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SignalPoint Asset Management’s Vanguard Energy ETF VDE Stock Holding History

SignalPoint Asset Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$280K Buy
2,306
+318
+16% +$40.5K 0.07% 205
2024
Q3 		$242K Buy
+1,988
New +$249K 0.06% 231

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SignalPoint Asset Management's VDE Position: Q4 2024 in Review

SignalPoint Asset Management increased its Vanguard Energy ETF (VDE) stake by 16% in Q4 2024, buying an estimated $40.5K and bringing the position to 2,306 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #205.

SignalPoint Asset Management first reported a position in VDE in Q3 2024 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • SignalPoint Asset Management held 2,306 shares of Vanguard Energy ETF worth $280K as of Q4 2024.
  • SignalPoint Asset Management bought 318 Vanguard Energy ETF shares in Q4 2024, an estimated $40.5K.
  • Vanguard Energy ETF made up 0.07% of SignalPoint Asset Management's portfolio in Q4 2024, its #205 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Energy ETF in Q3 2024 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.