Signals

← Signals

☆VDC

785 in-universe funds with a nonzero position in VDC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22942
Score / z-0.318 / -0.31
Consensus224.17 over 416 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-41% / 1.0d

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 ▾
☆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 973.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 201.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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 134.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 105.3 1.6% 4 +0.3 pp +0.3 pp -0.4 pp +1.6 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 100.8 14.1% 4 +0.5 pp -0.4 pp -2.4 pp +14.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 94.5 5.3% 4 +0.2 pp +0.2 pp -1.1 pp +5.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 91.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 70.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 60.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 57.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 53.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 42.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.2 0.1% 5 +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 32.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 28.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 21.1 0.8% 4 +0.0 pp +0.8 pp +0.7 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 18.4 4.1% 5 +0.4 pp +0.3 pp -0.0 pp -0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 18.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 15.5 1.0% 4 +0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 15.4 2.8% 4 -0.1 pp -0.2 pp -0.4 pp +2.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.2 0.1% 4 -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 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 13.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 10.7 3.9% 4 +0.4 pp +0.4 pp -0.6 pp +3.9 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 10.1 6.3% 4 +0.6 pp +0.6 pp +1.8 pp +6.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 9.1 1.6% 4 -0.2 pp -0.2 pp -0.5 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 8.6 3.2% 4 +0.2 pp +0.0 pp -0.2 pp +3.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 8.5 0.6% 4 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 6.8 0.7% 4 +0.1 pp +0.0 pp -0.0 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 6.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.6 4.4% 4 +0.4 pp +0.1 pp -0.3 pp +4.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 6.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 6.3 1.8% 4 +0.2 pp +0.2 pp +0.2 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merrithew & Thorsten Inc CIK 0002107460 0.745 116 5.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.8 0.3% 4 +0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 5.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 5.7 1.2% 4 -0.5 pp -0.6 pp -0.9 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.6 0.0% 5 +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 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 5.5 2.4% 4 +0.0 pp +0.3 pp +0.2 pp +2.4 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 5.3 3.6% 4 +0.6 pp +0.3 pp +0.3 pp +3.6 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 5.3 1.3% 4 -0.5 pp +0.2 pp -1.7 pp +1.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 5.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 5.2 2.0% 4 -0.1 pp -0.2 pp -0.5 pp +2.0 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 5.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 4.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 4.7 1.6% 4 +0.0 pp -0.0 pp -0.6 pp +1.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 4.0 1.4% 4 +0.0 pp -0.1 pp -0.4 pp +1.4 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 3.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 3.7 1.1% 6 +0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 3.7 2.2% 4 +0.2 pp +0.1 pp -0.2 pp +2.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 3.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 3.6 1.6% 4 -0.3 pp -0.3 pp -0.3 pp +1.6 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 3.5 1.0% 4 +0.1 pp +0.0 pp -0.1 pp +1.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 3.4 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 3.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 3.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 3.0 0.9% 4 +0.0 pp +0.1 pp -0.0 pp +0.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 3.0 0.7% 4 +0.2 pp +0.1 pp +0.0 pp +0.7 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 2.9 2.2% 4 -0.0 pp -0.0 pp -0.2 pp +2.2 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 2.9 0.6% 4 -0.4 pp -0.4 pp -0.5 pp +0.6 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.7 1.0% 4 +0.0 pp -0.1 pp -0.3 pp +1.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.6 0.9% 4 -0.0 pp -0.2 pp -0.4 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 2.5 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.5 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.5 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 2.4 0.9% 4 -0.0 pp +0.1 pp -0.4 pp +0.9 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 2.3 0.3% 2 +0.1 pp +0.3 pp +0.0 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.2 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆RCW Management, LLC CIK 0002104402 0.332 68 2.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 2.2 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 2.1 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 2.1 0.7% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 2.0 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Calder Financial LLC CIK 0002106810 0.520 43 1.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 1.9 0.7% 4 +0.0 pp -0.3 pp -0.0 pp +0.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 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 +0.0 pp -1.5 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 VDC). Qtrs Held counts distinct quarters this fund has actually held VDC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VDC position size. Δ columns are the percentage-point change in VDC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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