SAM
VPU

SignalPoint Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

SignalPoint Asset Management’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$202K Sell
1,238
-118
-9% -$20.2K 0.05% 245
2024
Q3 		$235K Buy
+1,356
New +$218K 0.05% 235

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SignalPoint Asset Management reduced its Vanguard Utilities ETF (VPU) stake by 8.7% in Q4 2024, selling an estimated $20.2K and leaving 1,238 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #245.

SignalPoint Asset Management first reported a position in VPU in Q3 2024 and has held it in 2 quarters since. The position peaked at $235K in Q3 2024. 595 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • SignalPoint Asset Management held 1,238 shares of Vanguard Utilities ETF worth $202K as of Q4 2024.
  • SignalPoint Asset Management sold 118 Vanguard Utilities ETF shares in Q4 2024, an estimated $20.2K.
  • Vanguard Utilities ETF made up 0.05% of SignalPoint Asset Management's portfolio in Q4 2024, its #245 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 2 quarters since.
  • SignalPoint Asset Management's Vanguard Utilities ETF position peaked at $235K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

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