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DecisionPoint Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

DecisionPoint Financial’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Sell
2,515
-16
-0.6% -$10.7K 0.32% 21
2026
Q1 		$1.51M Buy
2,531
+305
+14% +$191K 0.33% 21
2025
Q4 		$1.4M Buy
2,226
+31
+1% +$19.3K 0.31% 23
2025
Q3 		$1.35M Sell
2,195
-31
-1% -$18.3K 0.31% 21
2025
Q2 		$1.26M Buy
2,226
+90
+4% +$47.3K 0.32% 21
2025
Q1 		$1.1M Sell
2,136
-7
-0.3% -$3.78K 0.32% 20
2024
Q4 		$1.15M Buy
2,143
+14
+0.7% +$7.58K 0.35% 19
2024
Q3 		$1.12M Hold
2,129
– – 0.36% 19
2024
Q2 		$1.08M Buy
2,129
+7
+0.3% +$3.37K 0.36% 19
2024
Q1 		$991K Sell
2,122
-159
-7% -$72.8K 0.39% 19
2023
Q4 		$996K Buy
2,281
+2,268
+17,446% +$929K 0.43% 18
2023
Q3 		$5.11K Buy
13
+2
+18% +$818 ﹤0.01% 157
2023
Q2 		$4.48K Hold
11
– – ﹤0.01% 144
2023
Q1 		$4.14K Hold
11
– – ﹤0.01% 144
2022
Q4 		$3.87K Buy
+11
New +$3.89K ﹤0.01% 122

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

DecisionPoint Financial's VOO Position: Q2 2026 in Review

DecisionPoint Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 0.63% in Q2 2026, selling an estimated $10.7K and leaving 2,515 shares worth $1.72M. The position accounts for 0.32% of the portfolio, ranked #21.

DecisionPoint Financial first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • DecisionPoint Financial held 2,515 shares of Vanguard S&P 500 ETF worth $1.72M as of Q2 2026.
  • DecisionPoint Financial sold 16 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10.7K.
  • Vanguard S&P 500 ETF made up 0.32% of DecisionPoint Financial's portfolio in Q2 2026, its #21 holding.
  • DecisionPoint Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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