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Insight Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Insight Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524K Buy
2,002
+193
+11% +$52.2K 0.1% 132
2025
Q4 		$467K Buy
1,809
+11
+0.6% +$2.82K 0.07% 166
2025
Q3 		$459K Sell
1,798
-46
-2% -$11.4K 0.07% 166
2025
Q2 		$437K Sell
1,844
-29
-2% -$6.47K 0.07% 172
2025
Q1 		$415K Sell
1,873
-283
-13% -$67.6K 0.07% 174
2024
Q4 		$518K Buy
2,156
+70
+3% +$17.2K 0.09% 154
2024
Q3 		$495K Buy
2,086
+2
+0.1% +$454 0.09% 164
2024
Q2 		$454K Buy
2,084
+80
+4% +$17.6K 0.08% 167
2024
Q1 		$458K Buy
2,004
+40
+2% +$8.6K 0.09% 172
2023
Q4 		$419K Sell
1,964
-50
-2% -$9.63K 0.09% 168
2023
Q3 		$381K Buy
2,014
+29
+1% +$5.78K 0.09% 173
2023
Q2 		$395K Sell
1,985
-2
-0.1% -$378 0.09% 173
2023
Q1 		$377K Buy
1,987
+1
+0.1% +$194 0.09% 192
2022
Q4 		$362K Sell
1,986
-53
-3% -$9.82K 0.13% 218
2022
Q3 		$348K Buy
2,039
+1
+0% +$189 0.14% 190
2022
Q2 		$398K Buy
2,038
+67
+3% +$12.9K 0.14% 190
2022
Q1 		$419K Buy
1,971
+5
+0.3% +$1.05K 0.13% 207
2021
Q4 		$444K Sell
1,966
-444
-18% -$101K 0.13% 190
2021
Q3 		$570K Sell
2,410
-134
-5% -$29.8K 0.17% 151
2021
Q2 		$562K Sell
2,544
-60
-2% -$13.3K 0.18% 152
2021
Q1 		$579K Sell
2,604
-144
-5% -$30.3K 0.18% 145
2020
Q4 		$535K Buy
+2,748
New +$485K 0.2% 123

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Insight Advisors's VB Position: Q1 2026 in Review

Insight Advisors increased its Vanguard Small-Cap ETF (VB) stake by 11% in Q1 2026, buying an estimated $52.2K and bringing the position to 2,002 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #132.

Insight Advisors first reported a position in VB in Q4 2020 and has held it in 22 quarters since. The position peaked at $579K in Q1 2021. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Insight Advisors held 2,002 shares of Vanguard Small-Cap ETF worth $524K as of Q1 2026.
  • Insight Advisors bought 193 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $52.2K.
  • Vanguard Small-Cap ETF made up 0.1% of Insight Advisors's portfolio in Q1 2026, its #132 holding.
  • Insight Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Vanguard Small-Cap ETF position peaked at $579K in Q1 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.