DecisionPoint Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

DecisionPoint Financial’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.9K	Hold	34	–	–	﹤0.01%	256
2026 Q2	$8.25K	Hold	34	–	–	﹤0.01%	215
2026 Q1	$7.39K	Sell	34 -12	-26%	-$2.68K	﹤0.01%	199
2025 Q4	$9.7K	Buy	46 +12	+35%	+$2.51K	﹤0.01%	200
2025 Q3	$7.12K	Hold	34	–	–	﹤0.01%	155
2025 Q2	$6.75K	Hold	34	–	–	﹤0.01%	163
2025 Q1	$6.33K	Hold	34	–	–	﹤0.01%	169
2024 Q4	$6.74K	Sell	34 -32	-48%	-$6.57K	﹤0.01%	179
2024 Q3	$13.3K	Hold	66	–	–	﹤0.01%	143
2024 Q2	$13.1K	Sell	66 -10	-13%	-$1.85K	﹤0.01%	143
2024 Q1	$13.9K	Hold	76	–	–	0.01%	144
2023 Q4	$13.7K	Hold	76	–	–	0.01%	119
2023 Q3	$12.1K	Hold	76	–	–	0.01%	112
2023 Q2	$12.6K	Buy	76 +45	+145%	+$7.08K	0.01%	110
2023 Q1	$4.92K	Hold	31	–	–	﹤0.01%	138
2022 Q4	$4.92K	Buy	+31	New	+$4.94K	﹤0.01%	116

Other funds holding VBR

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

DecisionPoint Financial's VBR Position: Q3 2026 in Review

DecisionPoint Financial held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 34 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

DecisionPoint Financial first reported a position in VBR in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.9K in Q1 2024. 748 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

DecisionPoint Financial held 34 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.9K as of Q3 2026.
DecisionPoint Financial left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #256 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $13.9K in Q1 2024.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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