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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Insight Advisors's VOE Position: Q2 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q2 2026, selling an estimated $26.9K and leaving 9,646 shares worth $1.91M. The position accounts for 0.34% of the portfolio, ranked #39.

Insight Advisors first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Insight Advisors held 9,646 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.91M as of Q2 2026.
  • Insight Advisors sold 139 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $26.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.34% of Insight Advisors's portfolio in Q2 2026, its #39 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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