Signals

VXF

1152 in-universe funds with a nonzero position in VXF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#244
Score / z1.005 / 0.89
Consensus392.30 over 694 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+3% / 1.2d

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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 873.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 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 869.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 682.9 1.5% 5 -0.1 pp -0.2 pp -0.1 pp +0.0 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 464.0 0.0% 5 +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 289.1 0.5% 4 -0.4 pp -0.3 pp -0.3 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 276.0 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 273.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 264.0 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 234.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 220.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 208.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 195.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 185.8 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 171.0 11.1% 4 +0.9 pp +1.4 pp +1.5 pp +11.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 169.5 1.3% 4 -0.1 pp -0.5 pp -0.4 pp +1.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 168.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 153.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 153.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 137.7 5.0% 4 +0.4 pp +0.6 pp +0.3 pp +5.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 133.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 130.5 12.9% 4 +0.5 pp +0.2 pp +0.6 pp +12.9 pp
NEPC LLC CIK 0001424799 0.960 53 128.9 2.6% 4 -0.2 pp +0.5 pp +0.3 pp +2.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 124.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 120.1 2.5% 4 +0.2 pp +0.4 pp +0.5 pp +2.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 106.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 104.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Diversified Trust Co CIK 0001479844 0.817 1115 104.2 1.9% 4 -0.0 pp -0.1 pp -0.1 pp +1.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 75.4 0.9% 4 -0.0 pp -0.3 pp -0.4 pp +0.9 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 72.4 5.6% 4 -0.1 pp -0.3 pp -0.5 pp +5.6 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 71.8 7.7% 4 +0.3 pp +0.3 pp +0.4 pp +7.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 67.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 62.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 53.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 53.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tenon Financial LLC CIK 0002020781 0.850 61 51.7 20.3% 4 +0.2 pp +1.3 pp -6.7 pp +20.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 50.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 47.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 46.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 46.6 1.7% 4 -0.0 pp +0.0 pp -0.1 pp +1.7 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 45.4 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 43.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 42.1 5.7% 4 -0.1 pp -0.4 pp -0.4 pp +5.7 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 41.7 14.0% 4 +0.1 pp -0.6 pp -2.3 pp +14.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 41.5 0.4% 4 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 41.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 39.4 0.5% 4 -0.0 pp -0.2 pp -0.3 pp +0.5 pp
MAYPORT, LLC CIK 0001922875 0.801 134 37.7 7.0% 4 -0.3 pp -0.7 pp -0.7 pp +7.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 37.4 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 37.3 3.7% 4 -0.5 pp -0.6 pp -0.5 pp +3.7 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 34.7 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 34.7 2.1% 4 +0.0 pp -0.0 pp -0.1 pp +2.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 34.6 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 34.0 3.2% 4 -0.0 pp +0.5 pp +0.7 pp +3.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 30.3 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 30.0 2.5% 4 +0.1 pp +0.3 pp +0.6 pp +2.5 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 29.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Firestone Capital Management CIK 0001799964 0.602 168 28.5 5.9% 4 -0.2 pp -0.2 pp -0.1 pp +5.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 27.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 27.8 8.1% 4 +0.2 pp +0.1 pp +0.3 pp +8.1 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 27.1 5.7% 4 -0.3 pp -0.5 pp -0.4 pp +5.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 25.0 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 24.9 2.9% 4 +1.4 pp -0.4 pp -0.6 pp +2.9 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 24.6 6.8% 4 +0.3 pp -4.0 pp -3.6 pp +6.8 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 24.2 6.7% 4 +0.1 pp -0.5 pp -0.4 pp +6.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 23.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 23.0 3.2% 4 +0.3 pp +0.6 pp +0.8 pp +3.2 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 22.3 2.1% 4 -0.1 pp -0.1 pp -0.2 pp +2.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 21.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 20.9 1.4% 4 -0.2 pp -0.1 pp -0.1 pp +1.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 20.3 1.7% 4 +0.1 pp +0.1 pp +0.3 pp +1.7 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 19.2 5.1% 4 -0.0 pp -0.2 pp -0.2 pp +5.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 18.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 17.5 0.1% 4 -0.4 pp -0.5 pp -0.4 pp +0.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 17.3 1.3% 4 +0.1 pp -0.1 pp -0.1 pp +1.3 pp
Keel Point, LLC CIK 0001386935 0.645 514 17.3 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
Aurdan Capital Management, LLC CIK 0002057382 0.562 99 16.6 5.0% 4 +0.0 pp +0.0 pp +0.4 pp +5.0 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 16.5 8.6% 4 +3.0 pp +3.0 pp +5.6 pp +8.6 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 16.5 2.4% 4 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 16.4 3.8% 4 -0.1 pp -0.2 pp -0.1 pp +3.8 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 15.1 0.7% 4 +0.1 pp -0.0 pp -0.3 pp +0.7 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 15.1 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Asio Capital, LLC CIK 0001803291 0.492 109 14.9 2.1% 4 +0.1 pp -0.0 pp +0.0 pp +2.1 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 14.6 2.4% 4 -0.4 pp -0.7 pp -0.7 pp +2.4 pp
Applied Capital LLC CIK 0001862965 0.797 53 14.3 5.4% 4 -0.0 pp -0.1 pp -0.1 pp +5.4 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 14.2 2.1% 4 -0.0 pp +0.4 pp +0.4 pp +2.1 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 14.1 0.4% 4 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 14.1 8.2% 4 -0.3 pp -0.9 pp -0.8 pp +8.2 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 14.0 6.8% 5 -0.4 pp -1.7 pp -0.7 pp -0.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.9 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 13.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 13.2 2.2% 4 +0.0 pp -0.0 pp -0.0 pp +2.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 12.7 2.4% 4 -0.0 pp -0.1 pp -0.1 pp +2.4 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 12.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 12.4 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 12.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 11.7 5.9% 4 -0.0 pp -0.0 pp -0.5 pp +5.9 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 11.3 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 11.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 10.6 4.0% 4 -0.1 pp -0.1 pp -0.2 pp +4.0 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 10.5 1.2% 3 -1.7 pp -1.0 pp +1.2 pp +1.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 10.0 10.8% 4 -1.6 pp -0.8 pp +3.2 pp +10.8 pp
Plancorp, LLC CIK 0001599579 0.797 425 9.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 9.9 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 9.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 8.9 1.5% 4 -0.5 pp -1.1 pp -1.0 pp +1.5 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 8.9 5.5% 5 -0.2 pp -0.4 pp -0.3 pp -0.8 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 8.8 4.9% 4 -0.3 pp -0.7 pp -0.9 pp +4.9 pp
Advisor OS, LLC CIK 0001767580 0.509 586 8.8 0.6% 4 -0.1 pp -0.1 pp +0.3 pp +0.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.7 0.6% 4 +0.2 pp +0.3 pp +0.2 pp +0.6 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 8.6 3.2% 4 +0.3 pp +0.0 pp +0.1 pp +3.2 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 8.6 7.4% 4 -0.8 pp -2.1 pp -2.3 pp +7.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 8.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 8.1 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 7.9 2.4% 4 -0.1 pp -0.2 pp -0.3 pp +2.4 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 7.9 2.1% 4 -0.1 pp +0.3 pp +0.5 pp +2.1 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 7.7 1.1% 4 -0.1 pp -0.2 pp -0.2 pp +1.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 7.6 1.3% 4 -0.0 pp -0.0 pp +0.0 pp +1.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 7.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 7.3 1.3% 4 -0.0 pp -0.2 pp -0.1 pp +1.3 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 7.1 3.6% 5 +0.0 pp +0.1 pp +0.6 pp +0.5 pp
Wedmont Private Capital CIK 0001904274 0.771 949 7.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 6.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Harfst & Associates, Inc. CIK 0001649147 0.714 124 6.9 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 6.8 3.3% 4 +0.1 pp -0.1 pp -0.6 pp +3.3 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 6.7 3.1% 4 -0.1 pp -0.2 pp -0.1 pp +3.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 6.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 6.4 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
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Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 4.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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Alliance Wealth Management Group CIK 0001623707 0.630 103 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status