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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

DecisionPoint Financial's VOO Position: Q1 2026 in Review

DecisionPoint Financial increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, buying an estimated $191K and bringing the position to 2,531 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #21.

DecisionPoint Financial first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

DecisionPoint Financial held 2,531 shares of Vanguard S&P 500 ETF worth $1.51M as of Q1 2026.
DecisionPoint Financial bought 305 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $191K.
Vanguard S&P 500 ETF made up 0.33% of DecisionPoint Financial's portfolio in Q1 2026, its #21 holding.
DecisionPoint Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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