Signals

← Signals

☆VTV

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

Flow ranking

Rank#17
Score / z0.942 / 6.35
Consensus50.47 over 100 funds
Momentumno 12m return

Price & positioning

251 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 21,472.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 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 5,547.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,327.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 316.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 200.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 186.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 126.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 114.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 86.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 61.0 10.2% 2 -0.0 pp +10.2 pp +10.2 pp +10.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 58.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 52.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 40.5 12.2% 2 +0.7 pp +12.2 pp +12.2 pp +12.2 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 28.2 17.8% 2 +0.9 pp +17.8 pp +17.8 pp +17.8 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 23.3 12.6% 2 +1.1 pp +12.6 pp +12.6 pp +12.6 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 20.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 17.7 11.9% 2 +0.2 pp +11.9 pp +11.9 pp +11.9 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 17.3 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 17.0 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 16.4 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 15.4 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 14.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 14.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 13.9 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 13.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 11.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 10.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 8.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 8.7 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 7.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 6.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 5.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 5.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 5.3 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 4.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 3.7 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 3.7 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 3.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED BANK CIK 0001286478 0.652 130 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 1.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CROBAN CIK 0001694663 0.128 81 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +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
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.0 0.0% 0 -0.1 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 VTV). Qtrs Held counts distinct quarters this fund has actually held VTV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTV position size. Δ columns are the percentage-point change in VTV'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