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 Q2	$8.25K	Hold	34	–	–	﹤0.01%	215
2026 Q1	$7.39K	Sell	34 -12	-26%	-$2.68K	﹤0.01%	199
2025 Q4	$9.74K	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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

DecisionPoint Financial's VBR Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 34 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

DecisionPoint Financial first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9K in Q1 2024. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

DecisionPoint Financial held 34 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.25K as of Q2 2026.
DecisionPoint Financial left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #215 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $13.9K in Q1 2024.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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