Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD SCOTTSDALE FDS (VTC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
66%

Smart Money Signals — VTC

Based on 127 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 VTC 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
127 hedge funds hold VTC 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
+20 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.
🟢

More buyers than sellers — 66% buying

78 buying40 selling
Last quarter: 78 funds were net buyers (23 opened a brand new position + 55 added to an existing one). Only 40 were sellers (30 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 12 → 18 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 26% medium ■ 27% new
60 out of 127 hedge funds have held VTC 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.
💎

Buying through price weakness — shares +54%, value +20%

Value
+19%
Shares
+53%
Last quarter: funds added +54% more shares while total portfolio value only changed +20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

26 → 11 → 12 → 18 → 23 new funds/Q
New funds entering each quarter: 11 → 12 → 18 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 18% 1-2yr ■ 34% new
Of 128 current holders: 61 (48%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
14 of 127 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — VTC

In 2025 Q4, 78 hedge funds were net buyers of VTC (23 opened a new position, 55 added to an existing one), while 40 reduced or exited (30 trimmed, 10 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 127.

Hedge Fund Ownership: VTC

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

Market Analysis: VTC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTC

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: VTC
2026 Q1 Stats Unlock in 7 days 128 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 128 114 12.28%
13F Shares 14M 9M 53.94%
Total Value $830M $694M 19.72%
New Positions 24 18 +6
Increased Positions 55 50 +5
Closed Positions 10 11 -1
Reduced Positions 30 21 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTC

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Financial Highlights

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Institutional Holders (2026 Q1)

128 + investors

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

Top 25 institutional holders of VTC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Warwick Investment Management, Inc. 3.83% 343,930 $26.4M
2 Wedmont Private Capital 3.37% 1,356,285 $104.5M
3 Capital Asset Advisory Services LLC 2.13% 716,102 $55.4M
4 Valpey Financial Services, LLC 1.89% 37,765 $2.9M
5 North Dakota State Investment Board 1.21% 362,872 $27.9M
6 Transmarket Holdings LP 1.09% 19,199 $1.5M
7 Drucker Wealth 3.0, LLC 1.05% 78,110 $6.0M
8 Kelsey Financial, LLC 0.62% 9,287 $714K
9 TITLEIST ASSET MANAGEMENT, LLC 0.43% 73,281 $5.6M
10 Nicholas Wealth, LLC. 0.41% 7,709 $592K
11 CoreCap Advisors, LLC 0.41% 155,129 $11.9M
12 BFSG, LLC 0.37% 50,943 $3.9M
13 Axis Wealth Partners, LLC 0.35% 8,636 $664K
14 Oregon Pacific Wealth Management, LLC 0.24% 2,996 $230K
15 DiPaolo Financial Group, Inc. 0.22% 3,997 $307K
16 Pinnacle Bancorp, Inc. 0.17% 7,650 $588K
17 Topsail Wealth Management, LLC 0.17% 14,687 $1.1M
18 SEAMOUNT FINANCIAL GROUP INC 0.13% 3,829 $294K
19 OneAscent Wealth Management LLC 0.12% 4,917 $378K
20 Caitlin John, LLC 0.12% 2,642 $203K
21 Peachtree Investment Partners, LLC 0.11% 3,632 $279K
22 GDS Wealth Management 0.09% 18,609 $1.4M
23 Investor's Fiduciary Advisor Network, LLC 0.07% 2,927 —
24 CRA Financial Services, LLC 0.07% 6,845 $526K
25 MML INVESTORS SERVICES, LLC 0.06% 297,997 $22.9M
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 (VTC)

What does the Smart Money Trend signal show for VTC?

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

More buyers than sellers — 66% buying: Last quarter: 78 funds were net buyers (23 opened a brand new position + 55 added to an existing one). Only 40 were sellers (30 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTC holders?

Smaller funds dominant — 12% AUM from top-100: 14 of 127 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VTC?

47% of holders stayed for 2+ years: 60 out of 127 hedge funds have held VTC 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.