Insight Advisors
VOT icon

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
Q3 		$2.24M Sell
7,680
-65
-0.8% -$19.5K 0.39% 35
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% +$9.5K 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

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
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Insight Advisors's VOT Position: Q3 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.84% in Q3 2026, selling an estimated $19.5K and leaving 7,680 shares worth $2.24M. The position accounts for 0.39% of the portfolio, ranked #35.

Insight Advisors first reported a position in VOT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.63M in Q3 2021. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Insight Advisors held 7,680 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.24M as of Q3 2026.
  • Insight Advisors sold 65 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $19.5K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.39% of Insight Advisors's portfolio in Q3 2026, its #35 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.63M in Q3 2021.
  • 344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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