Insight Inv LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Insight Inv LLC’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$135K	Hold	585	–	–	0.06%	91
2026 Q2	$142K	Sell	585 -401	-41%	-$93.3K	0.07%	93
2026 Q1	$214K	Sell	986 -367	-27%	-$82K	0.12%	86
2025 Q4	$287K	Buy	1,353 +210	+18%	+$44K	0.16%	84
2025 Q3	$239K	Hold	1,143	–	–	0.14%	87
2025 Q2	$223K	Hold	1,143	–	–	0.15%	90
2025 Q1	$213K	Hold	1,143	–	–	0.15%	93
2024 Q4	$227K	Buy	1,143 +225	+25%	+$46.2K	0.16%	89
2024 Q3	$184K	Hold	918	–	–	0.15%	74
2024 Q2	$168K	Hold	918	–	–	0.15%	74
2024 Q1	$176K	Buy	918 +100	+12%	+$18K	0.15%	75
2023 Q4	$147K	Hold	818	–	–	0.14%	73
2023 Q3	$126K	Hold	818	–	–	0.14%	70
2023 Q2	$135K	Sell	818 -20	-2%	-$3.15K	0.14%	73
2023 Q1	$133K	Hold	838	–	–	0.14%	73
2022 Q4	$133K	Sell	838 -98	-10%	-$15.6K	0.13%	80
2022 Q3	$134K	Hold	936	–	–	0.15%	81
2022 Q2	$140K	Hold	936	–	–	0.14%	83
2022 Q1	$165K	Sell	936 -30	-3%	-$5.22K	0.15%	83
2021 Q4	$173K	Buy	+966	New	+$172K	0.16%	87

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Insight Inv LLC's VBR Position: Q3 2026 in Review

Insight Inv LLC held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 585 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #91.

Insight Inv LLC first reported a position in VBR in Q4 2021 and has held it in 20 quarters since. The position peaked at $287K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Insight Inv LLC held 585 shares of Vanguard Morningstar Small-Cap Value ETF worth $135K as of Q3 2026.
Insight Inv LLC left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Insight Inv LLC's portfolio in Q3 2026, its #91 holding.
Insight Inv LLC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
Insight Inv LLC's Vanguard Morningstar Small-Cap Value ETF position peaked at $287K in Q4 2025.
1,286 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Insight Inv LLC's 13F filing for Q3 2026, filed 27 Oct 2026.