DecisionPoint Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

DecisionPoint Financial’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$213K	Buy	2,692 +92	+4%	+$7.48K	0.04%	65
2026 Q2	$209K	Hold	2,600	–	–	0.04%	51
2026 Q1	$187K	Sell	2,600 -512	-16%	-$38K	0.04%	48
2025 Q4	$226K	Buy	3,112 +1,292	+71%	+$94K	0.05%	44
2025 Q3	$134K	Sell	1,820 -24	-1%	-$1.72K	0.03%	56
2025 Q2	$130K	Sell	1,844 -76	-4%	-$4.99K	0.03%	53
2025 Q1	$124K	Hold	1,920	–	–	0.04%	48
2024 Q4	$127K	Buy	1,920 +296	+18%	+$20.1K	0.04%	47
2024 Q3	$107K	Hold	1,624	–	–	0.03%	51
2024 Q2	$102K	Hold	1,624	–	–	0.03%	53
2024 Q1	$97.6K	Hold	1,624	–	–	0.04%	52
2023 Q4	$94.5K	Buy	1,624 +724	+80%	+$38.7K	0.04%	46
2023 Q3	$46.9K	Hold	900	–	–	0.02%	70
2023 Q2	$49.5K	Buy	900 +32	+4%	+$1.68K	0.03%	63
2023 Q1	$45.8K	Hold	868	–	–	0.03%	68
2022 Q4	$44.2K	Buy	+868	New	+$44.2K	0.03%	62

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

DecisionPoint Financial's VO Position: Q3 2026 in Review

DecisionPoint Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.5% in Q3 2026, buying an estimated $7.48K and bringing the position to 2,692 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #65.

DecisionPoint Financial first reported a position in VO in Q4 2022 and has held it in 16 quarters since. The position peaked at $226K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VO as of Q3 2026.

DecisionPoint Financial held 2,692 shares of Vanguard Morningstar Mid-Cap ETF worth $213K as of Q3 2026.
DecisionPoint Financial bought 92 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $7.48K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of DecisionPoint Financial's portfolio in Q3 2026, its #65 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $226K in Q4 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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