Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Total Stock Mkt Idx Adm (VTSAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
39%

Smart Money Signals — VTSAX

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
24 hedge funds hold VTSAX 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VTSAX is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 39% buying

9 buying14 selling
Last quarter: 14 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 21% medium ■ 33% new
11 out of 24 hedge funds have held VTSAX 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.
➡️

Steady discovery — ~6 new funds/quarter

4 → 5 → 5 → 6 → 6 new funds/Q
New funds entering each quarter: 5 → 5 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 29% newcomers

■ 50% veterans ■ 21% 1-2yr ■ 29% new
Entry-cohort mix of 24 holders: 12 (50%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 24 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — VTSAX

In 2026 Q2, 9 hedge funds were net buyers of VTSAX (6 opened a new position, 3 added to an existing one), while 14 reduced or exited (8 trimmed, 6 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 24.

Hedge Fund Ownership: VTSAX

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

Market Analysis: VTSAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTSAX

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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 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: VTSAX
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 24 -
13F Shares 314K 326K -3.61%
Total Value $56M $60M -6.86%
New Positions 6 6 -
Increased Positions 3 9 -6
Closed Positions 6 5 +1
Reduced Positions 8 2 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTSAX

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Financial Highlights

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 22 VTSAX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McLaughlin Asset Management, Inc. 4.78% 3,975 $716K
2 Point Nemo Capital, LLC 3.02% 33,051 $6.0M
3 Coston, McIsaac & Partners 0.66% 18,330 $3.3M
4 Fulton Bank, N.A. 0.27% 49,947 $9.0M
5 Dempze Nancy E 0.25% 2,887 $520K
6 Financial Gravity Companies, Inc. 0.23% 7,841 $1.4M
7 Trivant Custom Portfolio Group, LLC 0.21% 2,219 $400K
8 North Star Asset Management Inc 0.15% 21,873 $3.9M
9 Hemenway Trust Co LLC 0.15% 11,863 $2.1M
10 Arvest Bank Trust Division 0.10% 11,794 $2.1M
11 Great Lakes Advisors, LLC 0.10% 73,544 $13.3M
12 Williams Jones Wealth Management, LLC. 0.06% 31,916 $5.8M
13 Central Bank & Trust Co 0.06% 2,263 $408K
14 North Point Portfolio Managers Corp/Oh 0.06% 1,920 $346K
15 Violich Capital Management, Inc. 0.04% 2,000 $360K
16 Park Place Capital Corp 0.03% 1,125 $203K
17 Vermillion Wealth Management, Inc. 0.02% 573 $103K
18 First Merchants Corp 0.02% 3,773 $680K
19 Wealthspire Advisors, LLC 0.02% 23,154 $4.2M
20 Woodstock Corp 0.02% 1,502 $271K
21 Ethos Financial Group, LLC 0.02% 1,885 $331K
22 McMillan Office, Inc. 0.02% 979 $176K
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 Total Stock Mkt Idx Adm (VTSAX)

What does the Smart Money Trend signal show for VTSAX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for VTSAX?

Heavy selling pressure — only 39% buying: Last quarter: 14 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for VTSAX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 24 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VTSAX?

46% of holders stayed for 2+ years: 11 out of 24 hedge funds have held VTSAX 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.

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