Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WHITEHALL FDS (VWOB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — VWOB

Based on 409 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VWOB 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
409 hedge funds hold VWOB 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 71% buying

283 buying114 selling
Last quarter: 283 funds were net buyers (83 opened a brand new position + 200 added to an existing one). Only 114 were sellers (84 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+39 vs last Q)

new funds entering per quarter
Funds opening a new VWOB position: 41 → 41 → 44 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 22% medium ■ 23% new
226 out of 409 hedge funds have held VWOB 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.
🚀

Acceleration phase — new buyers rushing in

57 → 41 → 41 → 44 → 83 new funds/Q
New funds entering each quarter: 41 → 41 → 44 → 83. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 409 current holders: 222 (54%) 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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
22 of 409 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: VWOB

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

Market Analysis: VWOB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VWOB

-- --

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.

28 top-rated funds 6 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: VWOB
2026 Q1 Stats Unlock in 11 days 409 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 409 358 14.25%
13F Shares 56M 50M 11.03%
Total Value $3.77B $3.37B 11.83%
New Positions 83 44 +39
Increased Positions 200 173 +27
Closed Positions 31 44 -13
Reduced Positions 85 96 -11
Total Calls 0 0 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VWOB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

409 + investors

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

Top 25 institutional holders of VWOB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Alternatives, Inc 8.62% 243,429 $16.0M
2 REGIMEN WEALTH, LLC 6.37% 331,670 $21.8M
3 KITCHING PARTNERS, LLC 4.94% 81,776 $5.4M
4 Keudell/Morrison Wealth Management 4.87% 362,872 $23.8M
5 GP Brinson Investments LLC 4.07% 136,580 $9.0M
6 Virtus Family Office LLC 3.73% 66,587 $4.4M
7 Greystone Financial Group, LLC 3.70% 198,852 $13.1M
8 BlueSky Wealth Advisors, LLC 3.44% 406,477 $26.7M
9 Vertrix Wealth Management, LLC 3.04% 125,574 $8.2M
10 Marotta Asset Management 2.98% 246,454 $16.2M
11 Hurlow Wealth Management Group, Inc. 2.85% 182,154 $12.0M
12 Financial Gravity Asset Management, Inc. 2.61% 223,444 $14.7M
13 LFA - Lugano Financial Advisors SA 2.51% 75,920 $4.9M
14 AMERICAN FINANCIAL & TAX STRATEGIES INC 2.35% 73,483 $4.8M
15 MRA Advisory Group 2.28% 85,019 $5.6M
16 Connecticut Capital Management Group, LLC 2.19% 35,317 $2.3M
17 City State Bank 2.17% 127,304 $8.4M
18 BROWN WEALTH MANAGEMENT, LLC 2.11% 125,219 $8.2M
19 Echo45 Advisors LLC 1.92% 51,920 $3.4M
20 Columbus Macro, LLC 1.86% 265,199 $17.4M
21 DeLarme Wealth Management, Inc. 1.85% 43,707 $2.9M
22 BlueStem Wealth Partners, LLC 1.83% 251,203 $16.5M
23 Comprehensive Money Management Services LLC 1.82% 42,319 $2.8M
24 Trust Co 1.71% 278,335 $18.3M
25 Gladwyn Financial Advisors, Inc. 1.70% 37,262 $2.4M
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 WHITEHALL FDS (VWOB)

What does the Smart Money Trend signal show for VWOB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VWOB 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 VWOB?

More buyers than sellers — 71% buying: Last quarter: 283 funds were net buyers (83 opened a brand new position + 200 added to an existing one). Only 114 were sellers (84 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VWOB holders?

Strong quality — 39% AUM from major funds: 22 of 409 holders rank in the top 100 by AUM, accounting for 39% 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 VWOB?

55% of holders stayed for 2+ years: 226 out of 409 hedge funds have held VWOB 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.