Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Mun Bd Fds (VTEL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
72%

Smart Money Signals — VTEL

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added VTEL 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
38 hedge funds hold VTEL right now — the highest count in 1.2 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.
🚀

Fast accumulation — +3700% more funds vs a year ago

fund count last 5Q
+37 new funds entered over the past year (+3700% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 72% buying

26 buying10 selling
Last quarter: 26 funds were net buyers (11 opened a brand new position + 15 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 15 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 82% entered in last year

■ 0% conviction (2yr+) ■ 18% medium ■ 82% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

10 → 9 → 15 → 11 new funds/Q
New funds entering each quarter: 10 → 9 → 15 → 11. A growing number of institutions are discovering VTEL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 38 current holders: 38 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
6 of 38 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — VTEL

In 2026 Q2, 26 hedge funds were net buyers of VTEL (11 opened a new position, 15 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in VTEL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: VTEL

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

Market Analysis: VTEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTEL

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: VTEL
38 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 29 31.03%
13F Shares 819K 703K 16.51%
Total Value $74M $61M 21.17%
New Positions 11 15 -4
Increased Positions 15 8 +7
Closed Positions 2 3 -1
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTEL

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Institutional Holders (2026 Q2)

38 + investors

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

QUARTER:
Top 25 VTEL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABLE Financial Group, LLC 0.67% 37,917 $4.0M
2 Stone Loft Wealth Management LLC 0.48% 8,148 $846K
3 Mma Asset Management LLC 0.43% 12,759 $1.3M
4 Sage Investment Counsel LLC 0.33% 3,150 $330K
5 Blume Capital Management, Inc. 0.14% 9,000 $943K
6 Old Mission Investment Co LLC 0.10% 4,815 $504K
7 Diversified Portfolios, Inc. 0.08% 10,275 $1.1M
8 Ashton Thomas Private Wealth, LLC 0.06% 28,740 $3.0M
9 Burk Holdings LLC 0.04% 1,057 $111K
10 Aspiriant, LLC 0.04% 13,675 $1.4M
11 Gateway Wealth Partners, LLC 0.03% 4,310 $452K
12 HighTower Advisors, LLC 0.02% 224,805 $23.6M
13 Savvy Advisors, Inc. 0.02% 9,901 $1.0M
14 Sowell Financial Services LLC 0.02% 4,700 $492K
15 Colonial Trust Co / SC 0.02% 1,161 $122K
16 Hirtle & Co., LLC 0.01% 4,203 $440K
17 Essex Financial Services, Inc. 0.01% 2,700 $283K
18 Tower Research Capital LLC (TRC) 0.01% 4,423 $463K
19 Global Retirement Partners, LLC 0.01% 3,751 $393K
20 Fiduciary Financial Advisors 0.00% 394 $41K
21 Signature Estate & Investment Advisors LLC 0.00% 1,955 $205K
22 Harbour Investments, INC. 0.00% 2,011 $211K
23 Advisory Services Network, LLC 0.00% 2,100 $220K
24 Raymond James Financial Inc 0.00% 58,070 $6.1M
25 Mml Investors Services, LLC 0.00% 6,178 $647K
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 Mun Bd Fds (VTEL)

What does the Smart Money Trend signal show for VTEL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VTEL 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 VTEL?

More buyers than sellers — 72% buying: Last quarter: 26 funds were net buyers (11 opened a brand new position + 15 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTEL holders?

Strong quality — 29% AUM from major funds: 6 of 38 holders rank in the top 100 by AUM, accounting for 29% 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 VTEL?

Mostly new holders — 82% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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