Signals

← Signals

☆VIG

2392 in-universe funds with a nonzero position in VIG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#92
Score / z1.766 / 2.64
Consensus728.48 over 1443 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆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 4,594.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 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 2,703.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,284.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2,278.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,069.9 4.9% 3 +0.1 pp +0.9 pp +4.9 pp +4.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,484.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,366.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1,177.2 8.0% 2 -0.5 pp +8.0 pp +8.0 pp +8.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,149.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 861.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 672.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 585.0 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 543.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 506.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 490.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 439.4 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 390.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 350.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 344.4 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 339.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 332.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 321.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 298.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 278.1 10.0% 2 -0.6 pp +10.0 pp +10.0 pp +10.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 265.7 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 262.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 261.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 257.2 20.8% 2 -2.1 pp +20.8 pp +20.8 pp +20.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 241.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 236.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 224.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 217.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 211.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 209.0 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 201.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 200.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 198.5 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 185.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 166.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 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 163.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 160.9 3.9% 1 +3.9 pp +3.9 pp -2.4 pp +3.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 159.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 156.0 7.7% 2 -0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 152.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 151.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 151.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 150.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 144.6 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 144.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 143.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 138.2 9.3% 2 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 136.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 134.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 133.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 126.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 123.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 113.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 109.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 100.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 97.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 96.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 94.8 9.0% 2 -0.6 pp +9.0 pp +9.0 pp +9.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 94.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 86.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 84.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 77.6 25.0% 2 +3.6 pp +25.0 pp +25.0 pp +25.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 77.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 76.2 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 74.8 30.8% 2 -0.6 pp +30.8 pp +30.8 pp +30.8 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 73.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 72.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 68.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 68.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 67.3 12.7% 2 +0.6 pp +12.7 pp +12.7 pp +12.7 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 67.0 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 62.8 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 62.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 61.1 6.3% 2 +0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 59.8 9.1% 2 -1.8 pp +9.1 pp +9.1 pp +9.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 59.8 7.9% 2 -0.5 pp +7.9 pp +7.9 pp +7.9 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 59.6 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 59.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 58.8 7.6% 4 -0.4 pp -1.4 pp -0.7 pp +7.6 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 58.1 7.5% 2 -0.2 pp +7.5 pp +7.5 pp +7.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 57.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 55.6 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 54.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 52.7 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 52.7 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 52.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 50.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 49.0 6.5% 2 -0.5 pp +6.5 pp +6.5 pp +6.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 47.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 47.8 10.5% 2 -0.4 pp +10.5 pp +10.5 pp +10.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 47.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 47.3 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 47.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 43.6 10.2% 2 -0.7 pp +10.2 pp +10.2 pp +10.2 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 43.6 13.1% 3 -0.2 pp -1.0 pp +13.1 pp +13.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 43.0 6.1% 2 -0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 42.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 41.9 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 41.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 41.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 40.9 7.5% 2 -0.6 pp +7.5 pp +7.5 pp +7.5 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 40.7 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 40.7 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 40.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 40.3 9.8% 4 +0.2 pp +0.0 pp +0.2 pp +9.8 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 40.3 24.7% 2 -3.9 pp +24.7 pp +24.7 pp +24.7 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 39.8 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 39.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 39.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 39.3 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 39.3 12.5% 2 +3.2 pp +12.5 pp +12.5 pp +12.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 37.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 37.7 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 37.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 37.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 36.9 7.3% 2 +0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.864 29 36.7 16.6% 2 -6.0 pp +16.6 pp +16.6 pp +16.6 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 36.4 3.7% 2 -0.6 pp +3.7 pp +3.7 pp +3.7 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 35.6 6.7% 2 -0.4 pp +6.7 pp +6.7 pp +6.7 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 35.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 35.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 34.7 10.9% 2 +0.1 pp +10.9 pp +10.9 pp +10.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 34.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Human Investing LLC CIK 0001767513 0.861 105 34.6 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 34.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 34.4 5.0% 2 +0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 33.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 33.3 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 32.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 32.4 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 32.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 31.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 31.7 10.4% 4 -1.3 pp -3.4 pp -3.8 pp +10.4 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 31.3 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 30.3 6.6% 2 -0.3 pp +6.6 pp +6.6 pp +6.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 30.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 29.9 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 29.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 29.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 29.2 2.0% 2 +1.5 pp +2.0 pp +2.0 pp +2.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 29.1 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
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☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 12.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 12.8 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 12.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆RPG Investment Advisory, LLC CIK 0001666664 0.411 93 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -5.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -3.5 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 VIG). Qtrs Held counts distinct quarters this fund has actually held VIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIG position size. Δ columns are the percentage-point change in VIG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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