Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD INDEX FDS (VO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +121
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — VO

Based on 2159 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VO 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
2,159 hedge funds hold VO 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 — +11% more funds vs a year ago

fund count last 6Q
+210 new funds entered over the past year (+11% 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

1201 buying750 selling
Last quarter: 1,201 funds were net buyers (242 opened a brand new position + 959 added to an existing one). Only 750 were sellers (629 trimmed + 121 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+101 vs last Q)

new funds entering per quarter
Funds opening a new VO position: 135 → 151 → 141 → 242. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 14% new
1,429 out of 2,159 hedge funds have held VO 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

214 → 135 → 151 → 141 → 242 new funds/Q
New funds entering each quarter: 135 → 151 → 141 → 242. A growing number of institutions are discovering VO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 2,165 current holders: 1,399 (65%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
27 of 2159 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in VO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: VO

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

Market Analysis: VO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VO

-- --

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.

105 top-rated funds 133 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: VO
2026 Q1 Stats Unlock in 11 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2165 2048 5.71%
13F Shares 207M 201M 3.29%
Total Value $58.93B $58.82B 0.2%
New Positions 242 141 +101
Increased Positions 968 887 +81
Closed Positions 121 90 +31
Reduced Positions 639 699 -60
Total Calls 3 3 -
Total Puts 3 7 -57.14%
PUT/CALL Ratio 1.0 2.33 Neutral

Statistics: VO

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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) --
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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 VO. Verified SEC 13F-HR filings.

Top 25 institutional holders of VO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fidato Wealth LLC 26.15% 140,240 $40.3M
2 Performa Ltd (US), LLC 16.21% 249,449 $71.6M
3 BCK Partners, Inc. 14.91% 96,187 $27.6M
4 TL Private Wealth 14.25% 121,677 $36.1M
5 William Mack & Associates, Inc. 13.01% 79,241 $22.8M
6 James Reed Financial Services, Inc. 12.97% 52,181 $15.0M
7 Advantage Trust Co 12.72% 98,810 $28.4M
8 SilverOak Wealth Management LLC 11.52% 253,783 $72.9M
9 Integrated Capital Management, LLC 11.41% 94,222 $27.1M
10 Equity Wealth Partners, LLC 11.27% 60,706 $17.4M
11 JMG Financial Group, Ltd. 11.04% 1,396,617 $401.1M
12 SEARCY FINANCIAL SERVICES INC /ADV 10.82% 101,588 $29.2M
13 Riverpoint Wealth Management Holdings, LLC 10.68% 174,767 $50.2M
14 New Hampshire Trust 10.34% 178,603 $51.3M
15 Koenig Investment Advisory, LLC 10.05% 41,200 $11.8M
16 Next Level Wealth Planning, LLC 9.35% 63,394 $18.2M
17 Somnio Financial Group, LLC 9.15% 48,480 $13.9M
18 Fee-Only Financial Planning, L.C. 8.75% 50,451 $14.5M
19 Sylvest Advisors, LLC 8.74% 57,244 $16.4M
20 Nadler Financial Group, Inc. 8.30% 299,951 $86.1M
21 Fulcrum Capital LLC 8.25% 132,375 $38.0M
22 FIDELIS iM, LLC 8.21% 75,561 $21.7M
23 Adelphi Trust Co 8.13% 34,778 $10.0M
24 Uptown Financial Advisors LLC 8.09% 35,450 $10.2M
25 Perkins Coie Trust Co 7.91% 143,333 $41.2M
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 INDEX FDS (VO)

What does the Smart Money Trend signal show for VO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VO 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 VO?

More buyers than sellers — 62% buying: Last quarter: 1,201 funds were net buyers (242 opened a brand new position + 959 added to an existing one). Only 750 were sellers (629 trimmed + 121 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VO holders?

Elite ownership — 50% AUM from top-100 funds: 27 of 2159 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in VO. 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 VO?

66% of holders stayed for 2+ years: 1,429 out of 2,159 hedge funds have held VO 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.