Signals

← Signals

☆VWOB

482 in-universe funds with a nonzero position in VWOB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1187
Score / z0.034 / 0.04
Consensus176.80 over 326 funds
Momentumnot computed

Price & positioning

227 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 277.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 262.8 0.3% 3 -0.0 pp -0.0 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 231.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 210.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 183.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 148.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 115.8 0.0% 3 +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 114.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 89.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 89.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 87.9 0.0% 3 -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 84.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 84.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 63.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 51.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 49.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 40.4 1.0% 3 +0.1 pp +0.7 pp +1.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 40.2 0.0% 3 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 33.9 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 27.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 26.5 3.5% 3 +0.1 pp -0.0 pp +3.5 pp +3.5 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 26.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 26.1 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 25.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 25.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 23.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 22.2 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 19.9 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 19.8 4.2% 1 +4.2 pp +1.2 pp +4.2 pp +4.2 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 18.6 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 18.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 18.0 1.7% 3 -0.1 pp +0.4 pp +1.7 pp +1.7 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 16.3 3.0% 3 -0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 15.5 4.5% 3 +0.1 pp +0.0 pp +4.5 pp +4.5 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 15.1 0.4% 2 -0.7 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 14.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 14.9 8.7% 3 +0.3 pp +0.2 pp +8.7 pp +8.7 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 14.8 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 14.6 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 13.6 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 12.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 11.3 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 10.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 10.4 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 10.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 9.2 4.0% 3 +1.6 pp +1.6 pp +4.0 pp +4.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 9.0 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 8.7 4.9% 4 +0.1 pp -0.1 pp -0.3 pp +4.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 7.7 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 7.4 0.8% 3 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 7.2 2.1% 3 +1.1 pp +1.2 pp +2.1 pp +2.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 7.2 2.3% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 6.6 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 6.5 2.5% 3 +0.3 pp +1.1 pp +2.5 pp +2.5 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 6.3 3.5% 3 +0.1 pp +0.8 pp +3.5 pp +3.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 6.0 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 5.5 5.0% 3 +0.6 pp +0.5 pp +5.0 pp +5.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 5.4 1.4% 3 +0.2 pp +0.6 pp +1.4 pp +1.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 5.2 0.5% 3 +0.2 pp -0.0 pp +0.5 pp +0.5 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 5.2 2.7% 3 -0.0 pp +0.1 pp +2.7 pp +2.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 5.1 4.4% 3 -0.4 pp -0.1 pp +4.4 pp +4.4 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 5.0 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.6 0.7% 3 +0.5 pp +0.5 pp +0.7 pp +0.7 pp
☆David Kennon Inc CIK 0001954126 0.575 45 4.5 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 4.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.3 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 4.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.9 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 3.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Verde Capital Management CIK 0001802891 0.578 80 3.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.7 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 3.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 3.4 1.9% 3 +0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 3.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 3.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.2 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.7 1.9% 4 -0.0 pp -0.0 pp -0.1 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 2.6 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 2.6 1.9% 2 -1.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 2.5 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 2.4 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 2.4 1.5% 3 +0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.3 0.3% 3 -0.0 pp -0.4 pp +0.3 pp +0.3 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 2.3 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 2.2 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 2.1 1.5% 3 -0.7 pp -0.2 pp +1.5 pp +1.5 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 2.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆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
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -1.2 pp -1.3 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
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp -1.3 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
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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 +0.0 pp -0.1 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.4 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
☆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
☆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
☆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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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