Insight Inv LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.5K	Hold	776	–	–	0.03%	98
2026 Q1	$55.7K	Buy	776 +12	+2%	+$892	0.03%	95
2025 Q4	$55.4K	Hold	764	–	–	0.03%	101
2025 Q3	$56.1K	Hold	764	–	–	0.03%	104
2025 Q2	$53.4K	Hold	764	–	–	0.04%	104
2025 Q1	$49.4K	Hold	764	–	–	0.03%	113
2024 Q4	$50.4K	Hold	764	–	–	0.04%	110
2024 Q3	$50.4K	Hold	764	–	–	0.04%	84
2024 Q2	$46.4K	Hold	764	–	–	0.04%	83
2024 Q1	$47.7K	Hold	764	–	–	0.04%	84
2023 Q4	$44.4K	Hold	764	–	–	0.04%	83
2023 Q3	$38.9K	Hold	764	–	–	0.04%	80
2023 Q2	$42.1K	Hold	764	–	–	0.04%	83
2023 Q1	$40.3K	Hold	764	–	–	0.04%	84
2022 Q4	$38.9K	Hold	764	–	–	0.04%	90
2022 Q3	$36K	Hold	764	–	–	0.04%	92
2022 Q2	$38K	Hold	764	–	–	0.04%	126
2022 Q1	$45K	Hold	764	–	–	0.04%	94
2021 Q4	$49K	Buy	+764	New	+$47.9K	0.05%	97

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Insight Inv LLC held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 776 shares worth $62.5K. The position accounts for 0.03% of the portfolio, ranked #98.

Insight Inv LLC first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Insight Inv LLC held 776 shares of Vanguard Morningstar Mid-Cap ETF worth $62.5K as of Q2 2026.
Insight Inv LLC left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Insight Inv LLC's portfolio in Q2 2026, its #98 holding.
Insight Inv LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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