Signals

VXF

1023 in-universe funds with a nonzero position in VXF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#128
Score / z1.481 / 2.09
Consensus380.61 over 671 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-31% / 2.0d

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
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 823.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 710.0 1.6% 4 -0.1 pp -0.0 pp +0.1 pp +1.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 634.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 394.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 291.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 288.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 255.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 253.4 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 215.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 204.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 192.3 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 175.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 174.6 1.4% 3 -0.4 pp -0.4 pp +1.4 pp +1.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 169.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 163.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 161.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 159.9 10.1% 3 +0.5 pp +0.5 pp +10.1 pp +10.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 154.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 135.7 4.6% 3 +0.1 pp -0.2 pp +4.6 pp +4.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 135.2 0.0% 3 +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 132.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEPC LLC CIK 0001424799 0.960 53 131.0 2.8% 3 +0.7 pp +0.6 pp +2.8 pp +2.8 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 127.2 12.5% 3 -0.3 pp +0.1 pp +12.5 pp +12.5 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 108.2 2.3% 3 +0.2 pp +0.3 pp +2.3 pp +2.3 pp
Diversified Trust Co CIK 0001479844 0.817 1115 105.2 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
Creative Planning CIK 0001540235 0.979 4196 103.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 76.9 0.9% 3 -0.3 pp -0.4 pp +0.9 pp +0.9 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 74.9 5.7% 3 -0.2 pp -0.4 pp +5.7 pp +5.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 73.0 7.4% 3 -0.1 pp +0.1 pp +7.4 pp +7.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 71.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 66.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 57.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 57.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 56.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 52.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 49.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 49.5 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 48.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Tenon Financial LLC CIK 0002020781 0.850 61 47.8 20.2% 3 +1.1 pp -6.8 pp +20.2 pp +20.2 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 46.9 3.0% 2 +0.7 pp +3.0 pp +3.0 pp +3.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 46.2 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 44.1 4.2% 3 -0.1 pp +0.0 pp +4.2 pp +4.2 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 42.5 13.9% 3 -0.7 pp -2.4 pp +13.9 pp +13.9 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 42.0 5.8% 3 -0.4 pp -0.4 pp +5.8 pp +5.8 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 41.1 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 37.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
MAYPORT, LLC CIK 0001922875 0.801 134 36.4 7.3% 3 -0.4 pp -0.4 pp +7.3 pp +7.3 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 36.2 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 35.7 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 33.6 3.2% 3 +0.5 pp +0.7 pp +3.2 pp +3.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 31.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 30.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 29.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Firestone Capital Management CIK 0001799964 0.602 168 28.8 6.1% 3 -0.0 pp +0.1 pp +6.1 pp +6.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 28.0 2.3% 3 +0.1 pp +0.4 pp +2.3 pp +2.3 pp
FC Advisory LLC CIK 0001683754 0.633 118 27.6 7.9% 3 -0.1 pp +0.1 pp +7.9 pp +7.9 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 27.0 6.0% 3 -0.2 pp -0.1 pp +6.0 pp +6.0 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 25.2 1.5% 3 -1.8 pp -1.9 pp +1.5 pp +1.5 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 24.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 24.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 24.0 0.8% 3 -0.3 pp +0.6 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 23.8 6.7% 3 -0.6 pp -0.5 pp +6.7 pp +6.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 23.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 22.4 6.5% 3 -4.3 pp -3.9 pp +6.5 pp +6.5 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 22.3 3.0% 3 +0.3 pp +0.6 pp +3.0 pp +3.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 22.3 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 20.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 19.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 18.9 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 18.9 5.1% 3 -0.1 pp -0.1 pp +5.1 pp +5.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 18.8 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 17.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 17.7 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 16.9 2.7% 3 -0.4 pp -0.3 pp +2.7 pp +2.7 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 16.7 1.2% 3 -0.2 pp -0.1 pp +1.2 pp +1.2 pp
Keel Point, LLC CIK 0001386935 0.645 514 16.6 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 16.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 16.4 3.8% 3 -0.1 pp -0.0 pp +3.8 pp +3.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aurdan Capital Management, LLC CIK 0002057382 0.562 99 16.1 5.0% 3 +0.0 pp +0.4 pp +5.0 pp +5.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 14.4 7.1% 4 -1.3 pp -0.4 pp -0.4 pp +7.1 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 14.4 2.1% 3 +0.4 pp +0.4 pp +2.1 pp +2.1 pp
Asio Capital, LLC CIK 0001803291 0.492 109 14.3 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 14.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Applied Capital LLC CIK 0001862965 0.797 53 13.9 5.4% 3 -0.1 pp -0.1 pp +5.4 pp +5.4 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 13.9 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 13.8 8.5% 3 -0.6 pp -0.5 pp +8.5 pp +8.5 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 13.6 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 13.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 13.2 2.2% 3 -0.1 pp -0.0 pp +2.2 pp +2.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 12.9 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 12.7 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 12.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 12.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 11.6 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 11.5 2.0% 3 -0.6 pp -0.5 pp +2.0 pp +2.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clifford Group, LLC CIK 0001965522 0.474 86 11.2 8.7% 3 -0.0 pp +0.4 pp +8.7 pp +8.7 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 11.1 5.9% 3 -0.0 pp -0.5 pp +5.9 pp +5.9 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 11.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 10.8 4.1% 3 -0.1 pp -0.2 pp +4.1 pp +4.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 10.3 8.2% 3 -1.3 pp -1.5 pp +8.2 pp +8.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 9.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 9.7 12.5% 3 +0.8 pp +4.9 pp +12.5 pp +12.5 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 9.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 9.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 9.5 5.6% 3 +0.0 pp +2.6 pp +5.6 pp +5.6 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 9.1 5.7% 4 -0.2 pp -0.1 pp -0.6 pp +5.7 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 9.1 5.2% 3 -0.4 pp -0.5 pp +5.2 pp +5.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 9.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Plancorp, LLC CIK 0001599579 0.797 425 8.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Advisor OS, LLC CIK 0001767580 0.509 586 8.7 0.7% 3 -0.1 pp +0.4 pp +0.7 pp +0.7 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 8.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Jessup Wealth Management, Inc CIK 0001963536 0.415 81 8.7 2.9% 3 -0.3 pp -0.2 pp +2.9 pp +2.9 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 8.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
TD Capital Management LLC CIK 0001483824 0.737 797 8.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 8.3 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 8.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.1 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clarius Group, LLC CIK 0001664214 0.831 384 7.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 7.7 2.1% 3 +0.4 pp +0.6 pp +2.1 pp +2.1 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 7.7 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 7.4 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 7.0 3.5% 4 +0.1 pp +0.6 pp +0.5 pp +3.5 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 7.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 6.9 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 6.8 3.2% 3 -0.3 pp -0.7 pp +3.2 pp +3.2 pp
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Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.2 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
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 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 -2.3 pp -2.3 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.4 pp -2.9 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 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
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.7 pp -0.4 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 VXF). Qtrs Held counts distinct quarters this fund has actually held VXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VXF position size. Δ columns are the percentage-point change in VXF'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