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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
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% +$15.7K 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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

DecisionPoint Financial's VT Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,048 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #43.

DecisionPoint Financial first reported a position in VT in Q4 2022 and has held it in 15 quarters since. The position peaked at $323K in Q1 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • DecisionPoint Financial held 2,048 shares of Vanguard Total World Stock ETF worth $320K as of Q2 2026.
  • DecisionPoint Financial left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.06% of DecisionPoint Financial's portfolio in Q2 2026, its #43 holding.
  • DecisionPoint Financial first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's Vanguard Total World Stock ETF position peaked at $323K in Q1 2024.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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