Insigneo Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Insigneo Advisory Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Hold	1,183	–	–	0.02%	493
2025 Q4	$305K	Sell	1,183 -586	-33%	-$150K	0.02%	506
2025 Q3	$450K	Buy	1,769 +303	+21%	+$75.1K	0.03%	391
2025 Q2	$347K	Buy	1,466 +149	+11%	+$33.2K	0.03%	421
2025 Q1	$292K	Buy	1,317 +105	+9%	+$25.1K	0.03%	425
2024 Q4	$291K	Buy	1,212 +212	+21%	+$52.2K	0.03%	425
2024 Q3	$237K	Hold	1,000	–	–	0.02%	509
2024 Q2	$215K	Buy	+1,000	New	+$220K	0.02%	486
2023 Q4	–	Sell	-2,296	Closed	-$434K	–	452
2023 Q3	$434K	Hold	2,296	–	–	0.09%	211
2023 Q2	$457K	Buy	+2,296	New	+$434K	0.09%	214

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Insigneo Advisory Services's VB Position: Q1 2026 in Review

Insigneo Advisory Services held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,183 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #493.

Insigneo Advisory Services first reported a position in VB in Q2 2023 and has held it in 10 quarters since. The position peaked at $457K in Q2 2023. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Insigneo Advisory Services held 1,183 shares of Vanguard Small-Cap ETF worth $310K as of Q1 2026.
Insigneo Advisory Services left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #493 holding.
Insigneo Advisory Services first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 10 quarters since.
Insigneo Advisory Services's Vanguard Small-Cap ETF position peaked at $457K in Q2 2023.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.