Signals

← Signals

☆VWOB

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

Flow ranking

Rank#1263
Score / z0.023 / 0.03
Consensus151.96 over 274 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 273.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 251.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 246.0 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 202.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 137.8 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 117.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 107.1 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 90.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 89.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 87.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 85.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 83.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 62.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 60.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 59.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 38.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 34.1 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.0 0.0% 2 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 28.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 26.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 25.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 25.3 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 25.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 25.2 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 23.2 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 21.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 21.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 19.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 18.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 18.6 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 17.0 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 16.3 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 15.1 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 14.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 14.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 13.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 13.8 8.3% 2 -0.1 pp +8.3 pp +8.3 pp +8.3 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 13.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 12.9 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 10.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 10.4 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 10.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 9.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 8.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 8.4 4.8% 3 -0.1 pp -0.3 pp +4.8 pp +4.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 7.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 6.9 2.3% 4 -0.0 pp -0.1 pp -0.0 pp +2.3 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 6.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 5.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 5.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 5.6 3.4% 2 +0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.6 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 5.5 2.2% 2 +0.8 pp +2.2 pp +2.2 pp +2.2 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 5.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 5.1 4.8% 2 +0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 5.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.7 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 4.6 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆David Kennon Inc CIK 0001954126 0.575 45 4.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.3 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 4.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 3.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 3.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 3.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Verde Capital Management CIK 0001802891 0.578 80 3.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 3.8 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 3.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 3.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 3.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.7 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 2.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.4 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 2.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 2.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.2 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 2.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 2.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 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
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +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
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +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
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 1 +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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.0 0.0% 0 +0.0 pp -0.1 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 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 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
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 -0.8 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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 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
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -3.0 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
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 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 +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.1 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.1 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 VWOB). Qtrs Held counts distinct quarters this fund has actually held VWOB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VWOB position size. Δ columns are the percentage-point change in VWOB'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