Signals

← Signals

☆VOOV

542 in-universe funds with a nonzero position in VOOV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#466
Score / z0.426 / 0.49
Consensus164.31 over 297 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 412.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 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 263.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 138.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 112.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 107.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 80.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 80.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 76.4 20.2% 5 +6.6 pp +7.8 pp +7.9 pp +7.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 65.8 0.1% 5 -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 63.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 54.7 10.0% 5 -0.3 pp -0.0 pp +0.1 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 40.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 34.7 5.7% 5 -0.3 pp -0.4 pp -0.6 pp -0.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 27.2 0.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 26.4 1.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 19.5 6.2% 2 +0.0 pp +6.2 pp +6.2 pp +6.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 19.3 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 18.7 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 17.3 1.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 15.7 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 15.7 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 14.4 2.1% 5 -0.4 pp -0.4 pp -0.2 pp -0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 14.2 5.2% 5 -0.4 pp -0.4 pp -0.6 pp -1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.9 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 12.8 7.4% 5 -0.2 pp +0.6 pp +1.3 pp +1.4 pp
☆CONNING INC. CIK 0000801051 0.496 327 12.5 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 12.0 0.5% 5 +0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 11.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 10.9 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 10.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 10.0 5.2% 2 +0.6 pp +5.2 pp +5.2 pp +5.2 pp
☆First Bank & Trust CIK 0001692632 0.535 270 10.0 1.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 9.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 9.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.8 0.1% 5 -0.1 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 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.1 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 6.9 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 6.8 1.5% 5 +0.2 pp -0.1 pp +0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.5 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 6.1 4.6% 7 -0.7 pp -0.3 pp +0.2 pp +0.9 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 6.0 3.6% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.9 1.5% 6 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 5.6 3.5% 5 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.0 3.6% 5 +0.1 pp +3.1 pp +3.2 pp +3.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 4.4 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.4 3.0% 6 -0.9 pp -2.1 pp -2.2 pp -2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 4.0 1.6% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 3.9 1.3% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 3.7 1.1% 5 +0.2 pp +0.5 pp +0.8 pp +0.8 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 3.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.6 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 3.4 1.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 3.3 1.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 3.1 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 2.9 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.4 0.0% 5 +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 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 2.3 0.2% 2 -0.1 pp +0.2 pp -0.4 pp -0.5 pp
☆Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 2.2 1.8% 5 +0.1 pp +0.2 pp +0.2 pp -0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.1 0.3% 1 +0.3 pp +0.3 pp -0.4 pp -0.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 1.9 0.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.9 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 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Expressive Wealth LLC CIK 0002026980 0.120 133 1.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 1.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.7 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.6 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 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 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 1.4 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.4 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.4 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avion Wealth CIK 0001792704 0.773 1750 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 1.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.2 0.4% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.1 0.2% 6 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 1.1 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 0.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 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
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 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
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -1.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆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
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☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 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
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☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
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☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -16.9 pp -16.6 pp -17.4 pp
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☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
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 VOOV). Qtrs Held counts distinct quarters this fund has actually held VOOV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOOV position size. Δ columns are the percentage-point change in VOOV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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