Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Wellington Fd (VTES)

276 + 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
↑ +37
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — VTES

Based on 276 hedge funds · latest filing: 2026 Q1 · 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
276 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 — +84% more funds vs a year ago

fund count last 6Q
+126 new funds entered over the past year (+84% 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 — 74% buying

182 buying64 selling
Last quarter: 182 funds were net buyers (53 opened a brand new position + 129 added to an existing one). Only 64 were sellers (48 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~53 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 30 → 55 → 53. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

■ 17% conviction (2yr+) ■ 42% medium ■ 42% new
Only 46 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.
📈

Growing discovery — still being found

27 → 50 → 30 → 55 → 53 new funds/Q
New funds entering each quarter: 50 → 30 → 55 → 53. A growing number of institutions are discovering VTES each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 58% of holders entered in last year

■ 16% veterans ■ 25% 1-2yr ■ 58% new
Of 276 current holders: 161 (58%) entered in the past year, only 45 (16%) 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 — 13% AUM from top-100

13% from top-100 AUM funds
15 of 276 holders rank in the top 100 by AUM, but together hold only 13% 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 2026 Q1, 182 hedge funds were net buyers of VTES (53 opened a new position, 129 added to an existing one), while 64 reduced or exited (48 trimmed, 16 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 276.

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

-- --

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

Is It Too Late to Buy Vanguard Wellington Fd (VTES) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VTES has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 88d ago
VTES
nan%
SPY
+12.4%

VTES outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
VTES
nan%
SPY
-1.1%

Since the filing became public, VTES outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 3 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: VTES
276 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 276 239 15.48%
13F Shares 8M 7M 10.29%
Total Value $804M $738M 8.88%
New Positions 53 55 -2
Increased Positions 129 114 +15
Closed Positions 16 17 -1
Reduced Positions 48 35 +13
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)

276 + investors

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

QUARTER:
Top 25 VTES holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wescott Financial Advisory Group, LLC 6.43% 725,519 $73.4M
2 IF Advisors, LLC 3.18% 44,500 $4.5M
3 Gleason Group, Inc. 3.00% 299,562 $30.3M
4 Seeds Investor LLC 2.68% 194,104 $19.7M
5 Surience Private Wealth LLC 2.65% 24,415 $2.5M
6 Sanchez Levi Garrett 2.55% 40,227 $4.1M
7 S.A. Mason LLC 2.01% 52,870 $5.3M
8 Frankly Finances, LLC 1.96% 21,401 $2.2M
9 Beacon Bank & Trust 1.95% 94,228 $9.5M
10 BlueChip Wealth Advisors LLC 1.78% 40,091 $4.1M
11 Haven Private, LLC 1.65% 37,453 $3.8M
12 Pillar Financial Advisors, LLC 1.31% 22,152 $2.2M
13 Winnow Wealth LLC 1.27% 16,246 $1.6M
14 Altiora Financial Group, LLC 1.24% 74,514 $7.5M
15 Firestone Capital Management 1.23% 58,634 $5.9M
16 Hughes Financial Services, LLC 1.17% 75,612 $7.6M
17 Mayport, LLC 1.17% 62,006 $6.3M
18 Integrity Investment Advisors, LLC 1.08% 19,759 $2.0M
19 Sterling Financial Planning, Inc. 0.99% 32,976 $3.3M
20 Genesis Private Wealth, LLC 0.98% 30,789 $3.1M
21 Allodium Investment Consultants, LLC 0.95% 19,592 $2.0M
22 GEN Financial Management, INC. 0.87% 13,821 $1.4M
23 SwitchPoint Financial Planning, LLC 0.85% 12,448 $1.3M
24 Capital Investment Services of America, Inc. 0.81% 76,320 $7.7M
25 Topsail Wealth Management, LLC 0.76% 51,107 $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 — 74% buying: Last quarter: 182 funds were net buyers (53 opened a brand new position + 129 added to an existing one). Only 64 were sellers (48 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 — 13% AUM from top-100: 15 of 276 holders rank in the top 100 by AUM, but together hold only 13% 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 — 42% entered in last year: Only 46 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.

Is it too late to buy Vanguard Wellington Fd (VTES) following the 2026 Q1 hedge fund 13F filings?

As of today, VTES has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VTES has gained nan% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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