Signals

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☆VGSR

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

Flow ranking

Rank#23719
Score / z-0.367 / -0.49
Consensus31.44 over 49 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 129.8 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 34.2 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆First Pacific Financial CIK 0001810089 0.717 510 14.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 5.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 4.7 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 3.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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
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 VGSR). Qtrs Held counts distinct quarters this fund has actually held VGSR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGSR position size. Δ columns are the percentage-point change in VGSR'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