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SignalPoint Asset Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

SignalPoint Asset Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$257K Sell
3,888
-184
-5% -$12.5K 0.06% 220
2024
Q3 		$268K Buy
4,072
+400
+11% +$25.1K 0.06% 217
2024
Q2 		$222K Sell
3,672
-236
-6% -$14.3K 0.06% 238
2024
Q1 		$244K Buy
+3,908
New +$231K 0.07% 212

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SignalPoint Asset Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.5% in Q4 2024, selling an estimated $12.5K and leaving 3,888 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #220.

SignalPoint Asset Management first reported a position in VO in Q1 2024 and has held it in 4 quarters since. The position peaked at $268K in Q3 2024. 2,140 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • SignalPoint Asset Management held 3,888 shares of Vanguard Morningstar Mid-Cap ETF worth $257K as of Q4 2024.
  • SignalPoint Asset Management sold 184 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $12.5K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.06% of SignalPoint Asset Management's portfolio in Q4 2024, its #220 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • SignalPoint Asset Management's Vanguard Morningstar Mid-Cap ETF position peaked at $268K in Q3 2024.
  • 2,140 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

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