Signals

← Signals

☆VEA

141 in-universe funds with a nonzero position in VEA within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#20
Score / z0.775 / 5.21
Consensus44.57 over 92 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)
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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 9,596.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3,068.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 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 3,012.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 656.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 235.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 199.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 179.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 113.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 100.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 97.2 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 94.3 15.8% 2 +1.4 pp +15.8 pp +15.8 pp +15.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 91.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 55.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 41.6 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 41.4 9.4% 2 -0.2 pp +9.4 pp +9.4 pp +9.4 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 34.6 10.4% 2 +0.9 pp +10.4 pp +10.4 pp +10.4 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 30.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 16.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 15.9 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 14.9 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 14.7 9.3% 2 +0.7 pp +9.3 pp +9.3 pp +9.3 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 14.2 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 13.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 12.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 11.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 11.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 10.9 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 10.1 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 10.0 5.6% 2 +0.4 pp +5.6 pp +5.6 pp +5.6 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 9.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 9.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 9.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 8.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.4 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 7.2 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 6.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 6.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 5.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 4.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 4.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 4.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 4.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 4.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 3.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 3.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 2.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 2.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 2.3 2.3% 2 +0.9 pp +2.3 pp +2.3 pp +2.3 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -16.1 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 VEA). Qtrs Held counts distinct quarters this fund has actually held VEA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VEA position size. Δ columns are the percentage-point change in VEA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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