Signals

← Signals

☆VDE

694 in-universe funds with a nonzero position in VDE within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1334
Score / z0.017 / 0.02
Consensus218.71 over 409 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 249.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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 202.9 0.0% 4 -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 139.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 130.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 111.7 5.3% 2 +0.7 pp +5.3 pp +5.3 pp +5.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 107.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 98.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 62.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 43.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 42.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 33.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 30.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 26.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 20.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 17.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 14.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 14.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 13.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 12.1 8.2% 2 +0.4 pp +8.2 pp +8.2 pp +8.2 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 12.0 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 11.0 5.6% 2 -1.4 pp +5.6 pp +5.6 pp +5.6 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 10.4 4.2% 2 +1.6 pp +4.2 pp +4.2 pp +4.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 9.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 8.2 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 7.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 7.0 4.4% 2 +2.1 pp +4.4 pp +4.4 pp +4.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 6.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 6.8 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 6.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 6.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 6.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 5.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 4.9 1.1% 2 -1.5 pp +1.1 pp +1.1 pp +1.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 4.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boxwood Ventures, Inc. CIK 0001885946 0.104 37 3.5 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.5 2.0% 2 +1.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 3.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 3.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 3.0 2.7% 3 +0.0 pp -0.2 pp +2.7 pp +2.7 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 3.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 2.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 2.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 2.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 2.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 2.5 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 2.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 2.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 2.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.1 2.7% 2 -1.1 pp +2.7 pp +2.7 pp +2.7 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 2.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 2.0 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 1.8 0.8% 2 -1.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 1.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.8 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.7 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp -0.0 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
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 0.0 0.0% 0 -0.1 pp +0.0 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.8 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
☆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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 VDE). Qtrs Held counts distinct quarters this fund has actually held VDE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VDE position size. Δ columns are the percentage-point change in VDE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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