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Insight Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Insight Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,068
Closed -$215K – 302
2025
Q2 		$215K Buy
+3,068
New +$201K 0.03% 265
2025
Q1 		– Sell
-3,064
Closed -$202K – 302
2024
Q4 		$202K Buy
+3,064
New +$208K 0.03% 281
2022
Q1 		– Sell
-3,480
Closed -$222K – 350
2021
Q4 		$222K Sell
3,480
-680
-16% -$42.6K 0.07% 288
2021
Q3 		$266K Sell
4,160
-104
-2% -$6.28K 0.08% 265
2021
Q2 		$256K Sell
4,264
-480
-10% -$27.8K 0.08% 267
2021
Q1 		$275K Sell
4,744
-224
-5% -$12.2K 0.09% 272
2020
Q4 		$257K Buy
+4,968
New +$241K 0.1% 232

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Advisors's VO Position: Q3 2025 in Review

Insight Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 3,068 shares — an estimated $215K sold.

Insight Advisors first reported a position in VO in Q4 2020 and held it in 7 quarters. The position peaked at $275K in Q1 2021. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Insight Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Insight Advisors sold 3,068 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $215K.
  • Insight Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
  • Insight Advisors's Vanguard Mid-Cap ETF position peaked at $275K in Q1 2021.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Insight Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.