Signals

VCIT

1391 in-universe funds with a nonzero position in VCIT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#73
Score / z2.714 / 3.85
Consensus471.10 over 908 funds
Momentumno 12m return

Price & positioning

251 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 7,106.1 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 7,033.0 2.4% 3 -0.1 pp -1.0 pp +2.4 pp +2.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,296.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 2,225.1 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 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 2,014.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,122.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 912.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 911.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 852.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 693.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 593.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
NEPC LLC CIK 0001424799 0.960 53 510.3 10.9% 3 +1.1 pp +1.5 pp +10.9 pp +10.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 499.0 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 461.5 1.0% 4 +0.0 pp -0.0 pp +0.4 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 407.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 355.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 341.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 244.7 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 226.1 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 217.5 2.5% 3 +0.4 pp +0.4 pp +2.5 pp +2.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 204.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 184.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 175.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 171.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 154.3 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 152.2 8.2% 3 -0.1 pp -0.3 pp +8.2 pp +8.2 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 146.3 4.5% 3 +0.1 pp -0.1 pp +4.5 pp +4.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 133.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 129.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 121.9 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 114.8 2.1% 3 -0.2 pp -0.4 pp +2.1 pp +2.1 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 109.4 8.2% 3 +2.0 pp +5.7 pp +8.2 pp +8.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 108.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 107.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 105.8 8.9% 3 -0.2 pp +4.9 pp +8.9 pp +8.9 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 104.0 11.4% 5 -0.2 pp -0.2 pp -2.0 pp +2.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 103.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 103.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 102.6 3.7% 1 +3.7 pp +0.6 pp +3.7 pp +3.7 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 91.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 89.3 0.5% 3 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 88.4 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
REBALANCE, LLC CIK 0001811052 0.940 103 87.7 5.1% 3 +0.0 pp -0.3 pp +5.1 pp +5.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 85.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 84.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 84.0 11.3% 3 -1.5 pp -2.3 pp +11.3 pp +11.3 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 79.7 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 75.8 16.4% 3 +0.4 pp -0.7 pp +16.4 pp +16.4 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 73.8 4.8% 3 -0.0 pp +0.2 pp +4.8 pp +4.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 72.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 72.0 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 71.6 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 71.6 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 68.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 67.5 4.3% 3 +0.0 pp -0.0 pp +4.3 pp +4.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 67.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 67.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 65.7 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 65.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 64.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 63.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 60.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 60.2 5.5% 3 +0.0 pp +0.0 pp +5.5 pp +5.5 pp
GDS Wealth Management CIK 0001940869 0.458 232 60.1 3.8% 3 +0.2 pp +0.3 pp +3.8 pp +3.8 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 59.2 2.5% 3 -0.1 pp +0.9 pp +2.5 pp +2.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 59.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 58.2 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 56.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 55.5 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 54.9 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 54.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 54.6 13.4% 3 +0.1 pp -0.1 pp +13.4 pp +13.4 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 53.8 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 53.6 15.1% 3 +0.7 pp +0.6 pp +15.1 pp +15.1 pp
Arkos Global Advisors CIK 0001769089 0.805 124 52.7 6.8% 3 +0.7 pp +0.3 pp +6.8 pp +6.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 52.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 51.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 49.8 6.0% 3 +0.1 pp +0.2 pp +6.0 pp +6.0 pp
&PARTNERS CIK 0000107136 0.806 2509 49.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 48.9 11.9% 1 +11.9 pp -0.5 pp +11.9 pp +11.9 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 48.7 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 48.3 5.9% 3 +0.2 pp +0.1 pp +5.9 pp +5.9 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 46.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 45.8 4.9% 3 +0.4 pp +0.3 pp +4.9 pp +4.9 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 45.2 9.9% 3 -0.3 pp -0.6 pp +9.9 pp +9.9 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 44.6 3.0% 3 +0.1 pp +0.2 pp +3.0 pp +3.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 44.5 1.2% 3 +0.5 pp +0.7 pp +1.2 pp +1.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 43.3 3.0% 3 +0.0 pp +0.0 pp +3.0 pp +3.0 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 40.5 13.4% 3 -0.1 pp +0.1 pp +13.4 pp +13.4 pp
Hudock, Inc. CIK 0001543536 0.674 217 40.5 6.0% 3 -0.2 pp -0.4 pp +6.0 pp +6.0 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 40.3 4.2% 3 -0.6 pp +1.6 pp +4.2 pp +4.2 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 39.6 4.9% 3 +0.5 pp +2.6 pp +4.9 pp +4.9 pp
MilWealth Group LLC CIK 0001972750 0.908 82 39.4 9.4% 3 +0.0 pp -0.1 pp +9.4 pp +9.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 39.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 39.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 38.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.836 146 37.8 11.2% 3 -0.0 pp -0.5 pp +11.2 pp +11.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 37.7 0.2% 3 -0.2 pp +0.0 pp +0.2 pp +0.2 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 37.4 7.8% 3 +0.7 pp +1.7 pp +7.8 pp +7.8 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 37.1 10.4% 3 -0.7 pp -0.9 pp +10.4 pp +10.4 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 36.4 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 36.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 36.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 35.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 34.8 5.4% 5 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 34.8 4.5% 3 +0.1 pp +0.4 pp +4.5 pp +4.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 33.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 33.2 4.1% 3 +0.4 pp -1.4 pp +4.1 pp +4.1 pp
Marion Wealth Management CIK 0001911097 0.503 156 33.1 7.4% 3 -0.1 pp -0.3 pp +7.4 pp +7.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 32.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 32.6 4.4% 3 -0.2 pp -0.5 pp +4.4 pp +4.4 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 32.6 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 32.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 32.1 3.3% 3 -0.1 pp -0.2 pp +3.3 pp +3.3 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 32.1 4.5% 3 +1.9 pp +1.9 pp +4.5 pp +4.5 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 31.7 7.8% 3 +0.1 pp +0.5 pp +7.8 pp +7.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 31.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 31.2 4.8% 3 -0.6 pp -0.9 pp +4.8 pp +4.8 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 31.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 31.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 30.4 6.2% 3 -0.1 pp -0.5 pp +6.2 pp +6.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 30.2 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 30.2 1.1% 3 -0.1 pp +0.6 pp +1.1 pp +1.1 pp
25 LLC CIK 0001968777 0.795 80 29.8 9.5% 3 +0.2 pp +0.0 pp +9.5 pp +9.5 pp
Essex LLC CIK 0001889147 0.576 180 29.6 5.2% 3 -1.1 pp -4.4 pp +5.2 pp +5.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 29.5 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 29.3 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 29.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 28.8 0.4% 3 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 28.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 28.2 10.2% 3 +2.1 pp +3.9 pp +10.2 pp +10.2 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 28.1 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 28.0 8.5% 3 -0.1 pp -0.4 pp +8.5 pp +8.5 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 27.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 27.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 27.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 27.1 4.6% 3 -0.0 pp +0.4 pp +4.6 pp +4.6 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 26.7 5.9% 3 +0.0 pp -0.2 pp +5.9 pp +5.9 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 26.5 8.9% 3 -0.1 pp -0.0 pp +8.9 pp +8.9 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 26.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 26.3 6.2% 3 +0.0 pp -0.2 pp +6.2 pp +6.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 26.2 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 24.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 24.4 3.1% 3 -0.2 pp -0.2 pp +3.1 pp +3.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 23.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 23.1 9.6% 2 -0.8 pp +9.6 pp +9.6 pp +9.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 23.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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WFA of San Diego, LLC CIK 0001821407 0.186 94 1.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
NWAM LLC CIK 0001655006 0.392 684 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Insight Inv LLC CIK 0001909322 0.208 109 1.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
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NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 1.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cooper Financial Group CIK 0001751581 0.393 448 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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FC Advisory LLC CIK 0001683754 0.633 118 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.1 pp -0.1 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
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -1.7 pp -1.8 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -2.5 pp -2.4 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -4.5 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -6.4 pp -6.4 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp -0.0 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
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -2.4 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 VCIT). Qtrs Held counts distinct quarters this fund has actually held VCIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCIT position size. Δ columns are the percentage-point change in VCIT'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