Signals

VUG

2665 in-universe funds with a nonzero position in VUG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24597
Score / z-5.043 / -7.56
Consensus815.51 over 1635 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-49% / 1.0d

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
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 22,583.9 1.7% 3 -0.1 pp +0.1 pp +1.7 pp +1.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16,777.9 11.4% 2 -0.2 pp +11.4 pp +11.4 pp +11.4 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 7,085.6 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3,989.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3,269.2 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,783.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,621.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,020.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,857.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,684.3 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,257.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,219.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1,211.3 24.9% 2 +0.1 pp +24.9 pp +24.9 pp +24.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,116.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,042.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1,036.5 11.8% 2 -0.2 pp +11.8 pp +11.8 pp +11.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 995.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 926.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 858.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 851.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 850.8 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 834.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 765.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Balentine LLC CIK 0001586678 0.932 243 726.4 26.8% 2 +4.5 pp +26.8 pp +26.8 pp +26.8 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 703.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 702.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 673.8 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 658.4 5.2% 2 +0.7 pp +5.2 pp +5.2 pp +5.2 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 619.0 17.3% 2 -0.8 pp +17.3 pp +17.3 pp +17.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 584.6 6.8% 2 +0.3 pp +6.8 pp +6.8 pp +6.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 560.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 506.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 490.6 10.0% 2 +0.2 pp +10.0 pp +10.0 pp +10.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 488.7 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 488.5 10.4% 2 +0.1 pp +10.4 pp +10.4 pp +10.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 475.9 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 442.6 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 421.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 415.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 414.9 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 397.0 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 388.9 3.6% 2 -0.4 pp +3.6 pp +3.6 pp +3.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 358.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 353.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 351.7 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 323.3 9.2% 2 -0.1 pp +9.2 pp +9.2 pp +9.2 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 309.2 4.2% 2 +0.7 pp +4.2 pp +4.2 pp +4.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 292.5 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 286.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 282.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 277.0 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 274.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 274.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 273.8 11.1% 2 +0.4 pp +11.1 pp +11.1 pp +11.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 273.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Bell Bank CIK 0001002672 0.895 195 272.6 11.8% 2 -0.2 pp +11.8 pp +11.8 pp +11.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 263.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 255.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 253.5 21.1% 2 +0.2 pp +21.1 pp +21.1 pp +21.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 242.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 237.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 234.5 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 227.0 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 217.9 11.0% 2 +0.1 pp +11.0 pp +11.0 pp +11.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 212.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 211.3 6.8% 2 +0.0 pp +6.8 pp +6.8 pp +6.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 202.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Truepoint, Inc. CIK 0001427748 0.954 160 201.7 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 198.3 12.4% 2 +0.1 pp +12.4 pp +12.4 pp +12.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 192.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 192.6 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 188.8 11.9% 2 +0.2 pp +11.9 pp +11.9 pp +11.9 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 188.5 12.5% 2 +0.6 pp +12.5 pp +12.5 pp +12.5 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 168.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 163.4 8.2% 2 +0.7 pp +8.2 pp +8.2 pp +8.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 159.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 158.6 26.2% 2 -0.9 pp +26.2 pp +26.2 pp +26.2 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 156.4 18.3% 2 +0.3 pp +18.3 pp +18.3 pp +18.3 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 151.9 31.7% 2 -0.3 pp +31.7 pp +31.7 pp +31.7 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 151.7 10.2% 2 -0.5 pp +10.2 pp +10.2 pp +10.2 pp
Creative Planning CIK 0001540235 0.979 4196 148.9 0.1% 2 +0.0 pp +0.1 pp +0.1 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 144.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 142.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 139.2 6.5% 2 +6.2 pp +6.5 pp +6.5 pp +6.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 138.3 1.1% 4 +0.1 pp +0.2 pp +0.1 pp +1.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 136.5 6.2% 2 +1.2 pp +6.2 pp +6.2 pp +6.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 128.4 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 127.0 13.2% 2 +0.0 pp +13.2 pp +13.2 pp +13.2 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 125.9 12.6% 2 -0.1 pp +12.6 pp +12.6 pp +12.6 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 125.5 12.7% 2 +0.3 pp +12.7 pp +12.7 pp +12.7 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 121.8 18.2% 2 +0.1 pp +18.2 pp +18.2 pp +18.2 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 120.9 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 120.4 13.8% 2 +4.7 pp +13.8 pp +13.8 pp +13.8 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 118.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 117.3 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 117.1 12.3% 2 -0.3 pp +12.3 pp +12.3 pp +12.3 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 116.8 20.6% 2 -3.3 pp +20.6 pp +20.6 pp +20.6 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 114.2 17.4% 2 +0.2 pp +17.4 pp +17.4 pp +17.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 114.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Trust Co of Tennessee CIK 0002025098 0.942 8 113.8 24.0% 2 -0.1 pp +24.0 pp +24.0 pp +24.0 pp
&PARTNERS CIK 0000107136 0.806 2509 113.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
RMR Wealth Builders CIK 0001803848 0.732 316 112.8 9.4% 2 +0.4 pp +9.4 pp +9.4 pp +9.4 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 111.6 1.7% 2 -0.7 pp +1.7 pp +1.7 pp +1.7 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 110.1 19.3% 2 +0.4 pp +19.3 pp +19.3 pp +19.3 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 109.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 108.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 106.7 9.3% 2 -0.0 pp +9.3 pp +9.3 pp +9.3 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 105.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 104.9 10.9% 2 -0.1 pp +10.9 pp +10.9 pp +10.9 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 102.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
Members Trust Co CIK 0001677560 0.939 170 97.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 97.2 9.9% 2 -0.0 pp +9.9 pp +9.9 pp +9.9 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 97.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 96.6 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 95.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 93.3 10.8% 4 -0.2 pp +0.4 pp -1.2 pp +10.8 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 93.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 91.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 91.1 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 91.0 12.1% 2 +1.0 pp +12.1 pp +12.1 pp +12.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 90.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 89.5 7.6% 2 +0.6 pp +7.6 pp +7.6 pp +7.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 87.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 86.2 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 85.7 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 85.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 85.4 12.3% 2 -1.3 pp +12.3 pp +12.3 pp +12.3 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 83.2 13.1% 2 +0.7 pp +13.1 pp +13.1 pp +13.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 81.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 79.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 79.1 8.2% 2 -0.0 pp +8.2 pp +8.2 pp +8.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 78.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 78.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 78.4 2.7% 3 -0.2 pp +0.1 pp +2.7 pp +2.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 78.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 78.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 76.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 75.5 22.5% 2 -2.7 pp +22.5 pp +22.5 pp +22.5 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 75.4 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 74.8 8.5% 2 +0.1 pp +8.5 pp +8.5 pp +8.5 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 74.7 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 74.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 71.3 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 70.9 8.2% 2 -0.3 pp +8.2 pp +8.2 pp +8.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 70.1 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Brickley Wealth Management CIK 0001712533 0.861 68 69.0 12.0% 2 +1.6 pp +12.0 pp +12.0 pp +12.0 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 68.8 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 68.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BOKF, NA CIK 0000009634 0.752 1160 68.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 68.5 13.0% 2 -0.1 pp +13.0 pp +13.0 pp +13.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 68.0 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
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Magnus Financial Group LLC CIK 0001765216 0.574 387 64.6 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
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Rolek Wealth Management LLC CIK 0002051339 0.833 23 56.4 42.3% 2 -2.0 pp +42.3 pp +42.3 pp +42.3 pp
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SP Asset Management LLC CIK 0001962086 0.687 137 55.6 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
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MAI Capital Management CIK 0001040197 0.725 1889 52.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 52.0 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 52.0 30.1% 2 -0.5 pp +30.1 pp +30.1 pp +30.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 51.2 12.7% 2 -0.7 pp +12.7 pp +12.7 pp +12.7 pp
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First Pacific Financial CIK 0001810089 0.717 510 46.4 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 26.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
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IVC Wealth Advisors LLC CIK 0001842811 0.409 177 22.4 10.0% 2 +0.1 pp +10.0 pp +10.0 pp +10.0 pp
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American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 3.1 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
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JT Stratford LLC CIK 0001689013 0.376 321 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Trinity Financial Advisors LLC CIK 0001809574 0.677 95 2.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
MOTCO CIK 0001306333 0.349 840 2.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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REDW Wealth LLC CIK 0001688931 0.503 104 2.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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IPG Investment Advisors LLC CIK 0001602237 0.229 268 2.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Ironwood Financial, llc CIK 0001630360 0.525 179 2.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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EWA, LLC CIK 0001835252 0.457 332 2.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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CHANNEL WEALTH LLC CIK 0001975550 0.260 188 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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PROFFITT & GOODSON INC CIK 0001123812 0.781 294 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 1.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
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Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Opulen Financial Group LLC CIK 0002055099 0.387 116 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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ZEGA Investments, LLC CIK 0002045703 0.596 215 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Argentarii, LLC CIK 0002030055 0.348 213 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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BOS Asset Management, LLC CIK 0001965814 0.309 204 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Clarity Financial LLC CIK 0001862145 0.368 127 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.9 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Alliance Wealth Management Group CIK 0001623707 0.630 103 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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RHS Financial, LLC CIK 0001766514 0.159 165 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 -0.4 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 VUG). Qtrs Held counts distinct quarters this fund has actually held VUG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VUG position size. Δ columns are the percentage-point change in VUG'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