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☆VFQY

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

Flow ranking

Rank#23133
Score / z0.000 / -0.02
Consensus40.76 over 65 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 32.7 4.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 26.3 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 23.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 10.4 6.2% 5 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.3 2.9% 5 +0.1 pp +0.0 pp +2.4 pp +2.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 4.9 1.5% 6 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 4.4 1.5% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.6 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 3.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 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 2.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 2.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 1.4 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 1.3 0.7% 5 +0.2 pp +0.2 pp +0.2 pp -0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.0 0.2% 5 -1.2 pp -1.3 pp -2.7 pp -3.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.4 0.1% 5 -0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -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 0.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 5 +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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.0 0.0% 0 +0.0 pp -6.6 pp -6.8 pp -6.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 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
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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
☆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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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
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 VFQY). Qtrs Held counts distinct quarters this fund has actually held VFQY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VFQY position size. Δ columns are the percentage-point change in VFQY'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