DecisionPoint Financial’s Vanguard Total World Stock ETF VT Stock Holding History

DecisionPoint Financial’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$322K	Sell	2,039 -9	-0.4%	-$1.43K	0.06%	48
2026 Q2	$320K	Hold	2,048	–	–	0.06%	43
2026 Q1	$283K	Sell	2,048 -35	-2%	-$5.03K	0.06%	41
2025 Q4	$294K	Buy	2,083 +36	+2%	+$5.03K	0.06%	41
2025 Q3	$284K	Sell	2,047 -168	-8%	-$22.3K	0.07%	39
2025 Q2	$285K	Sell	2,215 -328	-13%	-$39.2K	0.07%	39
2025 Q1	$295K	Hold	2,543	–	–	0.09%	36
2024 Q4	$299K	Sell	2,543 -152	-6%	-$18.2K	0.09%	33
2024 Q3	$323K	Hold	2,695	–	–	0.1%	33
2024 Q2	$310K	Sell	2,695 -302	-10%	-$33.3K	0.1%	32
2024 Q1	$323K	Buy	2,997 +148	+5%	+$15.6K	0.13%	31
2023 Q4	$293K	Buy	2,849 +6	+0.2%	+$577	0.13%	31
2023 Q3	$265K	Buy	2,843 +43	+2%	+$4.17K	0.14%	25
2023 Q2	$272K	Buy	2,800 +174	+7%	+$16.3K	0.14%	24
2023 Q1	$242K	Buy	2,626 +65	+3%	+$5.89K	0.14%	24
2022 Q4	$221K	Buy	+2,561	New	+$219K	0.13%	25

Other funds holding VT

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

DecisionPoint Financial's VT Position: Q3 2026 in Review

DecisionPoint Financial reduced its Vanguard Total World Stock ETF (VT) stake by 0.44% in Q3 2026, selling an estimated $1.43K and leaving 2,039 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #48.

DecisionPoint Financial first reported a position in VT in Q4 2022 and has held it in 16 quarters since. The position peaked at $323K in Q1 2024. 489 funds tracked by Wall St. Rank hold VT as of Q3 2026.

DecisionPoint Financial held 2,039 shares of Vanguard Total World Stock ETF worth $322K as of Q3 2026.
DecisionPoint Financial sold 9 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.43K.
Vanguard Total World Stock ETF made up 0.06% of DecisionPoint Financial's portfolio in Q3 2026, its #48 holding.
DecisionPoint Financial first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Vanguard Total World Stock ETF position peaked at $323K in Q1 2024.
489 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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