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 VIS?

Slight buying edge — 55% buying: Last quarter: 259 funds bought or added vs 212 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 VIS holders?

Elite ownership — 58% AUM from top-100 funds: 32 of 589 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in VIS. 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 VIS?

59% of holders stayed for 2+ years: 347 out of 589 hedge funds have held VIS 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 (VIS) following the 2026 Q1 hedge fund 13F filings?

As of today, VIS has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), VIS has gained +9.0% vs +42.5% 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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