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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DecisionPoint Financial's VOE Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 18 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in VOE as recently as Q2 2025.

DecisionPoint Financial first reported a position in VOE in Q2 2025 and has held it in 2 quarters since. The position peaked at $15.5K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • DecisionPoint Financial held 18 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.57K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new DecisionPoint Financial position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #266 holding.
  • DecisionPoint Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • DecisionPoint Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $15.5K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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