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SignalPoint Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SignalPoint Asset Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$9.88M Buy
34,089
+2,996
+10% +$874K 2.41% 5
2024
Q3 		$8.77M Buy
31,093
+1,016
+3% +$277K 2.05% 5
2024
Q2 		$8.05M Sell
30,077
-999
-3% -$259K 2.15% 5
2024
Q1 		$8.08M Buy
31,076
+458
+1% +$113K 2.22% 4
2023
Q4 		$7.26M Buy
30,618
+935
+3% +$207K 2.14% 5
2023
Q3 		$6.3M Buy
29,683
+295
+1% +$65.3K 2.01% 7
2023
Q2 		$6.47M Buy
29,388
+621
+2% +$130K 1.98% 7
2023
Q1 		$5.87M Buy
28,767
+2,027
+8% +$406K 1.86% 7
2022
Q4 		$5.11M Buy
26,740
+622
+2% +$120K 1.78% 6
2022
Q3 		$4.69M Buy
26,118
+109
+0.4% +$21.7K 1.79% 6
2022
Q2 		$4.91M Buy
26,009
+858
+3% +$176K 1.8% 7
2022
Q1 		$5.73M Buy
25,151
+1,564
+7% +$352K 1.81% 6
2021
Q4 		$5.69M Buy
23,587
+350
+2% +$82.6K 1.74% 6
2021
Q3 		$5.16M Buy
23,237
+160
+0.7% +$36.5K 1.65% 7
2021
Q2 		$5.14M Buy
23,077
+452
+2% +$98.1K 1.68% 7
2021
Q1 		$4.68M Buy
22,625
+1,159
+5% +$235K 1.65% 7
2020
Q4 		$4.18M Sell
21,466
-668
-3% -$122K 1.58% 11
2020
Q3 		$3.77M Buy
22,134
+106
+0.5% +$17.8K 1.57% 13
2020
Q2 		$3.45M Buy
22,028
+248
+1% +$36.6K 1.55% 17
2020
Q1 		$2.81M Buy
21,780
+1,570
+8% +$243K 1.48% 19
2019
Q4 		$3.31M Sell
20,210
-402
-2% -$63K 1.39% 19
2019
Q3 		$3.11M Buy
20,612
+479
+2% +$72.2K 1.38% 18
2019
Q2 		$3.02M Buy
20,133
+732
+4% +$108K 1.44% 20
2019
Q1 		$2.81M Buy
19,401
+266
+1% +$37.1K 1.23% 21
2018
Q4 		$2.44M Buy
19,135
+2,760
+17% +$381K 1.18% 22
2018
Q3 		$2.45M Buy
16,375
+4,291
+36% +$632K 1.1% 22
2018
Q2 		$1.7M Buy
12,084
+1,826
+18% +$255K 0.81% 26
2018
Q1 		$1.39M Buy
10,258
+5,100
+99% +$715K 0.67% 38
2017
Q4 		$708K Buy
+5,158
New +$690K 0.34% 86

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

SignalPoint Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.6% in Q4 2024, buying an estimated $874K and bringing the position to 34,089 shares worth $9.88M. The position accounts for 2.41% of the portfolio, ranked #5.

SignalPoint Asset Management first reported a position in VTI in Q4 2017 and has held it in 29 quarters since. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • SignalPoint Asset Management held 34,089 shares of Vanguard Morningstar Total Stock Market ETF worth $9.88M as of Q4 2024.
  • SignalPoint Asset Management bought 2,996 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $874K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.41% of SignalPoint Asset Management's portfolio in Q4 2024, its #5 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 29 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

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