Signals

← Signals

☆VONG

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

Flow ranking

Rank#24494
Score / z-1.464 / -2.19
Consensus277.28 over 521 funds
Momentumno 12m return

Price & positioning

250 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 4,070.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1,268.8 1.5% 2 +1.4 pp +1.5 pp +1.5 pp +1.5 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 1,063.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 925.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 577.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 485.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 481.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 480.3 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 480.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 420.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 383.2 2.3% 3 -0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 356.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 351.8 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 253.9 8.8% 2 -0.5 pp +8.8 pp +8.8 pp +8.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 239.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 220.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 186.6 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 171.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 145.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 139.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 129.0 10.8% 2 -0.8 pp +10.8 pp +10.8 pp +10.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 118.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 117.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 109.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 107.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 95.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 95.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 81.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 80.9 4.9% 2 -1.9 pp +4.9 pp +4.9 pp +4.9 pp
☆LPWM LLC CIK 0001801101 0.514 98 77.6 20.7% 2 +0.6 pp +20.7 pp +20.7 pp +20.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 77.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 76.9 7.7% 2 -0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 75.9 14.9% 2 +0.1 pp +14.9 pp +14.9 pp +14.9 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 75.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 75.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 73.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 67.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 65.3 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 65.1 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 64.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 63.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 63.5 29.3% 2 -0.1 pp +29.3 pp +29.3 pp +29.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 59.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 59.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 58.7 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 55.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 54.5 5.6% 2 -0.5 pp +5.6 pp +5.6 pp +5.6 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 54.3 3.6% 2 +0.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 49.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 47.8 11.8% 2 +0.2 pp +11.8 pp +11.8 pp +11.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 46.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 45.5 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 45.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 44.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 44.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 42.1 3.3% 2 -0.9 pp +3.3 pp +3.3 pp +3.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 41.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 40.4 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 37.5 12.9% 2 +0.4 pp +12.9 pp +12.9 pp +12.9 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 36.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 35.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 34.7 1.6% 2 -0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 34.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 31.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 31.5 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 31.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 30.8 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 30.2 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 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 29.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 27.7 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 27.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 27.6 7.9% 2 +0.1 pp +7.9 pp +7.9 pp +7.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 27.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 27.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 26.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 25.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 24.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 24.8 4.7% 2 +0.8 pp +4.7 pp +4.7 pp +4.7 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 24.7 11.3% 3 +0.2 pp +1.6 pp +11.3 pp +11.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 24.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 24.5 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 24.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 24.2 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 22.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 21.7 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 21.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 20.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 20.2 9.3% 2 -0.2 pp +9.3 pp +9.3 pp +9.3 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 20.0 8.8% 2 +0.3 pp +8.8 pp +8.8 pp +8.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 19.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 19.2 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 17.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 17.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 16.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 16.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 15.9 7.3% 2 +0.4 pp +7.3 pp +7.3 pp +7.3 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 15.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 15.5 4.4% 2 -1.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 15.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 15.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 14.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 14.8 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 14.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 14.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 14.2 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 14.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 13.6 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 12.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 12.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 12.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 11.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 11.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 10.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 10.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 10.3 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 10.3 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 10.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 10.0 5.6% 2 -1.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 9.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 9.8 4.0% 2 -1.7 pp +4.0 pp +4.0 pp +4.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 9.7 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 9.5 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 8.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 8.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 7.9 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
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☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 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
☆Haven Private, LLC CIK 0002053665 0.243 171 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -6.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -6.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 VONG). Qtrs Held counts distinct quarters this fund has actually held VONG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VONG position size. Δ columns are the percentage-point change in VONG'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