Insight Inv LLC’s Vanguard Morningstar 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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Insight Inv LLC reduced its Vanguard Morningstar 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. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Insight Inv LLC held 3,309 shares of Vanguard Morningstar Value ETF worth $721K as of Q2 2026.
Insight Inv LLC sold 381 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $79.6K.
Vanguard Morningstar 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 Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
Insight Inv LLC's Vanguard Morningstar Value ETF position peaked at $782K in Q2 2025.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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