Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD BD INDEX FDS (VUSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — VUSB

Based on 430 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 VUSB 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
430 hedge funds hold VUSB 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 — +41% more funds vs a year ago

fund count last 6Q
+125 new funds entered over the past year (+41% 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 — 68% buying

271 buying126 selling
Last quarter: 271 funds were net buyers (86 opened a brand new position + 185 added to an existing one). Only 126 were sellers (96 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new VUSB position: 57 → 43 → 55 → 86. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 27% medium ■ 29% new
189 out of 430 hedge funds have held VUSB 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 +17%, value -56%

Value
-55%
Shares
+17%
Last quarter: funds added +17% more shares while total portfolio value only changed -56%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

43 → 57 → 43 → 55 → 86 new funds/Q
New funds entering each quarter: 57 → 43 → 55 → 86. A growing number of institutions are discovering VUSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 14% 1-2yr ■ 39% new
Of 430 current holders: 202 (47%) 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.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
20 of 430 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VUSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — VUSB

In 2025 Q4, 271 hedge funds were net buyers of VUSB (86 opened a new position, 185 added to an existing one), while 126 reduced or exited (96 trimmed, 30 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in VUSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +56 funds (more new holders than closures). Total institutional holders: 430.

Hedge Fund Ownership: VUSB

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

Market Analysis: VUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VUSB

-- --

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.

22 top-rated funds 15 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: VUSB
2026 Q1 Stats Unlock in 3 days 400 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 400 352 13.64%
13F Shares 70M 59M 18.38%
Total Value $3.46B $7.96B -56.5%
New Positions 78 52 +26
Increased Positions 178 147 +31
Closed Positions 30 30 -
Reduced Positions 91 98 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VUSB

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Institutional Holders (2026 Q1)

400 + investors

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

QUARTER:
Top 25 institutional holders of VUSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Calder Financial LLC 16.27% 330,287 $16.4M
2 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 15.34% 8,806,000 $438.4M
3 Avion Wealth 14.73% 1,431,950 $71K
4 Pacific Center for Financial Services 14.19% 1,123,799 $55.9M
5 Bramshill Investments, LLC 13.30% 3,101,884 $154.4M
6 Fortitude Advisory Group L.L.C. 12.28% 548,519 $27.3M
7 Global Wealth Management, LLC 11.95% 440,250 $21.9M
8 KITCHING PARTNERS, LLC 10.90% 237,944 $11.8M
9 Red Wave Investments LLC 9.82% 660,081 $32.9M
10 McClarren Financial Advisors, Inc. 9.13% 309,795 $15.4M
11 Eagle Capital Management, LLC 7.65% 389,904 $19K
12 Spectrum Asset Management, Inc. (NB/CA) 7.38% 466,556 $23.2M
13 SpringVest Wealth Management LLC 6.79% 199,806 $9.9M
14 55 North Private Wealth, LLC 6.72% 527,010 $26.2M
15 BlueChip Wealth Advisors LLC 6.47% 295,906 $14.7M
16 David Kennon Inc 6.43% 360,196 $17.9M
17 NKCFO LLC 5.96% 403,600 $20K
18 HARBOUR INVESTMENT MANAGEMENT LLC 5.68% 210,161 $10.5M
19 CWC Advisors, LLC. 5.56% 234,837 $11.7M
20 Harpswell Capital Advisors, LLC 4.84% 130,455 $6.5M
21 KEYNOTE FINANCIAL SERVICES LLC 4.70% 177,582 $8.8M
22 Fonville Wealth Management LLC 4.69% 494,490 $24.6M
23 Valtinson Bruner Financial Planning LLC 4.66% 340,381 $16.9M
24 DeLarme Wealth Management, Inc. 4.28% 133,611 $6.7M
25 Alpha Omega Wealth Management LLC 3.97% 491,571 $24.5M
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 BD INDEX FDS (VUSB)

What does the Smart Money Trend signal show for VUSB?

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

More buyers than sellers — 68% buying: Last quarter: 271 funds were net buyers (86 opened a brand new position + 185 added to an existing one). Only 126 were sellers (96 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VUSB holders?

Elite ownership — 47% AUM from top-100 funds: 20 of 430 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in VUSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VUSB?

44% of holders stayed for 2+ years: 189 out of 430 hedge funds have held VUSB 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.