Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WHITEHALL FDS (VYM)

2K + Investors. Track Smart Money conviction in VYM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +152
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — VYM

Based on 1834 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 VYM 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
1,834 hedge funds hold VYM 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 — +12% more funds vs a year ago

fund count last 6Q
+193 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

994 buying603 selling
Last quarter: 994 funds were net buyers (239 opened a brand new position + 755 added to an existing one). Only 603 were sellers (516 trimmed + 87 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+118 vs last Q)

new funds entering per quarter
Funds opening a new VYM position: 116 → 103 → 121 → 239. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 15% new
1,217 out of 1,834 hedge funds have held VYM 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 +91%, value +5%

Value
+4%
Shares
+91%
Last quarter: funds added +91% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

167 → 116 → 103 → 121 → 239 new funds/Q
New funds entering each quarter: 116 → 103 → 121 → 239. 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 — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 1,839 current holders: 1,195 (65%) 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 — 36% AUM from major funds

36% from top-100 AUM funds
27 of 1834 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: VYM

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

Market Analysis: VYM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VYM

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

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

109 top-rated funds 76 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
8.6
/ 10
conviction
Hedge Fund Positioning: VYM
2026 Q1 Stats Unlock in 10 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1839 1690 8.82%
13F Shares 321M 168M 91.23%
Total Value $24.40B $23.34B 4.53%
New Positions 240 122 +118
Increased Positions 762 694 +68
Closed Positions 90 93 -3
Reduced Positions 522 584 -62
Total Calls 6 7 -14.29%
Total Puts 4 4 -
PUT/CALL Ratio 0.67 0.57 Bullish

Statistics: VYM

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Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

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

Top 25 institutional holders of VYM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Martel Wealth Advisors LLC 18.54% 735,340 $108.9M
2 Reality Financial Planning Services, LLC 16.81% 117,640 $17.4M
3 Charter Capital Management, LLC\DE 15.27% 205,856 $30.5M
4 MARINO, STRAM & ASSOCIATES LLC 14.89% 559,760 $82.9M
5 Tepp RIA, LLC 14.40% 124,149 $18.4M
6 Ariston Services Group 14.03% — $23.5M
7 truNorth Financial Services, Inc. 13.42% 87,598 $13.0M
8 ACT WEALTH MANAGEMENT, LLC 13.37% 268,772 $39.8M
9 Elevation Advisory Partners LLC 11.79% 84,976 $12.6M
10 Asset Allocation & Management Company, LLC 11.61% 211,254 $31K
11 MBM WEALTH CONSULTANTS, LLC 11.27% 331,376 $49.1M
12 Western Pacific Wealth Management, LP 11.17% 74,156 $11.0M
13 INSPIRION WEALTH ADVISORS, LLC 10.82% 586,809 $86.9M
14 Buska Wealth Management, LLC 10.65% 179,036 $26.5M
15 HCR Wealth Advisors 9.92% 645,989 $95.7M
16 AF Advisors, Inc. 9.73% 118,864 $17.6M
17 PARAGON FINANCIAL PARTNERS, INC. 9.49% 109,477 $16.8M
18 Kropog Financial Group, LLC 9.43% 78,367 $11.6M
19 One Day In July LLC 8.67% 731,082 $108.3M
20 Paradigm Capital Management, LLC/NV 8.47% 62,420 $9K
21 Quaker Wealth Management, LLC 8.24% 178,093 $26.4M
22 Twele Capital Management, Inc. 7.87% 298,225 $44.2M
23 DeDora Capital, Inc. 7.63% 210,147 $31.1M
24 Financially in Tune, LLC 7.49% 58,813 $8.7M
25 ArborFi Advisors, LLC 7.36% 60,898 $9.0M
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 (VYM)

What does the Smart Money Trend signal show for VYM?

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

More buyers than sellers — 62% buying: Last quarter: 994 funds were net buyers (239 opened a brand new position + 755 added to an existing one). Only 603 were sellers (516 trimmed + 87 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VYM holders?

Strong quality — 36% AUM from major funds: 27 of 1834 holders rank in the top 100 by AUM, accounting for 36% 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 VYM?

66% of holders stayed for 2+ years: 1,217 out of 1,834 hedge funds have held VYM 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.