SignalPoint Asset Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$526K	Sell	5,891 -55	-0.9%	-$5.07K	0.13%	130
2024 Q3	$530K	Buy	5,946 +409	+7%	+$35.4K	0.12%	147
2024 Q2	$454K	Hold	5,537	–	–	0.12%	158
2024 Q1	$471K	Buy	5,537 +125	+2%	+$10.1K	0.13%	147
2023 Q4	$438K	Hold	5,412	–	–	0.13%	147
2023 Q3	$387K	Buy	5,412 +86	+2%	+$6.53K	0.12%	148
2023 Q2	$403K	Buy	5,326 +195	+4%	+$14.1K	0.12%	145
2023 Q1	$370K	Buy	5,131 +320	+7%	+$23.8K	0.12%	156
2022 Q4	$339K	Buy	4,811 +718	+18%	+$51.6K	0.12%	159
2022 Q3	$272K	Hold	4,093	–	–	0.1%	174
2022 Q2	$279K	Sell	4,093 -27	-0.7%	-$2.01K	0.1%	174
2022 Q1	$341K	Hold	4,120	–	–	0.11%	169
2021 Q4	$370K	Hold	4,120	–	–	0.11%	161
2021 Q3	$364K	Hold	4,120	–	–	0.12%	159
2021 Q2	$381K	Buy	4,120 +1,190	+41%	+$108K	0.12%	159
2021 Q1	$261K	Hold	2,930	–	–	0.09%	181
2020 Q4	$232K	Buy	+2,930	New	+$207K	0.09%	181

Other funds holding VTWO

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SRA

Summit Rock Advisors New York $76.1M AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

SignalPoint Asset Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.92% in Q4 2024, selling an estimated $5.07K and leaving 5,891 shares worth $526K. The position accounts for 0.13% of the portfolio, ranked #130.

SignalPoint Asset Management first reported a position in VTWO in Q4 2020 and has held it in 17 quarters since. The position peaked at $530K in Q3 2024. 603 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

SignalPoint Asset Management held 5,891 shares of Vanguard Russell 2000 ETF worth $526K as of Q4 2024.
SignalPoint Asset Management sold 55 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $5.07K.
Vanguard Russell 2000 ETF made up 0.13% of SignalPoint Asset Management's portfolio in Q4 2024, its #130 holding.
SignalPoint Asset Management first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 17 quarters since.
SignalPoint Asset Management's Vanguard Russell 2000 ETF position peaked at $530K in Q3 2024.
603 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

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