Insight 2811 Inc’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Insight 2811 Inc’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$279K	Buy	+1,208	New	+$295K	0.11%	88

Other funds holding VBR

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Insight 2811 Inc's VBR Position: Q3 2026 in Review

Insight 2811 Inc opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 1,208 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings.

1,286 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Insight 2811 Inc held 1,208 shares of Vanguard Morningstar Small-Cap Value ETF worth $279K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Insight 2811 Inc position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Insight 2811 Inc's portfolio in Q3 2026, its #88 holding.
1,286 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Insight 2811 Inc's 13F filing for Q3 2026, filed 6 Nov 2026.