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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DecisionPoint Financial's VB Position: Q2 2026 in Review

DecisionPoint Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, selling an estimated $43.6K and leaving 10,086 shares worth $3.04M. The position accounts for 0.56% of the portfolio, ranked #18.

DecisionPoint Financial first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • DecisionPoint Financial held 10,086 shares of Vanguard Morningstar Small-Cap ETF worth $3.04M as of Q2 2026.
  • DecisionPoint Financial sold 152 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $43.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.56% of DecisionPoint Financial's portfolio in Q2 2026, its #18 holding.
  • DecisionPoint Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.