Signals

VB

2361 in-universe funds with a nonzero position in VB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22141
Score / z-0.035 / -0.06
Consensus727.09 over 1414 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 6,043.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,028.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,560.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,010.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,009.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 837.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 824.2 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 682.0 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 644.8 0.4% 3 -0.1 pp -0.9 pp +0.4 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 618.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 594.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 568.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 548.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 507.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 501.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 468.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 447.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 434.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 404.5 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 360.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 304.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 301.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 298.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 296.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 295.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 289.8 5.9% 3 +0.1 pp +0.3 pp +5.9 pp +5.9 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 286.2 6.8% 3 +0.1 pp +3.1 pp +6.8 pp +6.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 257.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 245.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 231.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 229.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 215.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 212.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 200.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 198.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 197.5 3.6% 3 +0.6 pp +0.7 pp +3.6 pp +3.6 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 192.9 4.5% 2 -0.1 pp +4.5 pp +4.5 pp -0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 166.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 151.9 2.6% 3 +0.3 pp +0.4 pp +2.6 pp +2.6 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 146.5 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 146.3 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 142.8 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 142.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 140.9 1.8% 3 -0.2 pp +0.0 pp +1.8 pp +1.8 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 132.9 2.4% 3 +0.9 pp +1.3 pp +2.4 pp +2.4 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 130.7 1.0% 3 -0.0 pp -0.4 pp +1.0 pp +1.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 128.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 127.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 116.8 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 114.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 113.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 110.9 8.4% 3 +0.5 pp +0.1 pp +8.4 pp +8.4 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 108.0 6.3% 3 -0.0 pp +0.2 pp +6.3 pp +6.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 107.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 106.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 102.8 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 99.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 99.7 2.3% 3 -0.0 pp -0.3 pp +2.3 pp +2.3 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 95.3 5.8% 3 +0.0 pp +0.1 pp +5.8 pp +5.8 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 94.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 92.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 91.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 91.0 8.4% 3 +0.1 pp -0.2 pp +8.4 pp +8.4 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 83.6 2.0% 3 -0.1 pp +0.0 pp +2.0 pp +2.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 83.6 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 80.8 1.0% 3 -0.0 pp +0.2 pp +1.0 pp +1.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 79.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 77.8 2.3% 3 +0.2 pp +0.2 pp +2.3 pp +2.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 77.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 76.5 4.8% 3 -0.1 pp -0.7 pp +4.8 pp +4.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 75.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 73.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 72.6 1.5% 3 -0.1 pp +0.2 pp +1.5 pp +1.5 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 71.9 12.2% 3 -0.5 pp -0.9 pp +12.2 pp +12.2 pp
WIT, LLC CIK 0001840025 0.965 24 68.2 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 68.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 67.9 6.7% 3 -0.2 pp -0.2 pp +6.7 pp +6.7 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 67.5 2.6% 3 +0.2 pp +0.4 pp +2.6 pp +2.6 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 67.2 10.6% 3 +0.3 pp -0.7 pp +10.6 pp +10.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 67.1 0.1% 4 -0.4 pp -0.0 pp -0.0 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 66.8 0.3% 3 -0.5 pp -0.5 pp +0.3 pp +0.3 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 65.8 6.8% 3 -0.0 pp -0.3 pp +6.8 pp +6.8 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 65.7 2.9% 3 -0.0 pp +0.0 pp +2.9 pp +2.9 pp
CX Institutional CIK 0001737089 0.437 1568 60.3 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 55.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 54.2 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 54.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 52.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 52.2 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 52.0 7.3% 3 -0.2 pp -0.4 pp +7.3 pp +7.3 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 51.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 50.6 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 50.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 47.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
American Trust CIK 0001905128 0.729 334 47.8 4.0% 3 -0.1 pp -0.2 pp +4.0 pp +4.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 47.3 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 45.8 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 44.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 44.6 2.8% 3 +0.1 pp +0.3 pp +2.8 pp +2.8 pp
MilWealth Group LLC CIK 0001972750 0.908 82 44.5 10.6% 3 +0.0 pp +0.2 pp +10.6 pp +10.6 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 44.3 3.6% 3 -0.0 pp +0.0 pp +3.6 pp +3.6 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 43.8 2.6% 3 +0.4 pp +0.5 pp +2.6 pp +2.6 pp
Ballast, Inc. CIK 0001730477 0.553 156 43.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 43.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 42.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 40.8 2.8% 3 -0.2 pp -0.1 pp +2.8 pp +2.8 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 40.6 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 39.9 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 39.7 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 39.5 4.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.2 pp
Wealthquest Corp CIK 0001632968 0.872 177 39.2 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 39.2 10.1% 3 -0.0 pp -0.1 pp +10.1 pp +10.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 39.1 4.8% 3 +0.0 pp +0.1 pp +4.8 pp +4.8 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 38.6 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 38.6 20.7% 3 -0.3 pp -0.6 pp +20.7 pp +20.7 pp
&PARTNERS CIK 0000107136 0.806 2509 38.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
AMG National Trust Bank CIK 0001388829 0.744 439 38.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 37.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 37.5 6.0% 3 +0.2 pp -0.4 pp +6.0 pp +6.0 pp
Aufman Associates Inc CIK 0001801573 0.745 67 37.2 19.1% 3 -1.6 pp -2.2 pp +19.1 pp +19.1 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 37.2 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 37.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 36.3 0.7% 3 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 35.6 5.3% 3 -0.1 pp -0.0 pp +5.3 pp +5.3 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 34.8 7.7% 3 -0.2 pp -1.0 pp +7.7 pp +7.7 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 34.6 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 34.2 7.2% 3 +0.1 pp +0.1 pp +7.2 pp +7.2 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 34.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 33.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 33.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 33.7 6.2% 3 -0.3 pp -0.1 pp +6.2 pp +6.2 pp
Whelan Financial CIK 0001894921 0.754 101 33.4 10.4% 3 -0.0 pp -0.8 pp +10.4 pp +10.4 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 33.2 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 32.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Randolph Co Inc CIK 0001475150 0.451 47 32.6 3.1% 3 +0.0 pp +0.2 pp +3.1 pp +3.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 32.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 32.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 32.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Brown Financial Advisory CIK 0001843853 0.850 49 32.0 16.2% 3 +0.3 pp +0.8 pp +16.2 pp +16.2 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 31.9 4.5% 3 -0.5 pp -0.8 pp +4.5 pp +4.5 pp
WP Advisors, LLC CIK 0001697796 0.593 119 31.8 7.9% 3 -0.6 pp -1.1 pp +7.9 pp +7.9 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 31.2 12.1% 3 +0.0 pp +0.2 pp +12.1 pp +12.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 31.1 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 31.1 7.0% 3 +0.0 pp +0.0 pp +7.0 pp +7.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 30.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 30.8 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 30.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 30.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 30.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 30.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 30.1 0.2% 5 +0.0 pp +0.2 pp +0.0 pp -0.0 pp
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Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.6 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
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McCollum Christoferson Group LLC CIK 0001727573 0.271 80 2.5 0.7% 3 +0.2 pp +0.5 pp +0.7 pp +0.7 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Optas, LLC CIK 0001802961 0.460 494 2.5 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 2.5 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
Zhang Financial LLC CIK 0001776290 0.816 392 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CGN Advisors LLC CIK 0001841506 0.595 322 2.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Simmons Bank CIK 0001674486 0.467 369 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 2.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
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Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 2.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.4 1.3% 4 -0.0 pp -0.0 pp -0.2 pp +1.3 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 2.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
CONNING INC. CIK 0000801051 0.496 327 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 2.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.3 2.1% 4 -0.1 pp -0.0 pp -0.0 pp +2.1 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.3 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 2.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 2.3 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
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HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 2.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Level Financial Advisors CIK 0001871734 0.644 95 2.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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PFG Investments, LLC CIK 0001973224 0.437 1295 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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First American Bank CIK 0001291422 0.676 205 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -1.4 pp -1.3 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -2.8 pp -2.8 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Charis Legacy Partners, LLC CIK 0002056602 0.634 28 0.0 0.0% 0 -0.6 pp -0.9 pp +0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VB). Qtrs Held counts distinct quarters this fund has actually held VB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VB position size. Δ columns are the percentage-point change in VB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status