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

DecisionPoint Financial’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.02K	Hold	10	–	–	﹤0.01%	252
2025 Q4	$3.02K	Hold	10	–	–	﹤0.01%	297
2025 Q3	$2.99K	Hold	10	–	–	﹤0.01%	207
2025 Q2	$2.77K	Hold	10	–	–	﹤0.01%	213
2025 Q1	$2.52K	Hold	10	–	–	﹤0.01%	198
2024 Q4	$2.8K	Hold	10	–	–	﹤0.01%	210
2024 Q3	$2.67K	Hold	10	–	–	﹤0.01%	204
2024 Q2	$2.62K	Hold	10	–	–	﹤0.01%	204
2024 Q1	$2.45K	Hold	10	–	–	﹤0.01%	223
2023 Q4	$2.42K	Hold	10	–	–	﹤0.01%	174
2023 Q3	$2.14K	Hold	10	–	–	﹤0.01%	193
2023 Q2	$2.3K	Buy	+10	New	+$2.18K	﹤0.01%	167

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DecisionPoint Financial's VBK Position: Q1 2026 in Review

DecisionPoint Financial held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 10 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

DecisionPoint Financial first reported a position in VBK in Q2 2023 and has held it in 12 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

DecisionPoint Financial held 10 shares of Vanguard Small-Cap Growth ETF worth $3.02K as of Q1 2026.
DecisionPoint Financial left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #252 holding.
DecisionPoint Financial first reported a position in Vanguard Small-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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