Insight Advisors
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Insight Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Insight Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.88M Sell
9,621
-25
-0.3% -$5.11K 0.33% 40
2026
Q2 		$1.91M Sell
9,646
-139
-1% -$26.9K 0.34% 39
2026
Q1 		$1.8M Sell
9,785
-91
-0.9% -$17K 0.34% 40
2025
Q4 		$1.75M Sell
9,876
-109
-1% -$19.1K 0.27% 62
2025
Q3 		$1.74M Hold
9,985
– – 0.27% 63
2025
Q2 		$1.64M Sell
9,985
-50
-0.5% -$7.92K 0.26% 62
2025
Q1 		$1.61M Sell
10,035
-58
-0.6% -$9.48K 0.28% 57
2024
Q4 		$1.63M Sell
10,093
-24
-0.2% -$4.05K 0.27% 61
2024
Q3 		$1.7M Buy
10,117
+4
+0% +$636 0.29% 57
2024
Q2 		$1.52M Hold
10,113
– – 0.27% 63
2024
Q1 		$1.58M Hold
10,113
– – 0.3% 57
2023
Q4 		$1.47M Sell
10,113
-68
-0.7% -$9.13K 0.31% 54
2023
Q3 		$1.33M Sell
10,181
-78
-0.8% -$10.8K 0.3% 56
2023
Q2 		$1.42M Hold
10,259
– – 0.32% 50
2023
Q1 		$1.38M Sell
10,259
-29
-0.3% -$4.02K 0.32% 52
2022
Q4 		$1.39M Sell
10,288
-38
-0.4% -$5.1K 0.49% 49
2022
Q3 		$1.26M Buy
10,326
+1
+0% +$135 0.49% 48
2022
Q2 		$1.42M Sell
10,325
-31
-0.3% -$4.38K 0.48% 48
2022
Q1 		$1.55M Buy
10,356
+75
+0.7% +$11K 0.46% 54
2021
Q4 		$1.55M Sell
10,281
-347
-3% -$51K 0.46% 55
2021
Q3 		$1.57M Buy
10,628
+39
+0.4% +$5.54K 0.47% 47
2021
Q2 		$1.49M Buy
10,589
+140
+1% +$19.8K 0.47% 53
2021
Q1 		$1.47M Sell
10,449
-459
-4% -$58.8K 0.47% 53
2020
Q4 		$1.3M Buy
+10,908
New +$1.22M 0.49% 55

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Insight Advisors's VOE Position: Q3 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.26% in Q3 2026, selling an estimated $5.11K and leaving 9,621 shares worth $1.88M. The position accounts for 0.33% of the portfolio, ranked #40.

Insight Advisors first reported a position in VOE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q2 2026. 428 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Insight Advisors held 9,621 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.88M as of Q3 2026.
  • Insight Advisors sold 25 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $5.11K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.33% of Insight Advisors's portfolio in Q3 2026, its #40 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.91M in Q2 2026.
  • 428 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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