SignalPoint Asset Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$755K	Buy	7,313 +62	+0.9%	+$6.28K	0.18%	100
2024 Q3	$697K	Hold	7,251	–	–	0.16%	116
2024 Q2	$680K	Buy	7,251 +1,045	+17%	+$91.8K	0.18%	117
2024 Q1	$538K	Buy	6,206 +315	+5%	+$26.1K	0.15%	136
2023 Q4	$459K	Hold	5,891	–	–	0.14%	140
2023 Q3	$403K	Buy	5,891 +380	+7%	+$27K	0.13%	144
2023 Q2	$390K	Buy	5,511 +115	+2%	+$7.53K	0.12%	151
2023 Q1	$339K	Buy	5,396 +1,000	+23%	+$59.3K	0.11%	166
2022 Q4	$242K	Buy	+4,396	New	+$249K	0.08%	190
2022 Q2	–	Sell	-3,509	Closed	-$250K	–	230
2022 Q1	$250K	Buy	3,509 +40	+1%	+$2.81K	0.08%	195
2021 Q4	$272K	Buy	3,469 +608	+21%	+$46.4K	0.08%	192
2021 Q3	$202K	Buy	+2,861	New	+$208K	0.06%	220

Other funds holding VONG

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SignalPoint Asset Management increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.86% in Q4 2024, buying an estimated $6.28K and bringing the position to 7,313 shares worth $755K. The position accounts for 0.18% of the portfolio, ranked #100.

SignalPoint Asset Management first reported a position in VONG in Q3 2021 and has held it in 12 quarters since. 740 funds tracked by Wall St. Rank hold VONG as of Q4 2024.

SignalPoint Asset Management held 7,313 shares of Vanguard Russell 1000 Growth ETF worth $755K as of Q4 2024.
SignalPoint Asset Management bought 62 Vanguard Russell 1000 Growth ETF shares in Q4 2024, an estimated $6.28K.
Vanguard Russell 1000 Growth ETF made up 0.18% of SignalPoint Asset Management's portfolio in Q4 2024, its #100 holding.
SignalPoint Asset Management first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2021 and has held it in 12 quarters since.
740 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q4 2024.

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