Signals

← Signals

☆VV

1302 in-universe funds with a nonzero position in VV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#38
Score / z3.704 / 5.55
Consensus435.76 over 806 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5,314.4 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 3,815.8 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 2,014.4 15.3% 2 +0.2 pp +15.3 pp +15.3 pp +15.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,132.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 871.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 868.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 845.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 694.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 648.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 596.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 493.7 45.1% 2 +1.6 pp +45.1 pp +45.1 pp +45.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 479.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 472.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 443.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 401.6 3.2% 2 -1.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 363.5 29.0% 1 +29.0 pp +29.0 pp +29.0 pp +29.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 346.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 323.0 14.0% 2 -0.0 pp +14.0 pp +14.0 pp +14.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 322.8 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 320.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 257.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 242.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 242.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 241.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 236.0 46.2% 2 +0.9 pp +46.2 pp +46.2 pp +46.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 228.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 223.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 212.2 20.5% 2 +0.8 pp +20.5 pp +20.5 pp +20.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 176.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 167.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 167.2 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 159.8 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 157.0 23.4% 2 -0.7 pp +23.4 pp +23.4 pp +23.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 141.0 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 138.8 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 134.6 33.8% 2 -0.0 pp +33.8 pp +33.8 pp +33.8 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 132.8 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 122.8 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 122.8 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 120.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 118.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 117.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 116.1 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 110.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 109.2 10.2% 2 -0.3 pp +10.2 pp +10.2 pp +10.2 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 103.4 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 103.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 98.2 6.2% 2 -0.4 pp +6.2 pp +6.2 pp +6.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 96.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 94.3 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 92.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 92.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 91.3 22.3% 2 +0.3 pp +22.3 pp +22.3 pp +22.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 89.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 82.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 78.7 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 76.8 7.7% 2 +1.0 pp +7.7 pp +7.7 pp +7.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 75.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 73.3 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 73.3 24.5% 2 +0.4 pp +24.5 pp +24.5 pp +24.5 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 71.3 11.9% 2 -0.2 pp +11.9 pp +11.9 pp +11.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 67.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 66.7 5.4% 2 -0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 64.7 15.7% 2 +0.6 pp +15.7 pp +15.7 pp +15.7 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 64.5 39.3% 2 +0.9 pp +39.3 pp +39.3 pp +39.3 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 62.4 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 53.2 13.8% 2 +1.8 pp +13.8 pp +13.8 pp +13.8 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 52.0 16.2% 2 +0.6 pp +16.2 pp +16.2 pp +16.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 51.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 50.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 49.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 48.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 48.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 48.3 6.3% 2 +0.7 pp +6.3 pp +6.3 pp +6.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 48.1 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 46.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 44.6 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 40.8 6.6% 2 -0.4 pp +6.6 pp +6.6 pp +6.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 39.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 38.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 38.1 1.4% 2 -5.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 37.4 17.8% 2 +0.7 pp +17.8 pp +17.8 pp +17.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 35.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 35.0 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 34.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 33.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 33.6 16.9% 2 +0.9 pp +16.9 pp +16.9 pp +16.9 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 32.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 31.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 31.3 10.8% 2 +7.5 pp +10.8 pp +10.8 pp +10.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.6 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 29.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 29.3 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 27.4 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 27.2 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 27.0 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.0 0.5% 3 +0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 26.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 26.4 23.7% 2 +0.2 pp +23.7 pp +23.7 pp +23.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 25.9 4.3% 2 +1.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 25.8 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 25.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 25.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 24.6 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 24.3 6.1% 2 -0.3 pp +6.1 pp +6.1 pp +6.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 24.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 23.9 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 22.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 22.0 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 21.8 10.5% 2 -1.1 pp +10.5 pp +10.5 pp +10.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 21.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 21.4 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 21.3 10.4% 2 +0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 20.6 8.9% 4 +0.9 pp +1.5 pp +0.7 pp +8.9 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 20.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 20.2 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 20.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 20.1 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 19.4 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 19.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 19.1 8.2% 2 -0.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 19.1 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 18.8 11.5% 2 +0.3 pp +11.5 pp +11.5 pp +11.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 18.8 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 18.8 4.1% 2 -1.6 pp +4.1 pp +4.1 pp +4.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 18.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 18.4 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Investors Research Corp CIK 0001730630 0.347 805 18.0 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 17.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.306 65 17.8 6.6% 2 +0.5 pp +6.6 pp +6.6 pp +6.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 17.0 9.2% 2 +0.3 pp +9.2 pp +9.2 pp +9.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 16.9 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 16.8 10.5% 2 -0.1 pp +10.5 pp +10.5 pp +10.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 16.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 16.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 16.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 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 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Axos Invest Inc. CIK 0002042928 0.763 20 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 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
☆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
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 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 VV). Qtrs Held counts distinct quarters this fund has actually held VV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VV position size. Δ columns are the percentage-point change in VV'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