DecisionPoint Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1938514
MESA, AZ
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,681,536
+$398,422 QoQ
Shares Held
10,238
+15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,681,536 | 10,238 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,283,114 | 8,851 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,217,829 | 8,722 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,070,730 | 8,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $487,628 | 2,199 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $457,973 | 1,906 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $455,680 | 1,921 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $416,238 | 1,909 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $455,351 | 1,992 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $440,953 | 2,067 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $415,575 | 2,198 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $469,977 | 2,363 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $746,108 | 3,936 | Shares | Sole | 2023-09-26 | |
| 2022-12-31 | $749,760 | 4,085 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||