Signals

← Signals

☆VSGX

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

Flow ranking

Rank#22593
Score / z-0.075 / -0.09
Consensus197.65 over 304 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 ▾
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 288.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 113.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 112.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 49.8 3.6% 4 -0.8 pp -1.9 pp -0.5 pp +3.6 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 41.1 30.6% 2 -1.9 pp +30.6 pp +30.6 pp +30.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 34.4 3.4% 3 -0.1 pp -0.1 pp +3.4 pp +3.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 31.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 28.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 24.0 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 22.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 20.6 10.8% 4 -1.1 pp -0.3 pp +5.3 pp +10.8 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 19.7 7.7% 4 +0.2 pp +0.1 pp -0.8 pp +7.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 18.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.8 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 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 17.6 2.0% 4 +0.0 pp -0.0 pp -0.0 pp +2.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 14.0 4.5% 4 -0.1 pp -0.1 pp -0.1 pp +4.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 13.2 4.1% 2 +2.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 12.4 0.8% 4 +0.0 pp +0.4 pp -0.3 pp +0.8 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 11.8 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 11.3 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 11.0 2.5% 4 +0.0 pp +0.0 pp -0.1 pp +2.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 10.7 3.1% 4 -0.0 pp +0.0 pp -0.0 pp +3.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 10.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 10.2 7.6% 4 -0.2 pp -0.2 pp -0.6 pp +7.6 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 9.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 9.6 0.4% 4 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 9.6 3.3% 4 +0.2 pp +0.2 pp +0.6 pp +3.3 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 9.5 0.8% 4 -0.1 pp -0.2 pp -0.6 pp +0.8 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 9.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 8.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 8.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 8.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 7.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 6.7 4.0% 4 +0.1 pp +0.3 pp +0.4 pp +4.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 6.3 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Human Investing LLC CIK 0001767513 0.861 105 5.7 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 5.6 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.4 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 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 5.0 4.4% 4 +0.2 pp +0.4 pp +1.4 pp +4.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 4.6 2.0% 4 -0.4 pp -0.7 pp -2.8 pp +2.0 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 4.5 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 4.4 2.9% 4 +1.5 pp +1.6 pp +1.2 pp +2.9 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 4.3 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 4.2 1.6% 4 +0.0 pp +0.1 pp -0.0 pp +1.6 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 3.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 3.4 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 3.3 2.3% 4 -0.1 pp -0.1 pp -0.2 pp +2.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.2 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 3.1 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 3.1 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 3.0 1.3% 4 -0.2 pp -0.1 pp -0.1 pp +1.3 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 3.0 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆BFSG, LLC CIK 0001706836 0.376 765 3.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 2.9 0.5% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 2.6 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 2.6 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 2.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.4 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 2.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.3 0.3% 3 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 2.2 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 2.0 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 2.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 2.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 2.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 2.0 0.4% 1 +0.4 pp +0.4 pp +0.1 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 1.7 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 1.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 1.5 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 1.5 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 1.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 1.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 1.2 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 1.2 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 1.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 1.1 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 1.1 0.9% 4 +0.0 pp +0.0 pp -0.4 pp +0.9 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 1.1 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Well Done, LLC CIK 0001667132 0.522 202 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Optas, LLC CIK 0001802961 0.460 494 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 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
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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 -0.0 pp -0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.1 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
☆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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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 +0.0 pp +0.0 pp -0.3 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 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 VSGX). Qtrs Held counts distinct quarters this fund has actually held VSGX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VSGX position size. Δ columns are the percentage-point change in VSGX'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