Signals

← Signals

☆VIGI

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

Flow ranking

Rank#24307
Score / z-0.425 / -0.64
Consensus201.36 over 382 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 590.5 0.0% 4 +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 343.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 172.9 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 162.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 130.5 0.1% 2 +0.0 pp +0.1 pp +0.1 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 115.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 106.1 6.6% 2 -1.0 pp +6.6 pp +6.6 pp +6.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 98.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 97.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 67.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 67.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 54.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 53.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 47.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 46.5 9.1% 2 -0.6 pp +9.1 pp +9.1 pp +9.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 41.6 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 37.4 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 34.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 32.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 28.1 5.3% 2 -0.5 pp +5.3 pp +5.3 pp +5.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 27.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 26.3 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 25.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 24.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 24.2 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 22.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 21.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navalign, LLC CIK 0001820593 0.504 132 21.5 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 20.6 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.4 0.0% 3 -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 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 18.0 15.5% 2 -0.9 pp +15.5 pp +15.5 pp +15.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 16.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 15.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 14.7 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 13.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 12.9 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 12.7 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 12.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 12.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Human Investing LLC CIK 0001767513 0.861 105 12.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 11.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 10.8 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 10.7 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 10.6 4.1% 2 -1.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 10.6 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 10.4 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 10.4 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 9.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 9.5 5.5% 2 +2.6 pp +5.5 pp +5.5 pp +5.5 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 9.3 5.2% 2 -0.5 pp +5.2 pp +5.2 pp +5.2 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 9.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 9.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 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 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 8.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 8.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 8.0 3.3% 2 +1.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 7.9 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariston Services Group CIK 0001743859 0.678 70 7.7 4.6% 2 -0.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 7.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 7.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 7.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 7.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 7.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 6.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 6.3 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.7 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Trust CIK 0001905128 0.729 334 5.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 4.9 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 4.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 4.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.7 0.8% 2 -0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 4.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 4.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 4.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Oak Root LLC CIK 0002027377 0.950 10 4.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 4.3 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.1 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 3.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 3.8 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 3.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.6 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.5 3.6% 2 +1.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 3.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
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☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.7 pp -0.5 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -2.9 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 VIGI). Qtrs Held counts distinct quarters this fund has actually held VIGI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIGI position size. Δ columns are the percentage-point change in VIGI'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