Insight Advisors
VBR icon

Insight Advisors’s Vanguard Morningstar 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
Q3 		$1.31M Sell
5,690
-4
-0.1% -$976 0.23% 60
2026
Q2 		$1.38M Sell
5,694
-62
-1% -$14.4K 0.24% 57
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Insight Advisors's VBR Position: Q3 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.07% in Q3 2026, selling an estimated $976 and leaving 5,690 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #60.

Insight Advisors first reported a position in VBR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.38M in Q2 2026. 833 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Insight Advisors held 5,690 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.31M as of Q3 2026.
  • Insight Advisors sold 4 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $976.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.23% of Insight Advisors's portfolio in Q3 2026, its #60 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.38M in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.