DecisionPoint Financial
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DecisionPoint Financial’s Vanguard Morningstar 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
Q3 		$2.88M Sell
10,061
-25
-0.2% -$7.44K 0.5% 19
2026
Q2 		$3.04M Sell
10,086
-152
-1% -$43.6K 0.56% 18
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gibraltar Capital Management
Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

DecisionPoint Financial's VB Position: Q3 2026 in Review

DecisionPoint Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.25% in Q3 2026, selling an estimated $7.44K and leaving 10,061 shares worth $2.88M. The position accounts for 0.5% of the portfolio, ranked #19.

DecisionPoint Financial first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.04M in Q2 2026. 1,081 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • DecisionPoint Financial held 10,061 shares of Vanguard Morningstar Small-Cap ETF worth $2.88M as of Q3 2026.
  • DecisionPoint Financial sold 25 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $7.44K.
  • Vanguard Morningstar Small-Cap ETF made up 0.5% of DecisionPoint Financial's portfolio in Q3 2026, its #19 holding.
  • DecisionPoint Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • DecisionPoint Financial's Vanguard Morningstar Small-Cap ETF position peaked at $3.04M in Q2 2026.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.