Signals

← Signals

☆VGIT

973 in-universe funds with a nonzero position in VGIT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#44
Score / z3.885 / 5.51
Consensus370.09 over 668 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,632.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 3,081.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 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 1,355.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,312.0 3.5% 3 +0.1 pp +0.1 pp +3.5 pp +3.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,070.1 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1,002.3 10.6% 3 +0.9 pp +3.6 pp +10.6 pp +10.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 753.1 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆NEPC LLC CIK 0001424799 0.960 53 487.7 10.4% 3 +0.2 pp +0.7 pp +10.4 pp +10.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 473.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 375.8 4.2% 3 -0.5 pp -0.3 pp +4.2 pp +4.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 367.6 16.0% 2 -1.1 pp +16.0 pp +16.0 pp +16.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 336.4 5.2% 3 -0.9 pp +0.3 pp +5.2 pp +5.2 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 311.8 26.0% 3 +2.2 pp +1.7 pp +26.0 pp +26.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 296.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 291.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 261.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 253.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 211.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 209.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 208.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 194.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 190.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 186.1 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 182.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 158.9 7.3% 3 +0.3 pp +0.1 pp +7.3 pp +7.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 152.3 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 148.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 148.1 4.5% 3 +0.1 pp -0.1 pp +4.5 pp +4.5 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 122.9 9.9% 3 +0.5 pp +0.2 pp +9.9 pp +9.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 109.2 1.3% 3 -3.0 pp -3.0 pp +1.3 pp +1.3 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 103.7 5.6% 3 +0.0 pp -0.2 pp +5.6 pp +5.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 103.5 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.5 0.0% 3 +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 95.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 93.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 90.4 4.1% 3 +3.8 pp +3.9 pp +4.1 pp +4.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 89.2 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 88.5 1.6% 3 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 87.3 1.6% 3 -0.3 pp -0.4 pp +1.6 pp +1.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 85.3 1.1% 3 -0.0 pp +0.4 pp +1.1 pp +1.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 84.2 7.7% 3 +0.1 pp -0.2 pp +7.7 pp +7.7 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 79.0 2.5% 3 +0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 78.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 76.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 72.3 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 71.4 7.0% 2 +6.8 pp +7.0 pp +7.0 pp +7.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 67.0 8.1% 3 +0.3 pp +0.5 pp +8.1 pp +8.1 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 65.4 9.1% 3 +0.4 pp +0.3 pp +9.1 pp +9.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 65.2 4.3% 3 +0.1 pp -0.1 pp +4.3 pp +4.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 65.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 63.2 17.7% 3 +0.0 pp -0.3 pp +17.7 pp +17.7 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 62.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 62.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 56.0 8.8% 3 +0.7 pp +0.5 pp +8.8 pp +8.8 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 54.4 4.6% 3 -0.1 pp -1.0 pp +4.6 pp +4.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 50.6 0.9% 3 -0.0 pp -0.5 pp +0.9 pp +0.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 48.4 5.2% 3 +0.0 pp -0.1 pp +5.2 pp +5.2 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 48.2 2.8% 3 -0.2 pp -1.1 pp +2.8 pp +2.8 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 48.2 2.7% 3 +2.3 pp +2.1 pp +2.7 pp +2.7 pp
☆Cliffwater LLC CIK 0001659851 0.854 22 46.3 9.7% 3 -0.1 pp +1.0 pp +9.7 pp +9.7 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 44.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 44.4 2.4% 3 +0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 44.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 44.0 2.3% 3 +1.2 pp +1.1 pp +2.3 pp +2.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 42.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 40.3 2.5% 3 +0.0 pp +0.8 pp +2.5 pp +2.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 40.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 39.3 4.2% 3 -0.0 pp -0.2 pp +4.2 pp +4.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 38.8 2.6% 3 -0.3 pp -0.3 pp +2.6 pp +2.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 38.7 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 38.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 38.3 2.0% 3 +0.1 pp +0.6 pp +2.0 pp +2.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 38.2 3.6% 3 -0.1 pp -0.3 pp +3.6 pp +3.6 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 37.4 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 36.9 8.8% 3 +0.1 pp +0.0 pp +8.8 pp +8.8 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 36.8 2.3% 3 +0.2 pp +0.1 pp +2.3 pp +2.3 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 36.6 13.4% 3 -0.3 pp +4.6 pp +13.4 pp +13.4 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 36.0 18.0% 5 -0.3 pp -0.9 pp -2.8 pp -3.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 35.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 35.4 10.0% 3 -0.1 pp +0.0 pp +10.0 pp +10.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 35.4 6.9% 2 -1.0 pp +6.9 pp -10.4 pp +6.9 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 35.0 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 34.7 9.7% 3 +1.2 pp +1.2 pp +9.7 pp +9.7 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 34.4 7.3% 3 -0.1 pp -0.4 pp +7.3 pp +7.3 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 34.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 33.8 4.1% 3 +0.0 pp -0.0 pp +4.1 pp +4.1 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 33.5 8.2% 1 +8.2 pp -0.4 pp +8.2 pp +8.2 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 33.3 5.2% 3 +0.0 pp +0.4 pp +5.2 pp +5.2 pp
☆Emprise Bank CIK 0002018815 0.570 109 33.3 13.8% 3 +0.3 pp +0.3 pp +13.8 pp +13.8 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 32.8 1.2% 3 +0.4 pp +0.4 pp +1.2 pp +1.2 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 32.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 31.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 30.6 3.8% 3 -0.1 pp -0.5 pp +3.8 pp +3.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 30.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 29.5 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 29.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 28.8 2.4% 3 +0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 28.5 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 27.8 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 27.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 26.9 2.5% 3 +0.0 pp +0.0 pp +2.5 pp +2.5 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 26.6 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 26.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 26.3 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 26.2 10.0% 4 +0.2 pp +0.0 pp -0.6 pp +10.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 26.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 26.1 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 24.8 5.6% 3 +1.3 pp +1.9 pp +5.6 pp +5.6 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 24.6 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 24.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 24.2 0.9% 3 +0.9 pp +0.8 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 23.8 2.5% 3 +2.0 pp +2.0 pp +2.5 pp +2.5 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 22.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 22.9 7.3% 3 +0.6 pp +0.6 pp +7.3 pp +7.3 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 22.8 6.1% 3 +0.2 pp -0.7 pp +6.1 pp +6.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 22.7 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 22.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 22.3 1.1% 3 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 22.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 22.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 21.8 5.6% 3 +0.1 pp -0.2 pp +5.6 pp +5.6 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 21.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 21.2 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 21.0 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 20.5 1.1% 3 -0.6 pp -7.2 pp +1.1 pp +1.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 19.3 4.3% 3 +0.1 pp +0.1 pp +4.3 pp +4.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.3 0.4% 4 +0.0 pp +0.0 pp -0.2 pp +0.4 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 19.1 2.5% 3 +0.4 pp +0.2 pp +2.5 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 18.7 3.3% 3 +0.0 pp +0.0 pp +3.3 pp +3.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 18.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 18.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆DORVAL Corp CIK 0001999144 0.667 49 18.1 5.8% 3 +1.9 pp +4.1 pp +5.8 pp +5.8 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 17.9 4.3% 3 +0.1 pp +3.1 pp +4.3 pp +4.3 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 17.5 5.9% 3 -0.1 pp -0.0 pp +5.9 pp +5.9 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 17.4 3.5% 3 -0.2 pp +0.1 pp +3.5 pp +3.5 pp
☆Roth Financial Partners LLC CIK 0001840888 0.893 33 17.4 5.7% 3 -0.0 pp -0.2 pp +5.7 pp +5.7 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 17.3 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 17.1 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 16.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 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 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.0 0.0% 0 +0.0 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
☆Virtus Fixed Income Advisers, LLC CIK 0002079921 0.524 85 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.8 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 -19.3 pp -19.3 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -5.1 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 VGIT). Qtrs Held counts distinct quarters this fund has actually held VGIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGIT position size. Δ columns are the percentage-point change in VGIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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