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☆VCV

75 in-universe funds with a nonzero position in VCV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23234
Score / z0.000 / -0.02
Consensus27.80 over 46 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 30.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 15.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 10.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 6.2 0.2% 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 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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 1.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.4 0.3% 6 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 0.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.2 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 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 VCV). Qtrs Held counts distinct quarters this fund has actually held VCV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCV position size. Δ columns are the percentage-point change in VCV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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