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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DecisionPoint Financial's VBK Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 10 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

DecisionPoint Financial first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

DecisionPoint Financial held 10 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.62K as of Q2 2026.
DecisionPoint Financial left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #264 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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