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Insight Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Insight Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Sell
7,745
-335
-4% -$96.6K 0.42% 34
2026
Q1 		$2.08M Sell
8,080
-300
-4% -$82.3K 0.4% 34
2025
Q4 		$2.34M Sell
8,380
-101
-1% -$28.9K 0.35% 45
2025
Q3 		$2.49M Hold
8,481
– – 0.38% 45
2025
Q2 		$2.41M Sell
8,481
-39
-0.5% -$10.1K 0.39% 43
2025
Q1 		$2.08M Sell
8,520
-40
-0.5% -$10.4K 0.36% 45
2024
Q4 		$2.18M Sell
8,560
-15
-0.2% -$3.86K 0.37% 46
2024
Q3 		$2.09M Buy
8,575
+41
+0.5% +$9.55K 0.36% 45
2024
Q2 		$1.96M Hold
8,534
– – 0.35% 48
2024
Q1 		$2.01M Hold
8,534
– – 0.39% 45
2023
Q4 		$1.87M Sell
8,534
-15
-0.2% -$3K 0.4% 40
2023
Q3 		$1.66M Sell
8,549
-59
-0.7% -$12K 0.38% 42
2023
Q2 		$1.77M Hold
8,608
– – 0.4% 39
2023
Q1 		$1.68M Sell
8,608
-514
-6% -$98.4K 0.39% 39
2022
Q4 		$1.63M Sell
9,122
-552
-6% -$100K 0.57% 41
2022
Q3 		$1.65M Hold
9,674
– – 0.65% 36
2022
Q2 		$1.93M Sell
9,674
-19
-0.2% -$3.68K 0.65% 35
2022
Q1 		$2.16M Hold
9,693
– – 0.65% 32
2021
Q4 		$2.47M Sell
9,693
-380
-4% -$95.8K 0.73% 30
2021
Q3 		$2.63M Sell
10,073
-81
-0.8% -$19.6K 0.78% 24
2021
Q2 		$2.45M Sell
10,154
-440
-4% -$98.7K 0.77% 30
2021
Q1 		$2.39M Sell
10,594
-10
-0.1% -$2.17K 0.76% 29
2020
Q4 		$2.25M Buy
+10,604
New +$2.09M 0.85% 25

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Insight Advisors's VOT Position: Q2 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.1% in Q2 2026, selling an estimated $96.6K and leaving 7,745 shares worth $2.37M. The position accounts for 0.42% of the portfolio, ranked #34.

Insight Advisors first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.63M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Insight Advisors held 7,745 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.37M as of Q2 2026.
  • Insight Advisors sold 335 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $96.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.42% of Insight Advisors's portfolio in Q2 2026, its #34 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.63M in Q3 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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