Signals

VVV

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-24 8-K Item(s) 1.01, 2.03, 9.01
2026-08-14 8-K Item(s) 8.01, 9.01
2026-08-05 8-K Item(s) 2.02, 7.01, 9.01
2026-07-23 8-K Item(s) 5.02, 9.01
2026-06-30 8-K Item(s) 1.01, 2.03, 9.01
2026-05-07 8-K Item(s) 2.02, 7.01, 9.01
2026-03-09 8-K Item(s) 5.02
2026-02-04 8-K Item(s) 2.02, 7.01, 9.01
2026-01-29 8-K Item(s) 5.02, 5.07
2026-01-05 8-K Item(s) 5.02

Flow ranking

Rank#899
Score / z0.086 / 0.13
Consensus136.31 over 247 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Clean as of 2026Q3
Accrual ratio-0.017
F-score
M-score
Net issuance-100.0%

Insider

Score+0.00
Buys / cluster sells0 / 0

8-K events

Negative / total0 / 5
FiledFormItems
2026-08-24 8-K 1.01, 2.03, 9.01
2026-08-14 8-K 8.01, 9.01
2026-08-05 8-K 2.02, 7.01, 9.01
2026-07-23 8-K 5.02, 9.01
2026-06-30 8-K 1.01, 2.03, 9.01
2026-05-07 8-K 2.02, 7.01, 9.01
2026-03-09 8-K 5.02
2026-02-04 8-K 2.02, 7.01, 9.01
2026-01-29 8-K 5.02, 5.07
2026-01-05 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
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
VANGUARD GROUP INC CIK 0000102909 0.000 0 439.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 432.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 367.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
Boston Partners CIK 0001386060 0.833 802 198.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 196.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 170.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 144.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alua Capital Management LP CIK 0001827442 0.000 1 134.2 9.3% 2 -0.4 pp +9.3 pp +9.3 pp +9.3 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 133.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 119.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 111.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 105.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 104.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 86.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 82.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 81.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 79.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 77.4 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
Tensile Capital Management LP CIK 0001598843 0.624 22 74.7 9.3% 2 +0.0 pp +9.3 pp +9.3 pp +9.3 pp
Sculptor Capital LP CIK 0001054587 0.143 320 71.8 1.0% 3 -0.9 pp -0.6 pp +1.0 pp +1.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 69.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 65.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 62.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 61.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 53.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 52.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 46.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
COMMERCE BANK CIK 0001009076 0.853 1332 44.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 40.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 40.6 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 36.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 35.7 5.0% 2 +2.6 pp +5.0 pp +5.0 pp +5.0 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 35.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 34.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 33.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 32.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 31.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 30.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 28.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 27.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bain Capital Public Equity Management II, LLC CIK 0001768111 0.000 0 26.3 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 25.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 21.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 21.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 19.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 18.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 17.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 12.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 10.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aryeh Capital Management Ltd. CIK 0001803120 0.000 0 10.2 8.6% 2 +2.0 pp +8.6 pp +8.6 pp +8.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 10.1 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 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 9.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VELA Investment Management, LLC CIK 0001895612 0.203 132 7.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bayberry Capital Partners LP CIK 0001771524 0.163 27 7.5 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 6.3 3.3% 2 +0.7 pp +3.3 pp +3.3 pp +3.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 5.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Oak Advisors LP CIK 0002022905 0.653 13 4.2 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
Crescent Park Management, L.P. CIK 0001629984 0.000 11 4.1 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bain Capital Public Equity, LP CIK 0001962552 0.000 0 4.1 2.6% 2 +1.2 pp +2.6 pp +2.6 pp +2.6 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 2.9 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.8 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 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 2.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SCHOLTZ & COMPANY, LLC CIK 0001606134 0.142 48 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
F/m Investments LLC CIK 0001834499 0.385 354 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 2.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
William Allan Corp CIK 0001910961 0.314 62 1.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 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
Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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 VVV). Qtrs Held counts distinct quarters this fund has actually held VVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VVV position size. Δ columns are the percentage-point change in VVV'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