Signals

← Signals

☆VIGI

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

Flow ranking

Rank#896
Score / z0.134 / 0.10
Consensus202.93 over 386 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-62% / 1.0d

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 ▾
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 640.4 3.1% 2 +0.0 pp +3.1 pp +0.3 pp +3.1 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 616.0 0.0% 6 +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 291.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 204.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 139.4 0.1% 4 -0.0 pp -0.0 pp +0.0 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 124.4 0.0% 4 +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 90.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 89.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 71.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 70.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 56.9 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 40.1 5.3% 4 -0.0 pp -0.0 pp +0.0 pp +5.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 38.5 5.0% 4 -0.3 pp -0.6 pp -0.8 pp +5.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 29.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 27.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 27.5 5.6% 4 -0.1 pp +0.6 pp +0.7 pp +5.6 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 27.3 4.0% 4 +0.1 pp -0.2 pp -0.5 pp +4.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 27.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 25.1 2.0% 4 +0.1 pp +0.0 pp -0.0 pp +2.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 24.2 4.4% 4 -0.1 pp -0.8 pp -1.3 pp +4.4 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 23.9 1.3% 4 -0.2 pp -0.1 pp -0.1 pp +1.3 pp
☆Navalign, LLC CIK 0001820593 0.504 132 22.9 5.8% 4 +0.2 pp +0.1 pp -0.0 pp +5.8 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 20.6 2.1% 4 -0.1 pp -0.1 pp -0.4 pp +2.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 18.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 18.7 2.6% 4 +0.1 pp +0.2 pp +0.1 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 17.9 11.1% 4 -0.3 pp -4.4 pp -5.3 pp +11.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 16.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 16.5 1.9% 4 -0.0 pp +0.0 pp -0.2 pp +1.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 12.5 1.4% 4 -0.3 pp -0.2 pp -0.2 pp +1.4 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 12.4 2.7% 4 +0.1 pp -0.0 pp -0.2 pp +2.7 pp
☆Human Investing LLC CIK 0001767513 0.861 105 12.1 1.8% 4 +0.0 pp -0.0 pp -0.2 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 11.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 11.2 3.8% 4 +0.1 pp +0.1 pp +0.2 pp +3.8 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 11.2 4.5% 4 +1.1 pp +1.3 pp +1.1 pp +4.5 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 11.1 6.1% 4 -0.2 pp +0.6 pp +3.2 pp +6.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 11.1 3.0% 4 -0.7 pp -1.2 pp -1.2 pp +3.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.9 1.0% 1 +1.0 pp +0.9 pp +0.9 pp +1.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 10.7 3.9% 4 +0.4 pp +0.7 pp +1.8 pp +3.9 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 10.7 3.6% 4 -1.5 pp -1.8 pp -1.9 pp +3.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 10.1 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 9.8 2.7% 4 +0.0 pp +0.1 pp -0.1 pp +2.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 9.6 2.6% 4 -0.1 pp -1.1 pp -1.1 pp +2.6 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 9.5 1.2% 4 -0.1 pp -0.0 pp -0.2 pp +1.2 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 9.4 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 9.1 4.7% 4 -0.2 pp -0.5 pp -1.0 pp +4.7 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 8.9 8.1% 3 -3.4 pp -4.4 pp +8.1 pp +8.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 8.5 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.5 1.9% 4 +0.0 pp +0.1 pp +0.0 pp +1.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.8 2.0% 4 -0.0 pp -0.1 pp -0.2 pp +2.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 7.7 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ariston Services Group CIK 0001743859 0.678 70 7.6 4.5% 4 -0.1 pp -0.1 pp -0.7 pp +4.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.4 0.9% 4 +0.4 pp -0.4 pp -0.6 pp +0.9 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 7.3 1.4% 4 +0.3 pp +0.4 pp +0.5 pp +1.4 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 7.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.1 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 7.1 1.2% 4 +0.1 pp +0.1 pp +0.3 pp +1.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.8 1.5% 4 -0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.8 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 6.8 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 6.8 2.4% 4 -0.3 pp -1.8 pp -2.9 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 6.3 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 6.1 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 6.0 2.5% 4 -3.8 pp -3.3 pp -3.8 pp +2.5 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.9 0.8% 4 -0.8 pp -0.1 pp -0.1 pp +0.8 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 5.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.7 1.0% 4 +0.0 pp -0.0 pp -0.2 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.7 0.0% 1 +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 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.5 1.6% 4 -0.1 pp -0.2 pp -0.3 pp +1.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.2 1.2% 4 +0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.0 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 4.9 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.9 1.4% 4 +0.2 pp +0.3 pp +0.3 pp +1.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.9 0.1% 4 -2.7 pp -2.7 pp -2.7 pp +0.1 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 4.8 1.7% 4 -0.1 pp -0.2 pp -0.3 pp +1.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.7 0.8% 4 +0.0 pp -0.0 pp -0.7 pp +0.8 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 4.7 1.9% 4 -0.2 pp -0.1 pp -0.2 pp +1.9 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 4.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.4 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.3 2.1% 4 -0.1 pp +0.1 pp -0.0 pp +2.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 4.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 4.1 1.6% 4 +0.5 pp +0.6 pp +0.7 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 3.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 3.8 1.9% 4 -0.3 pp -0.3 pp -0.4 pp +1.9 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 3.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.8 2.2% 4 +0.0 pp -0.1 pp -0.3 pp +2.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.7 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 3.4 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.4 3.2% 4 -0.3 pp -0.4 pp +1.0 pp +3.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 3.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OMC Financial Services LTD CIK 0002026391 0.472 61 3.2 1.2% 4 +0.5 pp +0.6 pp +0.6 pp +1.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -4.9 pp -5.3 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
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Root LLC CIK 0002027377 0.950 10 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -4.6 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 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 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.5 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
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 0.0 0.0% 0 -1.6 pp -1.5 pp -1.6 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -2.7 pp -2.8 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
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (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