DecisionPoint Financial
VTI icon

DecisionPoint Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DecisionPoint Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.48M Sell
11,949
-108
-0.9% -$40.5K 0.78% 15
2026
Q2 		$4.45M Sell
12,057
-376
-3% -$134K 0.82% 15
2026
Q1 		$3.99M Sell
12,433
-17
-0.1% -$5.7K 0.86% 15
2025
Q4 		$4.17M Buy
12,450
+791
+7% +$263K 0.92% 15
2025
Q3 		$3.84M Buy
11,659
+2,212
+23% +$699K 0.9% 15
2025
Q2 		$2.87M Buy
9,447
+4,656
+97% +$1.31M 0.73% 17
2025
Q1 		$1.32M Buy
4,791
+204
+4% +$59.3K 0.38% 18
2024
Q4 		$1.33M Sell
4,587
-269
-6% -$78.5K 0.41% 17
2024
Q3 		$1.38M Hold
4,856
– – 0.44% 17
2024
Q2 		$1.32M Sell
4,856
-482
-9% -$125K 0.44% 17
2024
Q1 		$1.34M Sell
5,338
-389
-7% -$96.2K 0.53% 17
2023
Q4 		$1.36M Buy
5,727
+365
+7% +$80.7K 0.58% 17
2023
Q3 		$1.14M Sell
5,362
-312
-5% -$69.1K 0.6% 16
2023
Q2 		$1.25M Sell
5,674
-7,677
-58% -$1.6M 0.65% 15
2023
Q1 		$2.72M Sell
13,351
-527
-4% -$105K 1.57% 12
2022
Q4 		$2.65M Buy
+13,878
New +$2.67M 1.61% 12

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DecisionPoint Financial's VTI Position: Q3 2026 in Review

DecisionPoint Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.9% in Q3 2026, selling an estimated $40.5K and leaving 11,949 shares worth $4.48M. The position accounts for 0.78% of the portfolio, ranked #15.

DecisionPoint Financial first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 1,701 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • DecisionPoint Financial held 11,949 shares of Vanguard Morningstar Total Stock Market ETF worth $4.48M as of Q3 2026.
  • DecisionPoint Financial sold 108 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $40.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.78% of DecisionPoint Financial's portfolio in Q3 2026, its #15 holding.
  • DecisionPoint Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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