Insight Advisors
VTV icon

Insight Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Insight Advisors’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.92M Sell
18,126
-101
-0.6% -$22.4K 0.69% 22
2026
Q2 		$3.97M Sell
18,227
-566
-3% -$118K 0.7% 21
2026
Q1 		$3.69M Sell
18,793
-277
-1% -$55.5K 0.7% 20
2025
Q4 		$3.64M Hold
19,070
– – 0.55% 35
2025
Q3 		$3.56M Sell
19,070
-99
-0.5% -$17.9K 0.54% 30
2025
Q2 		$3.39M Sell
19,169
-51
-0.3% -$8.61K 0.54% 31
2025
Q1 		$3.32M Buy
19,220
+4
+0% +$698 0.58% 28
2024
Q4 		$3.25M Sell
19,216
-507
-3% -$89K 0.55% 30
2024
Q3 		$3.44M Buy
19,723
+28
+0.1% +$4.69K 0.59% 27
2024
Q2 		$3.16M Buy
19,695
+236
+1% +$37.7K 0.57% 28
2024
Q1 		$3.17M Buy
19,459
+282
+1% +$43.5K 0.61% 25
2023
Q4 		$2.87M Sell
19,177
-69
-0.4% -$9.7K 0.61% 24
2023
Q3 		$2.65M Buy
19,246
+63
+0.3% +$9.03K 0.61% 24
2023
Q2 		$2.73M Sell
19,183
-180
-0.9% -$25K 0.61% 26
2023
Q1 		$2.67M Sell
19,363
-75
-0.4% -$10.5K 0.63% 26
2022
Q4 		$2.72M Buy
19,438
+782
+4% +$108K 0.95% 17
2022
Q3 		$2.3M Buy
18,656
+296
+2% +$40K 0.91% 25
2022
Q2 		$2.52M Buy
18,360
+106
+0.6% +$15K 0.85% 26
2022
Q1 		$2.7M Buy
18,254
+125
+0.7% +$18.2K 0.81% 25
2021
Q4 		$2.67M Buy
18,129
+20
+0.1% +$2.86K 0.79% 25
2021
Q3 		$2.61M Hold
18,109
– – 0.78% 25
2021
Q2 		$2.51M Sell
18,109
-1,655
-8% -$227K 0.79% 26
2021
Q1 		$2.69M Buy
19,764
+97
+0.5% +$12.2K 0.85% 23
2020
Q4 		$2.34M Buy
+19,667
New +$2.21M 0.89% 24

Other funds holding VTV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Insight Advisors's VTV Position: Q3 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 0.55% in Q3 2026, selling an estimated $22.4K and leaving 18,126 shares worth $3.92M. The position accounts for 0.69% of the portfolio, ranked #22.

Insight Advisors first reported a position in VTV in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.97M in Q2 2026. 1,008 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • Insight Advisors held 18,126 shares of Vanguard Morningstar Value ETF worth $3.92M as of Q3 2026.
  • Insight Advisors sold 101 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $22.4K.
  • Vanguard Morningstar Value ETF made up 0.69% of Insight Advisors's portfolio in Q3 2026, its #22 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Vanguard Morningstar Value ETF position peaked at $3.97M in Q2 2026.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

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