Signals

← Signals

☆VTWO

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

Flow ranking

Rank#24252
Score / z-0.343 / -0.51
Consensus228.00 over 418 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)
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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 2,672.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 843.1 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 479.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 343.2 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 339.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 299.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 203.9 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 190.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 156.4 0.0% 2 -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 155.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 142.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 93.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 47.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 47.2 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 44.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 43.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 33.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 32.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 31.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 30.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 29.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 28.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 22.6 15.9% 2 +1.0 pp +15.9 pp +15.9 pp +15.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 19.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 17.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 17.2 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 16.7 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 16.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 14.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 14.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 13.4 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 13.3 3.5% 2 +0.7 pp +3.5 pp +3.5 pp +3.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 12.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 11.9 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 10.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 10.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 9.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 9.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.7 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 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 8.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 8.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 8.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 7.9 7.4% 2 +0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 6.6 2.3% 4 -0.0 pp +0.5 pp +0.4 pp +2.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 6.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 5.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 5.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 5.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 5.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 5.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 4.4 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 4.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 4.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 3.7 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 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 3.7 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 3.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 3.4 2.5% 3 +0.2 pp +0.2 pp +2.5 pp +2.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 3.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 3.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 3.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Politan Capital Management LP CIK 0001885245 0.000 2 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 3.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 3.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 3.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 3.0 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 2.8 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 2.7 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 2.5 0.9% 3 +0.3 pp +0.6 pp +0.9 pp +0.9 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 2.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 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
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -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% 0 +0.0 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
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 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
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 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
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.3 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
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 VTWO). Qtrs Held counts distinct quarters this fund has actually held VTWO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTWO position size. Δ columns are the percentage-point change in VTWO'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