Signals

← Signals

☆VOOG

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

Flow ranking

Rank#24196
Score / z-0.288 / -0.43
Consensus269.44 over 485 funds
Momentumno 12m return

Price & positioning

249 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 963.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 362.7 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 286.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 274.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 246.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 150.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 132.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 104.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 100.9 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 85.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 82.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 81.2 10.1% 2 +0.4 pp +10.1 pp +10.1 pp +10.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 74.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 60.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 60.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 46.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 45.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 44.8 10.2% 2 -1.1 pp +10.2 pp +10.2 pp +10.2 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 40.4 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 39.7 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 36.4 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 33.9 27.8% 3 +0.8 pp +2.9 pp +27.8 pp +27.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 31.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 27.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 26.9 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 25.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 25.2 10.9% 2 +0.1 pp +10.9 pp +10.9 pp +10.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 20.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 20.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 19.8 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 18.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 17.7 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 17.7 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 17.4 12.2% 3 +0.1 pp +1.1 pp +12.2 pp +12.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 15.4 4.2% 2 +0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 14.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 13.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 13.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CONNING INC. CIK 0000801051 0.496 327 13.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 12.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 11.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 9.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 9.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 9.3 4.0% 2 +1.2 pp +4.0 pp +4.0 pp +4.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.2 0.0% 2 -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 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 8.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 8.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 6.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 6.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 6.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 5.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 5.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 5.2 4.8% 3 -0.1 pp +0.6 pp +4.8 pp +4.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 5.1 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 4.7 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 4.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 4.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 4.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 4.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.2 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 4.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 3.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 3.5 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.1 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 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 2.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.5 2.0% 3 +0.5 pp +0.7 pp +2.0 pp +2.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 2.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆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
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 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
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.1 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 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 -3.2 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 +0.0 pp -0.2 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 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
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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
☆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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -10.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 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
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 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 -0.2 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 VOOG). Qtrs Held counts distinct quarters this fund has actually held VOOG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOOG position size. Δ columns are the percentage-point change in VOOG'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