Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VNQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +67
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — VNQ

Based on 1605 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VNQ 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
1,605 hedge funds hold VNQ 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VNQ is almost the same as a year ago (+19 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

870 buying667 selling
Last quarter: 870 funds bought or added vs 667 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.
📈

More new buyers each quarter (+94 vs last Q)

new funds entering per quarter
Funds opening a new VNQ position: 125 → 97 → 99 → 193. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 16% medium ■ 11% new
1,178 out of 1,605 hedge funds have held VNQ 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

167 → 125 → 97 → 99 → 193 new funds/Q
New funds entering each quarter: 125 → 97 → 99 → 193. A growing number of institutions are discovering VNQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 12% 1-2yr ■ 16% new
Of 1,616 current holders: 1,164 (72%) 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.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
30 of 1605 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Hedge Fund Ownership: VNQ

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

Market Analysis: VNQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VNQ

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

84 top-rated funds 38 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: VNQ
2026 Q1 Stats Unlock in 10 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1616 1551 4.19%
13F Shares 204M 211M -3.38%
Total Value $18.03B $19.26B -6.36%
New Positions 193 99 +94
Increased Positions 691 696 -5
Closed Positions 127 99 +28
Reduced Positions 561 564 -3
Total Calls 8 10 -20.0%
Total Puts 9 10 -10.0%
PUT/CALL Ratio 1.12 1.0 Neutral

Statistics: VNQ

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of VNQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gibson Capital, LLC 22.91% 1,387,610 $123.1M
2 Vanderbilt University 14.58% 865,645 $76.8M
3 VISTA CAPITAL PARTNERS, INC. 12.92% 1,448,406 $128.5M
4 DEFINE FINANCIAL, LLC 10.46% 217,260 $19.3M
5 Fort Henry Capital, LLC 8.89% 165,683 $14.7M
6 Somnio Financial Group, LLC 8.23% 141,214 $12.5M
7 Whelan Financial 7.28% 264,486 $23.5M
8 CAMBRIDGE CAPITAL MANAGEMENT, LLC 7.08% 185,254 $16.4M
9 Horizons Wealth Management 6.81% 117,118 $10.4M
10 Allodium Investment Consultants, LLC 6.72% 158,129 $14.0M
11 Drystone LLC 6.50% 81,280 $7.2M
12 Magnolia Wealth Management, LLC 6.31% 122,076 $10.8M
13 BluePrint Investing LLC 6.07% 85,979 $7.6M
14 ATMOS ADVISORY, LLC 5.76% 114,420 $10.1M
15 BLUESTEM FINANCIAL ADVISORS, LLC 5.37% 156,811 $13.9M
16 Tide Cove Capital Partners LLC 5.35% 82,649 $7.9M
17 Marathon Strategic Advisors, LLC 5.34% 83,720 $7.4M
18 DecisionPoint Financial, LLC 5.16% 269,715 $23.9M
19 Beacon Capital Management, Inc. 5.11% 1,022,472 $90.7M
20 Cordant, Inc. 5.03% 139,753 $12.4M
21 Industrial Alliance Investment Management Inc. 4.99% 94,190 $8K
22 CYPRESS FINANCIAL PLANNING LLC 4.79% 195,683 $17.4M
23 PRESILIUM PRIVATE WEALTH, LLC 4.35% 278,196 $24.7M
24 Adaptive Financial Consulting, LLC 4.30% 126,476 $11.2M
25 DWR WEALTH MANAGEMENT, LLC 4.22% 50,930 $4.5M
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 INDEX FDS (VNQ)

What does the Smart Money Trend signal show for VNQ?

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

Slight buying edge — 57% buying: Last quarter: 870 funds bought or added vs 667 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 VNQ holders?

Strong quality — 24% AUM from major funds: 30 of 1605 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VNQ?

73% of holders stayed for 2+ years: 1,178 out of 1,605 hedge funds have held VNQ 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.

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.