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Insight Inv LLC’s Vanguard 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
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

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Insight Inv LLC's VBR Position: Q2 2026 in Review

Insight Inv LLC reduced its Vanguard Small-Cap Value ETF (VBR) stake by 41% in Q2 2026, selling an estimated $93.3K and leaving 585 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #93.

Insight Inv LLC first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $287K in Q4 2025. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Insight Inv LLC held 585 shares of Vanguard Small-Cap Value ETF worth $142K as of Q2 2026.
  • Insight Inv LLC sold 401 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $93.3K.
  • Vanguard Small-Cap Value ETF made up 0.07% of Insight Inv LLC's portfolio in Q2 2026, its #93 holding.
  • Insight Inv LLC first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's Vanguard Small-Cap Value ETF position peaked at $287K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.