DecisionPoint Financial’s Vanguard Morningstar Value ETF VTV Stock Holding History

DecisionPoint Financial’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$102K	Buy	469 +156	+50%	+$34.7K	0.02%	101
2026 Q2	$68K	Hold	313	–	–	0.01%	90
2026 Q1	$61.4K	Hold	313	–	–	0.01%	82
2025 Q4	$59.8K	Buy	313 +216	+223%	+$40.6K	0.01%	82
2025 Q3	$18.1K	Buy	97 +61	+169%	+$11K	﹤0.01%	115
2025 Q2	$6.43K	Hold	36	–	–	﹤0.01%	167
2025 Q1	$6.22K	Hold	36	–	–	﹤0.01%	171
2024 Q4	$6.1K	Hold	36	–	–	﹤0.01%	185
2024 Q3	$6.28K	Hold	36	–	–	﹤0.01%	176
2024 Q2	$6.05K	Sell	36 -10	-22%	-$1.6K	﹤0.01%	173
2024 Q1	$7.26K	Hold	46	–	–	﹤0.01%	181
2023 Q4	$6.88K	Hold	46	–	–	﹤0.01%	144
2023 Q3	$6.34K	Hold	46	–	–	﹤0.01%	144
2023 Q2	$6.54K	Buy	46 +36	+360%	+$5K	﹤0.01%	127
2023 Q1	$1.38K	Hold	10	–	–	﹤0.01%	175
2022 Q4	$1.4K	Buy	+10	New	+$1.38K	﹤0.01%	155

Other funds holding VTV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

DecisionPoint Financial's VTV Position: Q3 2026 in Review

DecisionPoint Financial increased its Vanguard Morningstar Value ETF (VTV) stake by 50% in Q3 2026, buying an estimated $34.7K and bringing the position to 469 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #101.

DecisionPoint Financial first reported a position in VTV in Q4 2022 and has held it in 16 quarters since. 1,183 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

DecisionPoint Financial held 469 shares of Vanguard Morningstar Value ETF worth $102K as of Q3 2026.
DecisionPoint Financial bought 156 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $34.7K.
Vanguard Morningstar Value ETF made up 0.02% of DecisionPoint Financial's portfolio in Q3 2026, its #101 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 16 quarters since.
1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

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