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DecisionPoint Financial’s Vanguard Small-Cap ETF VB Stock Holding History

DecisionPoint Financial’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.68M Buy
10,238
+1,387
+16% +$375K 0.58% 18
2025
Q4 		$2.28M Buy
8,851
+129
+1% +$33K 0.5% 19
2025
Q3 		$2.22M Sell
8,722
-16
-0.2% -$3.97K 0.52% 19
2025
Q2 		$2.09M Buy
8,738
+6,539
+297% +$1.46M 0.53% 19
2025
Q1 		$488K Buy
2,199
+293
+15% +$70K 0.14% 30
2024
Q4 		$458K Sell
1,906
-15
-0.8% -$3.69K 0.14% 30
2024
Q3 		$456K Buy
1,921
+12
+0.6% +$2.73K 0.14% 30
2024
Q2 		$446K Sell
1,909
-83
-4% -$18.2K 0.15% 31
2024
Q1 		$431K Sell
1,992
-75
-4% -$16.1K 0.17% 27
2023
Q4 		$441K Sell
2,067
-131
-6% -$25.2K 0.19% 28
2023
Q3 		$416K Sell
2,198
-165
-7% -$32.9K 0.22% 24
2023
Q2 		$470K Sell
2,363
-1,573
-40% -$297K 0.24% 23
2023
Q1 		$746K Sell
3,936
-149
-4% -$28.9K 0.43% 18
2022
Q4 		$750K Buy
+4,085
New +$757K 0.46% 18

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DecisionPoint Financial's VB Position: Q1 2026 in Review

DecisionPoint Financial increased its Vanguard Small-Cap ETF (VB) stake by 16% in Q1 2026, buying an estimated $375K and bringing the position to 10,238 shares worth $2.68M. The position accounts for 0.58% of the portfolio, ranked #18.

DecisionPoint Financial first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • DecisionPoint Financial held 10,238 shares of Vanguard Small-Cap ETF worth $2.68M as of Q1 2026.
  • DecisionPoint Financial bought 1,387 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $375K.
  • Vanguard Small-Cap ETF made up 0.58% of DecisionPoint Financial's portfolio in Q1 2026, its #18 holding.
  • DecisionPoint Financial first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.