SignalPoint Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

SignalPoint Asset Management’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$10.3M	Buy	215,758 +70,591	+49%	+$3.54M	2.51%	4
2024 Q3	$7.69M	Buy	145,167 +34,586	+31%	+$1.76M	1.8%	8
2024 Q2	$5.46M	Buy	110,581 +76,061	+220%	+$3.78M	1.46%	10
2024 Q1	$1.73M	Buy	34,520 +25,636	+289%	+$1.24M	0.48%	45
2023 Q4	$425K	Buy	8,884 +1,829	+26%	+$81.9K	0.13%	151
2023 Q3	$308K	Buy	7,055 +2,549	+57%	+$117K	0.1%	168
2023 Q2	$208K	Buy	+4,506	New	+$207K	0.06%	202

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

SignalPoint Asset Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 49% in Q4 2024, buying an estimated $3.54M and bringing the position to 215,758 shares worth $10.3M. The position accounts for 2.51% of the portfolio, ranked #4.

SignalPoint Asset Management first reported a position in VEA in Q2 2023 and has held it in 7 quarters since. 2,405 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

SignalPoint Asset Management held 215,758 shares of Vanguard FTSE Developed Markets ETF worth $10.3M as of Q4 2024.
SignalPoint Asset Management bought 70,591 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $3.54M.
Vanguard FTSE Developed Markets ETF made up 2.51% of SignalPoint Asset Management's portfolio in Q4 2024, its #4 holding.
SignalPoint Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and has held it in 7 quarters since.
2,405 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

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