IIL
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Insight Inv LLC’s Vanguard Value ETF VTV Stock Holding History

Insight Inv LLC’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 		$721K Sell
3,309
-381
-10% -$79.6K 0.34% 61
2026
Q1 		$724K Sell
3,690
-340
-8% -$68.1K 0.4% 62
2025
Q4 		$770K Hold
4,030
– – 0.43% 65
2025
Q3 		$752K Sell
4,030
-395
-9% -$71.5K 0.44% 63
2025
Q2 		$782K Hold
4,425
– – 0.52% 60
2025
Q1 		$764K Hold
4,425
– – 0.53% 59
2024
Q4 		$749K Buy
4,425
+2,480
+128% +$435K 0.52% 56
2024
Q3 		$340K Hold
1,945
– – 0.28% 65
2024
Q2 		$314K Hold
1,945
– – 0.27% 65
2024
Q1 		$317K Sell
1,945
-252
-11% -$38.8K 0.27% 64
2023
Q4 		$328K Sell
2,197
-162
-7% -$22.8K 0.32% 64
2023
Q3 		$322K Hold
2,359
– – 0.36% 61
2023
Q2 		$335K Hold
2,359
– – 0.34% 63
2023
Q1 		$326K Hold
2,359
– – 0.35% 64
2022
Q4 		$331K Sell
2,359
-165
-7% -$22.7K 0.33% 68
2022
Q3 		$312K Hold
2,524
– – 0.35% 68
2022
Q2 		$333K Hold
2,524
– – 0.34% 68
2022
Q1 		$373K Sell
2,524
-75
-3% -$10.9K 0.34% 66
2021
Q4 		$382K Buy
+2,599
New +$371K 0.35% 69

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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

Insight Inv LLC reduced its Vanguard Value ETF (VTV) stake by 10% in Q2 2026, selling an estimated $79.6K and leaving 3,309 shares worth $721K. The position accounts for 0.34% of the portfolio, ranked #61.

Insight Inv LLC first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. The position peaked at $782K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Insight Inv LLC held 3,309 shares of Vanguard Value ETF worth $721K as of Q2 2026.
  • Insight Inv LLC sold 381 Vanguard Value ETF shares in Q2 2026, an estimated $79.6K.
  • Vanguard Value ETF made up 0.34% of Insight Inv LLC's portfolio in Q2 2026, its #61 holding.
  • Insight Inv LLC first reported a position in Vanguard Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's Vanguard Value ETF position peaked at $782K in Q2 2025.
  • 1,049 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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