Vanguard World Fd (VIS) Hedge Fund Ownership (Q2 2026)

Vanguard World Fd (VIS)

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

Smart Money Signals — VIS

Based on 619 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

619 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.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+99 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

275 buying225 selling

Last quarter: 275 funds bought or added vs 225 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.

➡️

Steady new buyers — ~73 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 37 → 87 → 69 → 73. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new

360 out of 619 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.

💰

Value +20% but shares only +5% — price-driven

Value

+20%

+4%

Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

81 → 37 → 87 → 69 → 73 new funds/Q

New funds entering each quarter: 37 → 87 → 69 → 73. A growing number of institutions are discovering VIS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 25% new

Entry-cohort mix of 623 holders: 395 (63%) are 2+ year veterans, 70 entered 1–2 years ago, and 158 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

34 of 619 holders are among the 100 largest funds by AUM, controlling 59% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	616	594	3.7%
13F Shares	13M	12M	4.47%
Total Value	$4.55B	$3.78B	20.18%
New Positions	72	69	+3
Increased Positions	202	190	+12
Closed Positions	50	43	+7
Reduced Positions	173	168	+5
Total Calls	2	2	-
Total Puts	2	2	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

616

594

3.7%

13F Shares

13M

12M

4.47%

Total Value

$4.55B

$3.78B

20.18%

New Positions

Increased Positions

202

190

+12

Closed Positions

Reduced Positions

173

168

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

616 + 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:

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

Top 25 VIS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Marks Wealth, LLC	6.45%	82,704	$29.8M
2	Compass Financial Group, INC/SD	6.14%	148,597	$53.6M
3	Beacon Capital Management, Inc.	6.12%	280,807	$101.2M
4	PGIM Custom Harvest LLC	4.72%	1,046,706	$377.2M
5	Harfst & Associates, Inc.	4.10%	73,175	$26.4M
6	Teucrium Investment Advisors, LLC	3.82%	11,899	$4.3M
7	Cadent Capital Advisors, LLC	3.81%	51,263	$18.5M
8	Bonfire Financial	3.22%	13,890	$5.0M
9	Calder Financial LLC	2.83%	8,322	$3.0M
10	Smith Asset Management Co., LLC	2.82%	9,954	$3.6M
11	Trinity Legacy Partners, LLC	2.61%	37,658	$13.1M
12	MinichMacGregor Wealth Management, LLC	2.41%	44,067	$15.9M
13	RCW Management, LLC	2.36%	7,294	$2.6M
14	Kinloch Capital, LLC	2.31%	17,540	$6.3M
15	Capital Advantage, Inc.	2.24%	50,964	$18.4M
16	Tranquilli Financial Advisor LLC	2.17%	11,164	$4.0M
17	Strengthening Families & Communities, LLC	2.06%	25,757	$9.3M
18	Maltin Wealth Management, Inc.	2.01%	16,654	$6.0M
19	Sharper & Granite LLC	1.98%	17,712	$6.4M
20	Altura Wealth Advisors Inc.	1.93%	15,843	$5.7M
21	Mosley Wealth Management	1.88%	16,434	$5.9M
22	Richmond Brothers, Inc.	1.82%	9,697	$3.5M
23	Financial Advisory Partners, LLC	1.72%	18,312	$6.6M
24	Quaker Wealth Management, LLC	1.67%	15,916	$5.7M
25	Founders Grove Wealth Partners, LLC	1.67%	23,146	$8.3M

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 — 3 quarters in a row: For 3 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: 275 funds bought or added vs 225 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 — 59% AUM from top-100 funds: 34 of 619 holders are among the 100 largest funds by AUM, controlling 59% 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?

58% of holders stayed for 2+ years: 360 out of 619 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.

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 (VIS)

Smart Money Signals — VIS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~73 new funds per quarter

58% of holders stayed for 2+ years

Value +20% but shares only +5% — price-driven

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 25% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — VIS

Hedge Fund Ownership: VIS

Market Analysis: VIS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VIS

Hedge Fund Positioning: VIS

Statistics: VIS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard World Fd (VIS)

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