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

Insight Advisors’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
Q1 		$1.25M Sell
5,756
-62
-1% -$13.9K 0.24% 60
2025
Q4 		$1.23M Sell
5,818
-18
-0.3% -$3.77K 0.19% 82
2025
Q3 		$1.22M Sell
5,836
-5
-0.1% -$1.02K 0.19% 84
2025
Q2 		$1.14M Hold
5,841
– – 0.18% 83
2025
Q1 		$1.09M Sell
5,841
-18
-0.3% -$3.56K 0.19% 80
2024
Q4 		$1.16M Sell
5,859
-5
-0.1% -$1.03K 0.2% 78
2024
Q3 		$1.18M Sell
5,864
-24
-0.4% -$4.61K 0.2% 80
2024
Q2 		$1.07M Sell
5,888
-26
-0.4% -$4.8K 0.19% 83
2024
Q1 		$1.13M Hold
5,914
– – 0.22% 82
2023
Q4 		$1.06M Sell
5,914
-64
-1% -$10.4K 0.23% 77
2023
Q3 		$953K Hold
5,978
– – 0.22% 81
2023
Q2 		$989K Sell
5,978
-117
-2% -$18.4K 0.22% 76
2023
Q1 		$968K Sell
6,095
-26
-0.4% -$4.3K 0.23% 73
2022
Q4 		$969K Hold
6,121
– – 0.34% 71
2022
Q3 		$878K Buy
6,121
+15
+0.2% +$2.38K 0.35% 78
2022
Q2 		$993K Sell
6,106
-45
-0.7% -$7.38K 0.34% 79
2022
Q1 		$1.08M Sell
6,151
-32
-0.5% -$5.56K 0.32% 87
2021
Q4 		$1.11M Buy
6,183
+69
+1% +$12.3K 0.33% 80
2021
Q3 		$1.12M Sell
6,114
-70
-1% -$12K 0.33% 80
2021
Q2 		$1.05M Buy
6,184
+97
+2% +$16.8K 0.33% 76
2021
Q1 		$1.05M Sell
6,087
-42
-0.7% -$6.62K 0.33% 78
2020
Q4 		$872K Buy
+6,129
New +$791K 0.33% 80

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insight Advisors's VBR Position: Q1 2026 in Review

Insight Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.1% in Q1 2026, selling an estimated $13.9K and leaving 5,756 shares worth $1.25M. The position accounts for 0.24% of the portfolio, ranked #60.

Insight Advisors first reported a position in VBR in Q4 2020 and has held it in 22 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Insight Advisors held 5,756 shares of Vanguard Small-Cap Value ETF worth $1.25M as of Q1 2026.
  • Insight Advisors sold 62 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $13.9K.
  • Vanguard Small-Cap Value ETF made up 0.24% of Insight Advisors's portfolio in Q1 2026, its #60 holding.
  • Insight Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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