Signals

← Signals

☆VGLT

388 in-universe funds with a nonzero position in VGLT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#255
Score / z0.861 / 1.08
Consensus141.10 over 262 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+10% / 1.0d

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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 700.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 627.7 0.2% 1 +0.2 pp +0.2 pp +0.2 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 519.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 448.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 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 394.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 365.9 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 244.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 178.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 171.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 160.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 136.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 115.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 94.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 92.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 70.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 65.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 64.7 3.3% 3 -0.6 pp -0.6 pp +3.3 pp +3.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 61.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 53.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 52.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 49.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rainwater Charitable Foundation CIK 0001729139 0.860 4 47.8 28.2% 1 +28.2 pp +28.2 pp +28.2 pp +28.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.2 0.0% 1 +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 47.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 44.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 42.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 39.9 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 39.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INCOME RESEARCH & MANAGEMENT CIK 0001165830 0.184 30 39.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 39.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 38.8 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 31.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 30.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 28.2 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 25.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 24.7 2.4% 3 -0.5 pp -0.3 pp +2.4 pp +2.4 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 23.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 22.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 21.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 19.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 19.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 18.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 18.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 17.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 16.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 15.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 15.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 14.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 14.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 14.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 13.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 13.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 11.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 11.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 10.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 10.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 9.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 9.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 9.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 9.1 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 9.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 8.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 8.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quadratic Capital Management LLC CIK 0001697722 0.784 2 7.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 7.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 7.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 7.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rinkey Investments CIK 0001730774 0.601 128 6.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 6.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 6.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 5.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 5.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 4.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆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
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 VGLT). Qtrs Held counts distinct quarters this fund has actually held VGLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGLT position size. Δ columns are the percentage-point change in VGLT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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