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SignalPoint Asset Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

SignalPoint Asset Management’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.99M Buy
66,019
+21,428
+48% +$985K 0.73% 27
2024
Q3 		$2.11M Buy
44,591
+15,726
+54% +$733K 0.49% 35
2024
Q2 		$1.31M Buy
+28,865
New +$1.3M 0.35% 63

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SignalPoint Asset Management increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 48% in Q4 2024, buying an estimated $985K and bringing the position to 66,019 shares worth $2.99M. The position accounts for 0.73% of the portfolio, ranked #27.

SignalPoint Asset Management first reported a position in VMBS in Q2 2024 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

  • SignalPoint Asset Management held 66,019 shares of Vanguard Mortgage-Backed Securities ETF worth $2.99M as of Q4 2024.
  • SignalPoint Asset Management bought 21,428 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $985K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.73% of SignalPoint Asset Management's portfolio in Q4 2024, its #27 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2024 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

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