VP

Vernal Point Advisors, LLC

13F
Vernal Point Advisors, LLC
Last update 2025-05-15 19 Stocks (0 new)
Value $151.00 Mil Turnover 9 %
Countries:
Top Holdings: VT(36.15%)VGSH(26.46%)VGIT(7.22%)AGG(6.61%)VTI(6.16%)
Summary Stock Picks Current Portfolio
Vernal Point Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VT
Vanguard Total World Stock ETF
470,604
54,566.5
+22.56%
36.150
+6.65%
0.130
+14.82%
+13.01%
46,405.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
680,428
39,934.3
-4.58%
26.460
-1.31%
0.180
+0.70%
+2.70%
22,497.1
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
183,547
10,902.7
+2.75%
7.220
+0.19%
0.030
+0.79%
+4.12%
31,579.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
100,923
9,983.3
+25.37%
6.610
+1.34%
0.010
+1.03%
+3.43%
128,074.0
 
VTI
Vanguard Total Stock Market ETF
33,826
9,296.7
-2.14%
6.160
-0.15%
0.000
+16.45%
+8.47%
478,263.0
 
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
169,362
6,349.4
+8.96%
4.210
+0.35%
0.200
+4.36%
+8.04%
3,301.3
 
VOO
Vanguard S&P 500 ETF
9,628
4,947.9
0%
3.280
0%
0.000
+16.45%
+8.96%
664,077.8
 
VXUS
Vanguard Total International Stock
44,862
2,785.9
-1.77%
1.850
-0.03%
0.000
+12.30%
+21.01%
93,859.7
 
SHY
iShares 1-3 Year Treasury Bond ETF
30,375
2,512.9
-63.13%
1.660
-2.93%
0.010
+0.64%
+2.60%
23,668.1
 
IEI
iShares 3-7 Year Treasury Bond ETF
20,710
2,446.6
0%
1.620
0%
0.020
+0.80%
+3.99%
15,675.6
 

Vernal Point Advisors, LLC's Historical Top Holdings Breakdowns

Vernal Point Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VT
Vanguard Total World Stock ETF
2025-03-31
Add
Add
+6.65%
●
115.08 ($119.66) 123.97
$131.70
10.06%
Add 22.56%
470,604
86,633
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-2.93%
●
81.83 ($82.24) 82.73
$82.50
0.32%
Reduce -63.13%
30,375
-52,018
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+1.34%
●
95.85 ($97.76) 99.25
$98.29
0.54%
Add 25.37%
100,923
20,426
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-1.31%
●
58.07 ($58.36) 58.69
$58.54
0.31%
Reduce -4.58%
680,428
-32,658
MBB
iShares MBS ETF
2025-03-31
Reduce
Reduce
-0.53%
●
90.37 ($92.49) 94.08
$92.92
0.46%
Reduce -44.5%
10,545
-8,455
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
2025-03-31
Add
Add
+0.35%
●
35.79 ($37.01) 38.28
$37.90
2.40%
Add 8.96%
169,362
13,929
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.19%
●
57.44 ($58.5) 59.4
$59.25
1.28%
Add 2.75%
183,547
4,920
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.15%
●
271.18 ($290.53) 303.12
$312.30
7.49%
Reduce -2.14%
33,826
-740
VXUS
Vanguard Total International Stock
2025-03-31
Reduce
Reduce
-0.03%
●
58.01 ($61.77) 64.46
$70.59
14.28%
Reduce -1.77%
44,862
-810
VT
Vanguard Total World Stock ETF
2024-12-31
Add
Add
+5.80%
●
117.09 ($120.05) 123.07
$131.70
9.70%
Add 23%
383,971
71,810

Vernal Point Advisors, LLC Total Holding History ($B)

To

Vernal Point Advisors, LLC's Asset Allocation

To

Vernal Point Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Vernal Point Advisors, LLC's Hypothetical Growth since 2025-03-31

Vernal Point Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Vernal Point Advisors, LLC's Holdings Heat Map

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Vernal Point Advisors, LLC's Holdings Bubble Chart

Vernal Point Advisors, LLC News

  • 1

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