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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

DecisionPoint Financial's VO Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 2,600 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #51.

DecisionPoint Financial first reported a position in VO in Q4 2022 and has held it in 15 quarters since. The position peaked at $226K in Q4 2025. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

DecisionPoint Financial held 2,600 shares of Vanguard Morningstar Mid-Cap ETF worth $209K as of Q2 2026.
DecisionPoint Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of DecisionPoint Financial's portfolio in Q2 2026, its #51 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $226K in Q4 2025.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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