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Insight Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Insight Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Sell
7,255
-96
-1% -$32.7K 0.47% 31
2026
Q1 		$2.22M Sell
7,351
-19
-0.3% -$5.97K 0.42% 33
2025
Q4 		$2.23M Sell
7,370
-10
-0.1% -$3.02K 0.34% 50
2025
Q3 		$2.2M Sell
7,380
-73
-1% -$21.1K 0.34% 51
2025
Q2 		$2.06M Hold
7,453
– – 0.33% 48
2025
Q1 		$1.88M Buy
7,453
+77
+1% +$21.3K 0.33% 48
2024
Q4 		$2.07M Sell
7,376
-87
-1% -$24.6K 0.35% 48
2024
Q3 		$2M Buy
7,463
+186
+3% +$47.7K 0.34% 48
2024
Q2 		$1.82M Sell
7,277
-17
-0.2% -$4.24K 0.33% 54
2024
Q1 		$1.9M Buy
7,294
+500
+7% +$123K 0.37% 49
2023
Q4 		$1.64M Sell
6,794
-12
-0.2% -$2.6K 0.35% 46
2023
Q3 		$1.46M Hold
6,806
– – 0.33% 49
2023
Q2 		$1.56M Sell
6,806
-10
-0.1% -$2.18K 0.35% 43
2023
Q1 		$1.48M Hold
6,816
– – 0.35% 43
2022
Q4 		$1.35M Sell
6,816
-79
-1% -$16.2K 0.47% 52
2022
Q3 		$1.34M Sell
6,895
-77
-1% -$16.5K 0.53% 44
2022
Q2 		$1.57M Sell
6,972
-710
-9% -$154K 0.53% 43
2022
Q1 		$1.91M Sell
7,682
-115
-1% -$28.3K 0.57% 37
2021
Q4 		$2.2M Buy
7,797
+72
+0.9% +$20.6K 0.65% 39
2021
Q3 		$2.35M Sell
7,725
-63
-0.8% -$18K 0.7% 33
2021
Q2 		$2.23M Sell
7,788
-168
-2% -$47K 0.7% 34
2021
Q1 		$2.27M Sell
7,956
-71
-0.9% -$20K 0.72% 33
2020
Q4 		$2.15M Buy
+8,027
New +$1.94M 0.81% 26

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Insight Advisors's VBK Position: Q2 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.3% in Q2 2026, selling an estimated $32.7K and leaving 7,255 shares worth $2.65M. The position accounts for 0.47% of the portfolio, ranked #31.

Insight Advisors first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Insight Advisors held 7,255 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.65M as of Q2 2026.
  • Insight Advisors sold 96 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.47% of Insight Advisors's portfolio in Q2 2026, its #31 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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