Signals

← Signals

☆VGSH

1111 in-universe funds with a nonzero position in VGSH within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#91
Score / z2.107 / 2.99
Consensus360.67 over 664 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 2,600.1 0.2% 3 +0.1 pp +0.1 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 1,396.0 0.1% 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 611.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 526.1 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 494.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 474.5 10.5% 3 +0.4 pp +0.1 pp +10.5 pp +10.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 321.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 283.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 277.9 4.7% 5 +0.0 pp -1.5 pp -2.9 pp -2.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 258.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 223.3 2.4% 3 -0.4 pp -0.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 220.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 205.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 201.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 201.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 190.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 170.3 6.3% 3 +0.6 pp +0.2 pp +6.3 pp +6.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 163.7 1.4% 3 +1.0 pp +0.6 pp +1.4 pp +1.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 149.9 2.4% 3 +0.2 pp +0.2 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 147.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 132.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 131.2 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 119.0 5.3% 3 -0.2 pp -0.4 pp +5.3 pp +5.3 pp
☆NEPC LLC CIK 0001424799 0.960 53 117.1 2.5% 3 +0.6 pp +0.7 pp +2.5 pp +2.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 116.0 1.3% 3 +1.1 pp +1.1 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 112.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 105.3 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 103.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 101.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 100.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 88.1 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 87.1 8.5% 3 +2.2 pp +2.1 pp +8.5 pp +8.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 86.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 86.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 82.2 1.1% 3 +0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 80.6 0.1% 4 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 79.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 78.0 3.5% 3 +1.1 pp +2.3 pp +3.5 pp +3.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 76.7 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 76.5 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 76.4 2.1% 3 -0.0 pp -0.2 pp +2.1 pp +2.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 74.4 4.2% 3 +0.0 pp -0.0 pp +4.2 pp +4.2 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 70.6 1.1% 3 -0.3 pp -0.0 pp +1.1 pp +1.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 70.6 2.3% 3 -0.0 pp +2.1 pp +2.3 pp +2.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 66.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 65.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 65.0 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 64.2 12.9% 3 +0.9 pp +2.4 pp +12.9 pp +12.9 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 63.3 4.0% 3 +0.1 pp +0.8 pp +4.0 pp +4.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 61.1 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 60.6 11.3% 3 -0.0 pp -1.0 pp +11.3 pp +11.3 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 56.0 6.1% 3 +0.1 pp -0.2 pp +6.1 pp +6.1 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 55.8 13.0% 3 +0.2 pp -0.1 pp +13.0 pp +13.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 55.7 10.2% 3 +0.2 pp +0.3 pp +10.2 pp +10.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 54.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 54.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 54.3 4.4% 3 +0.3 pp +3.6 pp +4.4 pp +4.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 53.2 14.8% 3 +1.0 pp -0.5 pp +14.8 pp +14.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 52.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 51.2 4.3% 3 -0.0 pp -0.2 pp +4.3 pp +4.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 51.2 2.3% 3 -3.5 pp -3.8 pp +2.3 pp +2.3 pp
☆Westerkirk Capital Inc. CIK 0002080423 0.554 212 51.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 48.4 21.4% 3 +0.1 pp -0.7 pp +21.4 pp +21.4 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 47.9 2.8% 3 +0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 47.9 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 47.8 5.1% 3 +0.2 pp +0.3 pp +5.1 pp +5.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 47.3 9.4% 3 +0.1 pp -0.2 pp +9.4 pp +9.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 47.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 43.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 40.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 40.1 5.0% 3 -0.1 pp -0.3 pp +5.0 pp +5.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 39.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 39.5 6.2% 3 +0.0 pp -0.1 pp +6.2 pp +6.2 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 36.4 8.2% 3 -3.0 pp -4.0 pp +8.2 pp +8.2 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 36.2 2.6% 3 +0.6 pp +0.7 pp +2.6 pp +2.6 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 36.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 35.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 34.8 6.2% 3 -0.1 pp -0.2 pp +6.2 pp +6.2 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 34.2 5.4% 3 +0.2 pp -0.1 pp +5.4 pp +5.4 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 34.1 4.2% 3 +0.2 pp +0.0 pp +4.2 pp +4.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 33.9 3.7% 3 +0.1 pp +0.0 pp +3.7 pp +3.7 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 32.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 32.5 11.5% 3 -0.4 pp +0.1 pp +11.5 pp +11.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 31.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 31.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 31.6 2.1% 3 -0.1 pp -1.7 pp +2.1 pp +2.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 31.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 31.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 30.8 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 30.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 30.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 30.1 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 29.7 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 29.7 4.3% 3 +0.0 pp +0.1 pp +4.3 pp +4.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 29.4 7.8% 3 +0.4 pp +0.1 pp +7.8 pp +7.8 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 29.3 6.5% 3 +0.0 pp -0.5 pp +6.5 pp +6.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 29.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 28.7 11.8% 3 -2.0 pp -10.9 pp +11.8 pp +11.8 pp
☆MASECO LLP CIK 0002074052 0.917 291 28.6 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 28.3 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 27.9 8.8% 3 +0.3 pp +1.0 pp +8.8 pp +8.8 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 27.5 11.5% 3 -1.2 pp -1.5 pp +11.5 pp +11.5 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 27.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 26.9 6.1% 3 +0.1 pp +0.6 pp +6.1 pp +6.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 26.8 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 26.5 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 26.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 25.2 3.5% 3 -0.0 pp -0.2 pp +3.5 pp +3.5 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 24.4 10.0% 2 -1.2 pp +10.0 pp +10.0 pp +10.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 23.9 1.2% 3 +0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 23.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 23.7 2.1% 3 +0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 23.7 3.6% 3 +2.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 23.2 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.395 160 22.9 3.7% 3 +0.2 pp -0.1 pp +3.7 pp +3.7 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 22.4 3.8% 3 +0.1 pp +0.1 pp +3.8 pp +3.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 22.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Alta Advisers Ltd CIK 0001536114 0.367 219 22.4 8.1% 3 -3.5 pp -0.1 pp +8.1 pp +8.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 22.2 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 21.6 1.9% 3 +0.3 pp +0.2 pp +1.9 pp +1.9 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 21.0 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆SHAH CAPITAL MANAGEMENT CIK 0001383838 0.917 9 20.9 4.0% 3 +0.3 pp -0.2 pp +4.0 pp +4.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 20.3 3.5% 1 +3.5 pp +2.4 pp +3.5 pp +3.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 19.5 2.0% 3 +0.5 pp +0.5 pp +2.0 pp +2.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 19.5 1.4% 3 +0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆Human Investing LLC CIK 0001767513 0.861 105 18.7 2.6% 3 -0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 18.5 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 18.5 1.7% 3 +0.4 pp +0.6 pp +1.7 pp +1.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 18.5 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 18.2 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 17.3 9.8% 3 +1.5 pp +2.4 pp +9.8 pp +9.8 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 16.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 16.4 10.7% 3 +0.2 pp -1.8 pp +10.7 pp +10.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 15.6 7.2% 3 -1.0 pp +1.0 pp +7.2 pp +7.2 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 15.6 3.4% 3 -0.1 pp -0.4 pp +3.4 pp +3.4 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 15.5 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 15.4 3.6% 3 +0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆BOKF, NA CIK 0000009634 0.752 1160 15.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 4.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 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 VGSH). Qtrs Held counts distinct quarters this fund has actually held VGSH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGSH position size. Δ columns are the percentage-point change in VGSH'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