DecisionPoint Financial’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

DecisionPoint Financial's VO Position: Q1 2026 in Review

DecisionPoint Financial reduced its Vanguard Mid-Cap ETF (VO) stake by 16% in Q1 2026, selling an estimated $38K and leaving 2,600 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #48.

DecisionPoint Financial first reported a position in VO in Q4 2022 and has held it in 14 quarters since. The position peaked at $226K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VO as of Q1 2026.

DecisionPoint Financial held 2,600 shares of Vanguard Mid-Cap ETF worth $187K as of Q1 2026.
DecisionPoint Financial sold 512 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $38K.
Vanguard Mid-Cap ETF made up 0.04% of DecisionPoint Financial's portfolio in Q1 2026, its #48 holding.
DecisionPoint Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's Vanguard Mid-Cap ETF position peaked at $226K in Q4 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.