$VO is held by 38 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.55%, with an average of 0.78% of portfolio. Largest holder: Legend Financial Advisors, Inc. at 6.55%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
VANGUARD INDEX FDS
13F holders
2,310
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 2,310 · Source: 13F-HR01
Crestline Management, LP
—
—
02
Marietta Investment Partners LLC
—
—
03
Boreal Capital Management LLC
—
—
04
Evensky & Katz LLC
—
—
05
1834 Investment Advisors Co.
—
—
06
Marquette Asset Management, LLC
—
—
07
RE Dickinson Investment Advisors, LLC
—
—
08
Taconic Capital Advisors LP
—
—
09
Sb Investment Advisers (uk) Ltd.
—
—
10
Smith Anglin Financial, LLC
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
38 holders · Q1 202601
Legend Financial Advisors, Inc.
6.55% ↑ +1.4pp
α +12.3pts
02
Pittenger & Anderson Inc.
2.98% NEW
α +21.3pts
03
Shufro Rose & Co. LLC
2.42% NEW
α +32.3pts
04
Endeavor Private Wealth, Inc.
2.28% held
α +13.5pts
05
ProVise Management Group, LLC
2.08% NEW
α +11.2pts
06
Condor Capital Management
1.93% NEW
α +23.6pts
07
Venture Visionary Partners LLC
1.78% NEW
α +10.3pts
08
Narus Financial Partners, LLC
1.46% held
α +11.1pts
09
Cornerstone Management, Inc.
1.14% NEW
α +12.4pts
10
Interactive Financial Advisors, Inc.
1.11% NEW
α +15.2pts
11
TABR Capital Management, LLC
1.02% NEW
α +13.6pts
12
Walkner Condon Financial Advisors LLC
0.90% NEW
α +23.7pts
13
Motley Fool Wealth Management, LLC
0.70% NEW
α +15.3pts
14
Hummer Financial Advisory Services Inc
0.50% NEW
α +53.0pts
15
Kieckhefer Group LLC
0.41% held
α +13.5pts
16
Fiduciary Alliance LLC
0.31% held
α +16.8pts
17
Delta Financial Advisors LLC
0.31% NEW
α +18.1pts
18
Principal Securities, Inc.
0.22% held
α +21.3pts
19
Sara-Bay Financial
0.19% held
α +22.0pts
20
Greenwich Wealth Management LLC
0.17% held
α +12.7pts
21
Cypress Capital Group
0.15% held
α +12.6pts
22
Wincap Financial LLC
0.14% NEW
α +14.0pts
23
Bradley Foster & Sargent INC
0.13% NEW
α +11.1pts
24
Courier Capital LLC
0.12% NEW
α +14.9pts
25
Linscomb Wealth, Inc.
0.11% NEW
α +32.6pts
26
RFG Advisory, LLC
0.11% NEW
α +16.2pts
27
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.10% held
α +27.5pts
28
Ted Buchan & Co
0.10% held
α +13.2pts
29
TRUE Private Wealth Advisors
0.05% held
α +23.4pts
30
Choate Investment Advisors
0.04% held
α +13.8pts
31
Fulton Bank, N.a.
0.04% held
α +23.8pts
32
Focused Wealth Management, Inc
0.04% held
α +19.2pts
33
Svb Wealth LLC
0.04% held
α +29.6pts
34
Truepoint, Inc.
0.03% held
α +21.4pts
35
Corsicana & Co.
0.03% held
α +20.0pts
36
Johnson Financial Group, Inc.
0.02% held
α +14.7pts
37
Eventide Asset Management, LLC
0.01% held
α +22.5pts
38
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $VO in the recent window.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $VO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $VO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:19 UTC.