DecisionPoint Financial’s Vanguard Morningstar 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 Q3	$3.4K	Hold	10	–	–	﹤0.01%	324
2026 Q2	$3.62K	Hold	10	–	–	﹤0.01%	264
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

DecisionPoint Financial's VBK Position: Q3 2026 in Review

DecisionPoint Financial held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 10 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

DecisionPoint Financial first reported a position in VBK in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.62K in Q2 2026. 539 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

DecisionPoint Financial held 10 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.4K as of Q3 2026.
DecisionPoint Financial left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #324 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
DecisionPoint Financial's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.62K in Q2 2026.
539 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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