DecisionPoint Financial
VOO icon

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
Q3 		$1.87M Buy
2,665
+150
+6% +$105K 0.33% 21
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 		$3.86K Buy
+11
New +$3.89K ﹤0.01% 122

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

DecisionPoint Financial's VOO Position: Q3 2026 in Review

DecisionPoint Financial increased its Vanguard S&P 500 ETF (VOO) stake by 6% in Q3 2026, buying an estimated $105K and bringing the position to 2,665 shares worth $1.87M. 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 16 quarters since. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • DecisionPoint Financial held 2,665 shares of Vanguard S&P 500 ETF worth $1.87M as of Q3 2026.
  • DecisionPoint Financial bought 150 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $105K.
  • Vanguard S&P 500 ETF made up 0.33% of DecisionPoint Financial's portfolio in Q3 2026, its #21 holding.
  • DecisionPoint Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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