Signals

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☆VGSR

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

Flow ranking

Rank#923
Score / z0.124 / 0.09
Consensus42.89 over 69 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 0.633 321 130.7 11.9% 4 -0.7 pp -6.8 pp -7.9 pp +11.9 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 38.0 1.6% 6 +0.2 pp +0.7 pp +0.7 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 15.6 2.0% 4 -0.0 pp -0.1 pp -0.1 pp +2.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 13.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 9.5 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 8.4 2.1% 2 +0.2 pp +2.1 pp +1.5 pp +2.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 6.1 2.3% 4 +0.1 pp -0.0 pp -0.2 pp +2.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.6 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 5.6 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 5.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 5.0 2.6% 5 -0.3 pp -1.1 pp -1.7 pp -2.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 2.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.6 1.9% 4 -0.0 pp -0.0 pp -0.0 pp +1.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 2.5 1.2% 4 +0.1 pp -0.0 pp +0.0 pp +1.2 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.4 0.8% 4 -0.0 pp -0.0 pp -0.2 pp +0.8 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 2.3 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 4 -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 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.277 116 0.8 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 3 -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% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Powerhouse Assets LLC CIK 0001564396 0.627 57 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 4 -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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.1 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 +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% 4 +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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -2.5 pp -2.6 pp -2.4 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 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 +0.0 pp -0.1 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
☆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
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 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 (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