Signals

← Signals

☆VTI

170 in-universe funds with a nonzero position in VTI within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#2
Score / z6.272 / 42.40
Consensus58.19 over 114 funds
Momentumno 12m return

Price & positioning

227 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 12,431.2 56.9% 1 +56.9 pp +56.9 pp +56.9 pp +56.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4,389.6 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 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 3,679.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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 3,620.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 950.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 864.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 455.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 308.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 294.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 248.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 144.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆West Virginia University Foundation, Inc CIK 0002109379 0.959 6 125.7 42.9% 1 +42.9 pp +42.9 pp +42.9 pp +42.9 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 102.5 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 78.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 77.6 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 76.5 8.6% 2 -0.5 pp +8.6 pp +8.6 pp +8.6 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 61.7 34.8% 1 +34.8 pp +34.8 pp +34.8 pp +34.8 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 45.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 44.2 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Obsido Oy CIK 0002067281 0.833 20 44.0 37.7% 1 +37.7 pp +37.7 pp +37.7 pp +37.7 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 41.3 9.4% 2 +0.0 pp +9.4 pp +9.4 pp +9.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 38.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 37.8 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 36.6 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 29.4 19.8% 2 -1.4 pp +19.8 pp +19.8 pp +19.8 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 27.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 24.8 12.6% 2 -1.1 pp +12.6 pp +12.6 pp +12.6 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 23.8 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 23.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 19.9 7.4% 2 +1.3 pp +7.4 pp +7.4 pp +7.4 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 19.7 8.8% 2 -0.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Industrial Alliance Investment Management Inc. CIK 0001630798 0.880 8 18.5 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 18.1 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 16.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 16.8 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 15.5 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 13.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 13.1 13.3% 2 -1.0 pp +13.3 pp +13.3 pp +13.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 12.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 11.2 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 10.7 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 10.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 9.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 9.2 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 8.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 7.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 7.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 7.0 7.6% 2 -0.2 pp +7.6 pp +7.6 pp +7.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 6.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 6.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 6.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 6.1 2.6% 2 -0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 3.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 3.7 1.7% 2 -1.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 3.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 3.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 3.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 3.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 2.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SFM, LLC CIK 0002064225 0.427 69 2.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.8 1.0% 2 -0.8 pp +1.0 pp +1.0 pp +1.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 1.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.5 1.1% 2 -0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 1.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 1.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -2.4 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 VTI). Qtrs Held counts distinct quarters this fund has actually held VTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTI position size. Δ columns are the percentage-point change in VTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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