Signals

← Signals

☆VGLT

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

Flow ranking

Rank#768
Score / z0.185 / 0.15
Consensus161.17 over 294 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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 860.4 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 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 656.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 471.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆NEPC LLC CIK 0001424799 0.960 53 465.2 9.3% 4 +0.0 pp -1.0 pp -0.1 pp +9.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 383.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 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 291.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 269.5 5.7% 4 +0.2 pp -0.2 pp -0.4 pp +5.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 153.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 148.9 2.4% 4 +0.2 pp +0.0 pp -0.6 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 126.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 85.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 72.4 3.4% 4 +0.2 pp +0.1 pp -0.1 pp +3.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 67.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 61.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 58.9 2.0% 6 -0.3 pp -0.6 pp -1.3 pp -2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 58.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 57.4 0.7% 4 -0.0 pp -0.1 pp -0.0 pp +0.7 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 56.7 0.6% 4 +0.1 pp +0.1 pp -1.4 pp +0.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 49.6 0.7% 4 +0.2 pp +0.1 pp +0.5 pp +0.7 pp
☆Rainwater Charitable Foundation CIK 0001729139 0.860 4 49.1 25.3% 4 -3.9 pp -5.0 pp -2.9 pp +25.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 48.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 46.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 44.8 12.9% 4 -0.1 pp -1.6 pp -1.3 pp +12.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 44.4 0.1% 4 +0.0 pp -0.0 pp +0.0 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 43.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.756 19 41.5 9.3% 4 +4.2 pp +2.7 pp +6.2 pp +9.3 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 40.3 8.9% 4 -0.0 pp -0.6 pp -1.1 pp +8.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 38.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 38.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 36.0 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 35.4 1.3% 4 +0.2 pp +0.1 pp +0.2 pp +1.3 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 33.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 27.3 0.5% 4 -0.1 pp -0.3 pp -0.6 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 25.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 24.6 1.7% 4 +0.1 pp +0.2 pp +0.5 pp +1.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 24.3 2.0% 6 -0.1 pp -0.2 pp -0.3 pp -0.8 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 23.3 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 22.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 22.3 2.9% 4 +0.1 pp -0.2 pp -0.3 pp +2.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 21.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 21.8 3.7% 4 +0.4 pp +0.3 pp +0.7 pp +3.7 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 19.7 2.0% 4 +0.0 pp -0.0 pp -0.1 pp +2.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 18.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 17.9 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 17.6 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 16.2 5.1% 4 +0.2 pp +0.7 pp +1.1 pp +5.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 14.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 14.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WLTH Capital Management, LLC CIK 0002112635 0.480 29 14.0 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 13.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Professional Financial Management, Inc. CIK 0002130270 0.369 24 13.5 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 13.3 0.2% 6 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 12.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 12.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 12.1 5.3% 4 +0.2 pp +0.1 pp +0.2 pp +5.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.3 0.3% 4 -0.3 pp -0.5 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 10.6 0.7% 4 +0.1 pp +0.3 pp -0.3 pp +0.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 10.4 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 10.0 3.5% 5 +0.3 pp +0.3 pp +0.0 pp -0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 9.8 2.6% 4 +0.0 pp -0.2 pp +0.0 pp +2.6 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 9.7 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Rinkey Investments CIK 0001730774 0.601 128 8.1 2.1% 4 +0.8 pp +0.1 pp -0.0 pp +2.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.0 2.3% 4 -0.0 pp -0.1 pp -0.2 pp +2.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 7.7 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 7.7 3.2% 4 -0.3 pp -0.0 pp -1.3 pp +3.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 7.7 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 7.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 7.5 3.3% 4 +0.1 pp +0.1 pp +0.2 pp +3.3 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 7.4 1.1% 4 +0.4 pp +0.6 pp +1.0 pp +1.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 7.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 6.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 6.8 3.2% 2 +0.9 pp +3.2 pp +3.0 pp +3.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 6.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.2 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 6.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 5.9 1.4% 3 +1.2 pp +0.8 pp +1.4 pp +1.4 pp
☆Quadratic Capital Management LLC CIK 0001697722 0.784 2 5.9 1.5% 4 -0.3 pp -0.3 pp -1.7 pp +1.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 5.8 3.9% 4 +0.0 pp -0.1 pp -0.2 pp +3.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 5.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 5.4 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 5.4 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 5.3 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 5.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 4.7 3.3% 3 +0.0 pp -0.0 pp +3.3 pp +3.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.6 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 4.5 4.1% 4 +0.0 pp -0.1 pp -0.3 pp +4.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 4.2 1.8% 4 +0.6 pp +0.3 pp +0.1 pp +1.8 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.1 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 4.1 0.5% 4 -0.0 pp -0.2 pp -0.3 pp +0.5 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.259 179 4.1 2.6% 4 +0.1 pp -0.2 pp +2.2 pp +2.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 4.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.8 2.6% 5 -0.1 pp -0.0 pp +1.0 pp +0.8 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 3.6 1.2% 4 +0.4 pp +0.4 pp +0.4 pp +1.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.597 54 3.3 2.1% 4 -0.0 pp -2.8 pp -2.3 pp +2.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 3.2 0.9% 4 -0.2 pp -0.5 pp -0.2 pp +0.9 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 2.9 3.2% 4 +2.3 pp +2.6 pp +2.7 pp +3.2 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 2.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.5 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 2.5 0.9% 3 -0.2 pp -0.8 pp +0.9 pp +0.9 pp
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☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 0.0 0.0% 0 -1.3 pp -2.2 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.0 0.0% 0 -2.0 pp -2.0 pp -2.1 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.4 pp -1.8 pp -1.4 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
☆AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -1.6 pp -1.9 pp -2.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 -0.1 pp -0.1 pp -0.5 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 -0.0 pp +0.0 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
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -2.7 pp -7.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 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
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.4 pp -0.5 pp -0.8 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 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
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.1 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
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp +0.0 pp -7.5 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INCOME RESEARCH & MANAGEMENT CIK 0001165830 0.184 30 0.0 0.0% 0 +0.0 pp +0.0 pp -10.6 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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 (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