Signals

VV

1501 in-universe funds with a nonzero position in VV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#27
Score / z6.450 / 5.83
Consensus493.35 over 870 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)
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
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5,437.8 2.6% 4 -0.8 pp -1.0 pp -1.0 pp +2.6 pp
Creative Planning CIK 0001540235 0.979 4196 3,664.7 2.5% 4 -0.3 pp -0.4 pp -0.6 pp +2.5 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 1,955.5 15.1% 4 -0.0 pp -0.2 pp -0.0 pp +15.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,209.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,196.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 803.8 0.1% 5 -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 803.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 763.8 50.9% 4 +1.9 pp +5.7 pp +7.3 pp +50.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 628.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 549.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 460.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 458.2 0.0% 4 -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 429.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 409.3 3.1% 4 -0.1 pp -0.1 pp -1.3 pp +3.1 pp
Wealthquest Corp CIK 0001632968 0.872 177 370.8 28.0% 3 +0.0 pp -1.0 pp +28.0 pp +28.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 338.0 13.0% 4 -1.2 pp -1.0 pp -1.0 pp +13.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 252.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 250.0 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 241.4 1.9% 4 +0.5 pp +0.2 pp +0.1 pp +1.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 237.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 229.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 222.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 220.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 212.1 21.1% 4 -0.1 pp +0.7 pp +1.5 pp +21.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 191.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 180.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 160.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 158.2 2.5% 4 -0.3 pp -1.4 pp -1.5 pp +2.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 158.2 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 147.0 19.9% 4 -1.8 pp -3.5 pp -4.2 pp +19.9 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 133.0 2.5% 4 +0.0 pp +0.0 pp -0.0 pp +2.5 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 133.0 2.9% 4 +0.0 pp -0.1 pp -0.1 pp +2.9 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 132.5 1.6% 4 -0.2 pp -0.3 pp -0.6 pp +1.6 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 130.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 128.8 7.7% 4 -0.3 pp +1.0 pp +1.1 pp +7.7 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 128.2 29.4% 4 -1.2 pp -4.4 pp -4.4 pp +29.4 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 127.1 4.6% 4 -0.3 pp -0.5 pp -0.7 pp +4.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 124.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 123.5 2.9% 4 +1.2 pp +2.4 pp +2.4 pp +2.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 117.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 115.1 5.0% 4 -0.0 pp -0.0 pp +0.0 pp +5.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 114.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 113.7 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 108.9 9.5% 4 -0.9 pp -0.7 pp -1.0 pp +9.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 108.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 105.3 2.3% 4 +0.2 pp +0.2 pp +0.1 pp +2.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 104.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 97.5 3.9% 4 -0.2 pp +0.1 pp +0.4 pp +3.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 95.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 89.7 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
MilWealth Group LLC CIK 0001972750 0.908 82 88.4 21.0% 4 -0.9 pp -1.2 pp -0.9 pp +21.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 85.8 5.5% 4 -0.6 pp -0.6 pp -1.1 pp +5.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 84.2 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 78.8 7.7% 4 -0.2 pp -0.0 pp +0.9 pp +7.7 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 78.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 76.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 75.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 75.7 1.7% 4 -0.1 pp -0.0 pp -0.1 pp +1.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 65.6 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 64.7 5.5% 4 -0.6 pp -1.0 pp -1.3 pp +5.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 63.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 63.2 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
Addis & Hill, Inc CIK 0002016470 0.789 29 63.1 38.4% 4 -1.2 pp -0.9 pp -0.0 pp +38.4 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 61.0 3.6% 4 -0.1 pp -0.1 pp -0.1 pp +3.6 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 60.7 20.3% 4 -4.2 pp -4.3 pp -3.8 pp +20.3 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 58.5 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 58.1 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Trust Point Inc. CIK 0001635633 0.568 463 57.7 5.0% 4 -0.1 pp -0.4 pp -0.9 pp +5.0 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 57.1 14.6% 4 -0.2 pp -1.2 pp -0.6 pp +14.6 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 56.7 13.5% 4 -0.3 pp -0.3 pp +1.5 pp +13.5 pp
Financial Planning Navigators CORP CIK 0002102043 0.755 70 53.3 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 53.1 0.5% 4 +0.0 pp -0.1 pp +0.1 pp +0.5 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 51.1 0.8% 4 -1.0 pp -1.1 pp -1.1 pp +0.8 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 50.4 2.2% 4 -0.1 pp -0.3 pp -0.4 pp +2.2 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 50.0 14.9% 4 -0.7 pp -1.2 pp -0.6 pp +14.9 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 49.2 3.0% 4 -0.4 pp -0.4 pp -0.4 pp +3.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 47.8 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 47.3 0.2% 4 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 44.1 7.1% 4 -6.4 pp -4.8 pp -5.0 pp +7.1 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 44.0 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 43.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 39.4 2.9% 4 -0.7 pp -1.7 pp -1.5 pp +2.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 37.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 36.3 17.7% 4 -0.6 pp -0.2 pp +0.5 pp +17.7 pp
Haverford Trust Co CIK 0000842941 0.805 424 36.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 35.2 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 35.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 34.9 2.1% 4 +1.7 pp +1.3 pp +1.3 pp +2.1 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 34.9 5.6% 4 -0.9 pp -1.0 pp -1.4 pp +5.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 34.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 33.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 32.9 1.3% 4 -0.0 pp -0.0 pp +0.0 pp +1.3 pp
Latigo Investments, LLC CIK 0001914668 0.837 14 32.6 16.2% 4 -0.7 pp -0.7 pp +0.2 pp +16.2 pp
&PARTNERS CIK 0000107136 0.806 2509 32.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 32.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 32.1 2.1% 4 -0.2 pp -0.3 pp -0.3 pp +2.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 31.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arbor Wealth Management LLC\AZ CIK 2149091 0.776 26 29.5 29.0% 1 +29.0 pp +29.0 pp +29.0 pp +29.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 27.2 4.2% 4 +0.0 pp -0.0 pp +1.2 pp +4.2 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 26.9 3.4% 4 -0.2 pp -0.3 pp -0.1 pp +3.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
TD Capital Management LLC CIK 0001483824 0.737 797 26.3 2.4% 4 -0.1 pp -0.1 pp -0.0 pp +2.4 pp
Nordwand Advisors, LLC CIK 0001962713 0.363 146 26.0 4.5% 3 -0.2 pp +0.3 pp +4.5 pp +4.5 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 25.9 2.6% 4 +0.6 pp +0.7 pp +0.7 pp +2.6 pp
SFAM, LLC CIK 0001713286 0.679 262 25.8 23.9% 1 +23.9 pp +23.9 pp +23.9 pp +23.9 pp
James Reed Financial Services, Inc. CIK 0001911052 0.859 19 25.6 22.2% 4 -0.5 pp -1.5 pp -1.3 pp +22.2 pp
Abound Wealth Management CIK 0001950323 0.745 1359 25.4 5.8% 4 -0.1 pp -0.3 pp -0.6 pp +5.8 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 24.7 0.4% 5 -0.1 pp -0.1 pp +0.1 pp -0.3 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 24.1 3.1% 4 -0.5 pp -0.5 pp -0.8 pp +3.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 24.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 23.9 4.7% 4 -0.5 pp -0.4 pp -0.6 pp +4.7 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 23.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 23.3 1.9% 4 +0.2 pp +0.2 pp +0.2 pp +1.9 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 22.7 2.0% 4 -0.0 pp -0.1 pp -0.1 pp +2.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 22.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 21.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 21.1 11.5% 4 +0.5 pp +1.0 pp -0.0 pp +11.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 20.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 20.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 20.2 9.5% 4 -0.5 pp -0.8 pp -0.6 pp +9.5 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 20.1 6.7% 4 -1.3 pp -1.6 pp -1.8 pp +6.7 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 20.1 1.3% 4 -0.1 pp -0.0 pp -0.0 pp +1.3 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 19.8 8.2% 6 -0.4 pp -0.7 pp +0.2 pp +0.8 pp
Strategic Equity Management CIK 0001843578 0.305 65 19.7 7.4% 4 -0.2 pp +0.8 pp +1.4 pp +7.4 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 19.2 1.7% 4 -0.2 pp -0.3 pp -0.3 pp +1.7 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 19.2 10.9% 4 -0.8 pp -0.6 pp -0.3 pp +10.9 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 19.2 1.1% 4 -0.0 pp -0.5 pp -0.6 pp +1.1 pp
St. Louis Trust Co CIK 0001661144 0.000 125 19.2 2.2% 4 -0.1 pp -0.3 pp -0.0 pp +2.2 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 18.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Investors Research Corp CIK 0001730630 0.347 805 18.0 3.4% 4 -0.0 pp +0.1 pp +0.3 pp +3.4 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 17.9 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 17.6 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 17.3 2.4% 4 -0.1 pp +0.1 pp +0.1 pp +2.4 pp
Box Hill Private Wealth LLC CIK 0002094120 0.392 67 17.2 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
Northern Capital Management, Inc. CIK 0001581794 0.845 55 17.0 8.5% 4 -1.1 pp -0.7 pp -0.4 pp +8.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farrell Financial LLC CIK 0002031235 0.502 83 16.9 10.1% 4 -0.1 pp -0.4 pp -0.6 pp +10.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 16.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 15.9 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 15.8 1.8% 4 -0.3 pp -0.2 pp -0.3 pp +1.8 pp
CX Institutional CIK 0001737089 0.437 1568 15.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
Horizons Wealth Management CIK 0001943228 0.557 166 15.4 10.3% 4 -0.5 pp -0.4 pp -0.3 pp +10.3 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 15.4 1.6% 4 -0.4 pp -1.1 pp -1.4 pp +1.6 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 15.4 3.5% 4 -0.2 pp -0.4 pp -0.4 pp +3.5 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 15.3 2.3% 4 -0.5 pp -1.8 pp -3.4 pp +2.3 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 15.3 1.9% 4 -0.0 pp +0.0 pp +0.2 pp +1.9 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 15.0 2.2% 4 -0.1 pp -0.1 pp -0.2 pp +2.2 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 15.0 3.2% 4 -0.2 pp -0.2 pp -0.2 pp +3.2 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 14.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 14.8 2.3% 4 +0.1 pp -0.0 pp -0.0 pp +2.3 pp
IF Advisors, LLC CIK 0002109472 0.403 60 14.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Daner Wealth Management, LLC CIK 0001956649 0.607 96 14.5 8.5% 3 +0.1 pp -0.2 pp +8.5 pp +8.5 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 14.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 14.3 3.2% 4 -0.1 pp -0.1 pp -0.2 pp +3.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 14.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 14.1 2.9% 4 -0.1 pp -0.1 pp +0.1 pp +2.9 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 14.1 2.0% 4 -0.2 pp -0.2 pp -0.5 pp +2.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 13.8 4.0% 4 -0.2 pp -0.3 pp -0.3 pp +4.0 pp
Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 13.7 4.6% 4 -0.0 pp -0.1 pp -0.1 pp +4.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 13.6 5.9% 4 -0.4 pp +0.5 pp +0.7 pp +5.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 13.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 13.5 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 13.4 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 13.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 13.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 13.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 13.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 12.9 1.0% 4 -0.1 pp -0.0 pp -0.1 pp +1.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 12.7 3.8% 4 +0.0 pp +0.3 pp +0.3 pp +3.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 12.4 4.0% 4 +0.2 pp -0.4 pp +0.0 pp +4.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 12.2 4.0% 4 +0.7 pp +0.8 pp +0.8 pp +4.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 12.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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Allworth Financial LP CIK 0001555170 0.907 5124 11.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 11.8 7.4% 4 -0.2 pp -0.1 pp +2.0 pp +7.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 11.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 11.6 2.0% 4 -0.1 pp -0.1 pp -0.3 pp +2.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 11.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 11.5 1.8% 4 -0.2 pp -0.3 pp -0.4 pp +1.8 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 11.5 1.9% 4 -0.1 pp -0.6 pp -0.5 pp +1.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 11.2 2.3% 4 -0.1 pp -0.1 pp -0.1 pp +2.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 11.1 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
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Systelligence, LLC CIK 0001882691 0.094 62 10.7 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 10.5 2.0% 4 -0.1 pp -0.0 pp -0.2 pp +2.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 10.4 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 10.3 3.5% 4 +0.2 pp +0.2 pp +0.3 pp +3.5 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.3 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 10.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 10.3 0.8% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 10.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 10.1 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
Ledyard National Bank CIK 0001310658 0.559 255 9.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 9.9 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 9.8 1.5% 4 +0.2 pp -0.3 pp -0.7 pp +1.5 pp
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Balentine LLC CIK 0001586678 0.932 243 9.3 0.4% 4 -0.1 pp -1.0 pp -6.3 pp +0.4 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 9.1 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MAYPORT, LLC CIK 0001922875 0.801 134 9.0 1.7% 4 -0.3 pp -0.3 pp -0.3 pp +1.7 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 8.9 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 8.8 1.5% 4 +0.0 pp +0.0 pp +0.3 pp +1.5 pp
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NWAM LLC CIK 0001655006 0.392 684 8.7 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 8.6 4.6% 4 -0.1 pp -0.1 pp -1.1 pp +4.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 8.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 8.5 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
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1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 8.3 3.4% 4 -0.1 pp -0.2 pp -0.4 pp +3.4 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Redwood Family Wealth LLC CIK 0002116118 0.293 106 8.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
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SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 7.5 2.0% 4 -0.1 pp -0.3 pp -0.7 pp +2.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 7.5 0.9% 4 -0.3 pp -0.3 pp -0.0 pp +0.9 pp
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Savant Capital, LLC CIK 0001482880 0.851 1836 7.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.7 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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INTRUST BANK NA CIK 0001034771 0.638 416 6.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
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MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp -1.1 pp -1.3 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -3.0 pp -4.4 pp -4.4 pp +0.0 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -2.2 pp -2.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -1.2 pp -1.3 pp -1.4 pp -1.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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