Vanguard Scottsdale Fds (VMBS) Hedge Fund Ownership (Q1 2026)

Vanguard Scottsdale Fds (VMBS)

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

Smart Money Signals — VMBS

Based on 709 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 VMBS 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

709 hedge funds hold VMBS 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 — +17% more funds vs a year ago

fund count last 6Q

+102 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

415 buying255 selling

Last quarter: 415 funds were net buyers (91 opened a brand new position + 324 added to an existing one). Only 255 were sellers (198 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 82 → 64 → 124 → 91. 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.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 21% new

414 out of 709 hedge funds have held VMBS 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

74 → 82 → 64 → 124 → 91 new funds/Q

New funds entering each quarter: 82 → 64 → 124 → 91. A growing number of institutions are discovering VMBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new

Entry-cohort mix of 709 holders: 433 (61%) are 2+ year veterans, 98 entered 1–2 years ago, and 178 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

31 of 708 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in VMBS. 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	701	674	4.01%
13F Shares	259M	274M	-5.58%
Total Value	$12.00B	$12.92B	-7.13%
New Positions	88	124	-36
Increased Positions	322	300	+22
Closed Positions	61	62	-1
Reduced Positions	197	174	+23
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

701

674

4.01%

13F Shares

259M

274M

-5.58%

Total Value

$12.00B

$12.92B

-7.13%

New Positions

124

-36

Increased Positions

322

300

+22

Closed Positions

-1

Reduced Positions

197

174

+23

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

701 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VMBS. 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 VMBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Employees' Retirement Fund of the City of Fort Worth	10.90%	652,168	$30.5M
2	Power Wealth Management LLC	10.60%	658,862	$30.8M
3	Sterling Investment Management, LLC	8.21%	319,916	$15.0M
4	Bell Investment Advisors, Inc	7.35%	1,069,422	$50.1M
5	Evergreen Advisors, LLC	7.14%	714,446	$33.4M
6	Family CFO Inc	6.25%	346,727	$16.2M
7	Mendota Financial Group, LLC	5.91%	203,848	$9.5M
8	Connecticut Capital Management Group, LLC	5.91%	156,665	$7.3M
9	Cravens & Co Advisors, LLC	5.85%	186,288	$8.7M
10	Dynamic Wealth Strategies, LLC	5.74%	230,103	$10.8M
11	Goodman Financial Corp	5.30%	732,842	$34.3M
12	Windward Private Wealth Management Inc.	5.17%	345,088	$16.2M
13	Robinswood Financial LLC	5.15%	300,767	$13.9M
14	TD Private Client Wealth LLC	4.90%	5,693,728	$266.5M
15	Planwiser Financial, LLC	4.77%	146,485	$6.9M
16	OneAscent Investment Solutions LLC	4.71%	106,272	$5.0M
17	Lincoln National Corp	4.65%	3,880,622	$181.7M
18	Finhabits Advisors LLC	4.63%	117,741	$5.5M
19	eCIO, Inc.	4.38%	332,623	$15.6M
20	Ally Invest Advisors Inc.	4.30%	1,520,621	$71.2M
21	Whitcomb & Hess, Inc.	4.25%	420,735	$19.7M
22	Unify Financial Advisors	4.22%	97,572	$4.6M
23	DiPaolo Financial Group, Inc.	3.95%	129,184	$6.0M
24	Websterrogers Financial Advisors, LLC	3.94%	328,187	$15.4M
25	Vectors Research Management, LLC	3.91%	320,040	$15.0M

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 Scottsdale Fds (VMBS)

What does the Smart Money Trend signal show for VMBS?

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

More buyers than sellers — 62% buying: Last quarter: 415 funds were net buyers (91 opened a brand new position + 324 added to an existing one). Only 255 were sellers (198 trimmed + 57 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VMBS holders?

Elite ownership — 56% AUM from top-100 funds: 31 of 708 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in VMBS. 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 VMBS?

58% of holders stayed for 2+ years: 414 out of 709 hedge funds have held VMBS 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 Scottsdale Fds (VMBS)

Smart Money Signals — VMBS

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

More buyers than sellers — 62% buying

Fewer new buyers each quarter (-33 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 25% newcomers

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — VMBS

Hedge Fund Ownership: VMBS

Market Analysis: VMBS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VMBS

Hedge Fund Positioning: VMBS

Statistics: VMBS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Scottsdale Fds (VMBS)

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