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SignalPoint Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

SignalPoint Asset Management’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$347K Sell
6,992
-4,453
-39% -$221K 0.08% 177
2024
Q3 		$572K Buy
11,445
+87
+0.8% +$4.32K 0.13% 141
2024
Q2 		$562K Buy
11,358
+92
+0.8% +$4.55K 0.15% 139
2024
Q1 		$558K Buy
+11,266
New +$558K 0.15% 132

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SignalPoint Asset Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 39% in Q4 2024, selling an estimated $221K and leaving 6,992 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #177.

SignalPoint Asset Management first reported a position in VUSB in Q1 2024 and has held it in 4 quarters since. The position peaked at $572K in Q3 2024. 317 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

  • SignalPoint Asset Management held 6,992 shares of Vanguard Ultra-Short Bond ETF worth $347K as of Q4 2024.
  • SignalPoint Asset Management sold 4,453 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $221K.
  • Vanguard Ultra-Short Bond ETF made up 0.08% of SignalPoint Asset Management's portfolio in Q4 2024, its #177 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • SignalPoint Asset Management's Vanguard Ultra-Short Bond ETF position peaked at $572K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

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