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Insight Advisors’s Vanguard Morningstar 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
Q2 		$610K Buy
2,014
+12
+0.6% +$3.44K 0.11% 122
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Insight Advisors's VB Position: Q2 2026 in Review

Insight Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.6% in Q2 2026, buying an estimated $3.44K and bringing the position to 2,014 shares worth $610K. The position accounts for 0.11% of the portfolio, ranked #122.

Insight Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Insight Advisors held 2,014 shares of Vanguard Morningstar Small-Cap ETF worth $610K as of Q2 2026.
  • Insight Advisors bought 12 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.44K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #122 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.