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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
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% -$9.71K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Insight Advisors's VTV Position: Q2 2026 in Review

Insight Advisors reduced its Vanguard Morningstar Value ETF (VTV) stake by 3% in Q2 2026, selling an estimated $118K and leaving 18,227 shares worth $3.97M. The position accounts for 0.7% of the portfolio, ranked #21.

Insight Advisors first reported a position in VTV in Q4 2020 and has held it in 23 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Insight Advisors held 18,227 shares of Vanguard Morningstar Value ETF worth $3.97M as of Q2 2026.
  • Insight Advisors sold 566 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Morningstar Value ETF made up 0.7% of Insight Advisors's portfolio in Q2 2026, its #21 holding.
  • Insight Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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