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

DecisionPoint Financial’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-18	Closed	-$3.57K	–	1489
2026 Q2	$3.57K	Buy	+18	New	+$3.48K	﹤0.01%	266
2025 Q3	–	Sell	-93	Closed	-$15.5K	–	676
2025 Q2	$15.5K	Buy	+93	New	+$14.7K	﹤0.01%	128

Other funds holding VOE

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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

DecisionPoint Financial's VOE Position: Q3 2026 in Review

DecisionPoint Financial sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026, closing a stake of 18 shares — an estimated $3.57K sold.

DecisionPoint Financial first reported a position in VOE in Q2 2025 and held it in 2 quarters. The position peaked at $15.5K in Q2 2025. 498 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

DecisionPoint Financial reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
DecisionPoint Financial sold 18 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $3.57K.
DecisionPoint Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and held it in 2 quarters.
DecisionPoint Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $15.5K in Q2 2025.
498 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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