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

Insigneo Advisory Services’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 Q1	$1.91M	Sell	8,793 -331	-4%	-$74K	0.14%	135
2025 Q4	$1.93M	Sell	9,124 -40	-0.4%	-$8.38K	0.14%	124
2025 Q3	$1.91M	Buy	9,164 +1,033	+13%	+$211K	0.13%	124
2025 Q2	$1.59M	Sell	8,131 -146	-2%	-$27K	0.14%	133
2025 Q1	$1.54M	Buy	8,277 +1,546	+23%	+$305K	0.16%	123
2024 Q4	$1.33M	Buy	6,731 +1,297	+24%	+$266K	0.14%	140
2024 Q3	$1.09M	Buy	5,434 +131	+2%	+$25.2K	0.11%	169
2024 Q2	$969K	Buy	5,303 +2,375	+81%	+$439K	0.11%	177
2024 Q1	$562K	Buy	2,928 +293	+11%	+$52.9K	0.07%	242
2023 Q4	$474K	Buy	2,635 +427	+19%	+$69.7K	0.07%	255
2023 Q3	$352K	Sell	2,208 -55	-2%	-$9.2K	0.07%	251
2023 Q2	$374K	Sell	2,263 -462	-17%	-$72.7K	0.07%	244
2023 Q1	$433K	Sell	2,725 -803	-23%	-$133K	0.14%	158
2022 Q4	$560K	Buy	+3,528	New	+$562K	0.21%	104

Other funds holding VBR

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

Insigneo Advisory Services reduced its Vanguard Small-Cap Value ETF (VBR) stake by 3.6% in Q1 2026, selling an estimated $74K and leaving 8,793 shares worth $1.91M. The position accounts for 0.14% of the portfolio, ranked #135.

Insigneo Advisory Services first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.93M in Q4 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Insigneo Advisory Services held 8,793 shares of Vanguard Small-Cap Value ETF worth $1.91M as of Q1 2026.
Insigneo Advisory Services sold 331 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $74K.
Vanguard Small-Cap Value ETF made up 0.14% of Insigneo Advisory Services's portfolio in Q1 2026, its #135 holding.
Insigneo Advisory Services first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Vanguard Small-Cap Value ETF position peaked at $1.93M in Q4 2025.
1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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