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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DecisionPoint Financial's VT Position: Q1 2026 in Review

DecisionPoint Financial reduced its Vanguard Total World Stock ETF (VT) stake by 1.7% in Q1 2026, selling an estimated $5.03K and leaving 2,048 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #41.

DecisionPoint Financial first reported a position in VT in Q4 2022 and has held it in 14 quarters since. The position peaked at $323K in Q1 2024. 1,230 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • DecisionPoint Financial held 2,048 shares of Vanguard Total World Stock ETF worth $283K as of Q1 2026.
  • DecisionPoint Financial sold 35 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $5.03K.
  • Vanguard Total World Stock ETF made up 0.06% of DecisionPoint Financial's portfolio in Q1 2026, its #41 holding.
  • DecisionPoint Financial first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • DecisionPoint Financial's Vanguard Total World Stock ETF position peaked at $323K in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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