Signals

VFH

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

Flow ranking

Rank#21505
Score / z0.000 / -0.02
Consensus261.42 over 479 funds
Momentumnot computed

Price & positioning

224 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)
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 2,893.2 0.2% 5 -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 442.8 0.0% 6 -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 233.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 230.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 196.2 3.1% 4 +0.1 pp +0.3 pp -0.5 pp +3.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 154.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 116.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 112.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 111.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 111.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 80.8 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 67.0 3.8% 4 -1.9 pp -1.8 pp -2.9 pp +3.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 55.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 54.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 50.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 40.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
ALLIANZ SE CIK 0001127508 0.910 519 32.3 0.4% 5 +0.4 pp -0.0 pp +0.4 pp -0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 25.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 25.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 24.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 24.3 0.0% 4 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 23.4 0.8% 4 -0.1 pp -0.1 pp -0.7 pp +0.8 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 21.5 4.4% 4 +0.2 pp +0.1 pp -0.3 pp +4.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Main Management LLC CIK 0001583092 0.804 95 19.0 1.4% 4 +0.9 pp +1.0 pp +1.0 pp +1.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 17.6 3.0% 4 -0.8 pp -0.7 pp -1.0 pp +3.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 17.5 3.4% 4 -0.3 pp -0.3 pp -0.5 pp +3.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 17.3 5.1% 4 -0.4 pp -0.4 pp -0.5 pp +5.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 17.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 16.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 16.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 16.1 0.6% 4 -0.3 pp +0.6 pp +0.5 pp +0.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 14.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 13.8 5.1% 4 -0.4 pp -0.4 pp -0.6 pp +5.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 13.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 12.5 3.2% 4 -0.0 pp -0.2 pp -0.2 pp +3.2 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 12.4 6.1% 4 -0.4 pp -0.4 pp +0.1 pp +6.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 12.2 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 11.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 10.6 1.5% 3 -0.2 pp -0.2 pp +1.5 pp +1.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 10.1 3.4% 4 -0.8 pp -0.9 pp -1.2 pp +3.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 9.4 0.8% 4 -0.1 pp +0.1 pp +0.2 pp +0.8 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 7.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LCM Capital Management Inc CIK 0001861752 0.575 124 7.5 3.8% 4 -0.2 pp -0.1 pp -0.3 pp +3.8 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.3 0.8% 2 -0.1 pp +0.8 pp -0.4 pp +0.8 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 7.1 1.6% 4 -0.1 pp -0.1 pp -0.3 pp +1.6 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 7.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 6.3 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.2 4.1% 4 -0.3 pp -0.6 pp -0.7 pp +4.1 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 6.1 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 6.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.0 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 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 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.8 2.0% 4 -4.3 pp -4.6 pp -9.6 pp +2.0 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
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 5.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 5.7 1.7% 4 -0.2 pp -0.1 pp -0.3 pp +1.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 5.3 3.1% 4 -1.1 pp -1.0 pp -2.2 pp +3.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 4.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 4.9 2.4% 4 -0.8 pp -0.9 pp -1.2 pp +2.4 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 4.8 2.1% 4 -0.1 pp +0.0 pp +0.1 pp +2.1 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 4.7 1.5% 4 -0.1 pp -0.0 pp -0.1 pp +1.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.6 0.5% 4 -0.1 pp -0.0 pp +0.0 pp +0.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 4.4 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 4.4 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 4.3 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
North Forty Two & Co. CIK 0002055134 0.221 104 4.0 3.7% 4 -0.5 pp -0.6 pp -0.8 pp +3.7 pp
Argentarii, LLC CIK 0002030055 0.348 213 3.8 1.3% 4 -0.2 pp -0.5 pp -0.7 pp +1.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joule Financial, LLC CIK 0001929070 0.731 116 3.7 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RCW Management, LLC CIK 0002104402 0.332 68 3.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 3.4 1.3% 4 -0.1 pp -0.2 pp -0.4 pp +1.3 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
City State Bank CIK 0001910666 0.322 809 3.3 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 3.3 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 3.2 1.1% 4 -0.0 pp +0.1 pp +0.5 pp +1.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 3.1 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
BOKF, NA CIK 0000009634 0.752 1160 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 2.8 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 2.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 2.6 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 2.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.4 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 2.3 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.2 0.9% 3 +0.6 pp +0.7 pp +0.9 pp +0.9 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.1 0.2% 4 -0.3 pp -0.2 pp -0.1 pp +0.2 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Avion Wealth CIK 0001792704 0.773 1750 2.1 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
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RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.0 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 0.0 0.0% 0 -4.9 pp -5.8 pp -6.4 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
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 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 -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +0.0 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 -0.1 pp +0.0 pp
NRI Wealth Management LC CIK 0002027950 0.718 31 0.0 0.0% 0 +0.0 pp -0.2 pp -2.6 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -3.3 pp -3.4 pp +0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -3.0 pp -2.8 pp -2.6 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.9 pp -1.1 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 -0.0 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
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 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
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 VFH). Qtrs Held counts distinct quarters this fund has actually held VFH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VFH position size. Δ columns are the percentage-point change in VFH'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