Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WELLINGTON FD (VTES)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
11Q ▲
Buyers last Q
76%

Smart Money Signals — VTES

Based on 225 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VTES 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
225 hedge funds hold VTES 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.
🚀

Fast accumulation — +76% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+76% 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.
🟢

More buyers than sellers — 76% buying

158 buying49 selling
Last quarter: 158 funds were net buyers (50 opened a brand new position + 108 added to an existing one). Only 49 were sellers (33 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new VTES position: 27 → 48 → 28 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 44% entered in last year

■ 17% conviction (2yr+) ■ 39% medium ■ 44% new
Only 38 funds (17%) 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.
➡️

Steady discovery — ~50 new funds/quarter

45 → 27 → 48 → 28 → 50 new funds/Q
New funds entering each quarter: 27 → 48 → 28 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 65% of holders entered in last year

■ 10% veterans ■ 24% 1-2yr ■ 65% new
Of 225 current holders: 147 (65%) entered in the past year, only 23 (10%) 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.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
11 of 225 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — VTES

In 2025 Q4, 158 hedge funds were net buyers of VTES (50 opened a new position, 108 added to an existing one), while 49 reduced or exited (33 trimmed, 16 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 225.

Hedge Fund Ownership: VTES

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

Market Analysis: VTES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTES

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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.

15 top-rated funds 4 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: VTES
2026 Q1 Stats Unlock in 8 days 225 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 225 191 17.8%
13F Shares 7M 7M 9.03%
Total Value $723M $665M 8.7%
New Positions 50 28 +22
Increased Positions 108 86 +22
Closed Positions 16 15 +1
Reduced Positions 33 42 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTES

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Institutional Holders (2026 Q1)

225 + investors

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

Top 25 institutional holders of VTES — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gleason Group, Inc. 3.00% 299,562 $30.3M
2 SEEDS INVESTOR LLC 2.68% 194,104 $19.7M
3 SURIENCE PRIVATE WEALTH LLC 2.65% 24,415 $2.5M
4 S.A. Mason LLC 2.01% 52,870 $5.3M
5 Frankly Finances, LLC 1.96% 21,401 $2.2M
6 Beacon Bank & Trust 1.95% 94,228 $9.5M
7 BlueChip Wealth Advisors LLC 1.78% 40,091 $4.1M
8 Haven Private, LLC 1.65% 37,453 $3.8M
9 Pillar Financial Advisors, LLC 1.31% 22,152 $2.2M
10 Altiora Financial Group, LLC 1.24% 74,514 $7.5M
11 Firestone Capital Management 1.23% 58,634 $5.9M
12 Hughes Financial Services, LLC 1.17% 75,612 $7.6M
13 MAYPORT, LLC 1.17% 62,006 $6.3M
14 Integrity Investment Advisors, LLC 1.08% 19,759 $2.0M
15 Silver Oak Advisory Group, Inc. 1.04% 23,866 $2K
16 Sterling Financial Planning, Inc. 0.99% 32,976 $3.3M
17 GENESIS PRIVATE WEALTH, LLC 0.98% 30,789 $3.1M
18 Allodium Investment Consultants, LLC 0.95% 19,592 $2.0M
19 GEN Financial Management, INC. 0.87% 13,821 $1.4M
20 SwitchPoint Financial Planning, LLC 0.85% 12,448 $1.3M
21 Capital Investment Services of America, Inc. 0.81% 76,320 $7.7M
22 Topsail Wealth Management, LLC 0.76% 51,107 $5.2M
23 Eaton-Cambridge Inc. 0.75% 23,659 $2.4M
24 Roan Capital Partners 0.72% 7,662 $775K
25 ECLECTIC ASSOCIATES INC /ADV 0.69% 51,147 $5.2M
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 WELLINGTON FD (VTES)

What does the Smart Money Trend signal show for VTES?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VTES 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 VTES?

More buyers than sellers — 76% buying: Last quarter: 158 funds were net buyers (50 opened a brand new position + 108 added to an existing one). Only 49 were sellers (33 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTES holders?

Smaller funds dominant — 11% AUM from top-100: 11 of 225 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VTES?

Mostly new holders — 44% entered in last year: Only 38 funds (17%) 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.