Insight Advisors
VTI icon

Insight Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Insight Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$942K Sell
2,516
-52
-2% -$19.5K 0.17% 87
2026
Q2 		$950K Buy
2,568
+20
+0.8% +$7.15K 0.17% 87
2026
Q1 		$817K Buy
2,548
+338
+15% +$113K 0.16% 92
2025
Q4 		$741K Sell
2,210
-17
-0.8% -$5.66K 0.11% 120
2025
Q3 		$733K Buy
2,227
+159
+8% +$50.2K 0.11% 122
2025
Q2 		$629K Buy
2,068
+29
+1% +$8.16K 0.1% 130
2025
Q1 		$561K Sell
2,039
-18
-0.9% -$5.23K 0.1% 134
2024
Q4 		$599K Sell
2,057
-56
-3% -$16.3K 0.1% 133
2024
Q3 		$599K Buy
2,113
+111
+6% +$30.3K 0.1% 138
2024
Q2 		$536K Buy
2,002
+57
+3% +$14.8K 0.1% 145
2024
Q1 		$505K Buy
1,945
+67
+4% +$16.6K 0.1% 157
2023
Q4 		$446K Buy
1,878
+579
+45% +$128K 0.09% 156
2023
Q3 		$276K Sell
1,299
-7
-0.5% -$1.55K 0.06% 217
2023
Q2 		$288K Buy
1,306
+32
+3% +$6.68K 0.06% 221
2023
Q1 		$260K Sell
1,274
-1
-0.1% -$200 0.06% 246
2022
Q4 		$243K Sell
1,275
-691
-35% -$133K 0.08% 274
2022
Q3 		$353K Buy
1,966
+516
+36% +$103K 0.14% 189
2022
Q2 		$301K Sell
1,450
-76
-5% -$15.6K 0.1% 228
2022
Q1 		$347K Buy
1,526
+438
+40% +$98.5K 0.1% 232
2021
Q4 		$263K Hold
1,088
– – 0.08% 267
2021
Q3 		$263K Buy
1,088
+30
+3% +$6.84K 0.08% 266
2021
Q2 		$239K Buy
+1,058
New +$230K 0.08% 275

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Insight Advisors's VTI Position: Q3 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q3 2026, selling an estimated $19.5K and leaving 2,516 shares worth $942K. The position accounts for 0.17% of the portfolio, ranked #87.

Insight Advisors first reported a position in VTI in Q2 2021 and has held it in 22 quarters since. The position peaked at $950K in Q2 2026. 1,793 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Insight Advisors held 2,516 shares of Vanguard Morningstar Total Stock Market ETF worth $942K as of Q3 2026.
  • Insight Advisors sold 52 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $19.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Insight Advisors's portfolio in Q3 2026, its #87 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 22 quarters since.
  • Insight Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $950K in Q2 2026.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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