Insigneo Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Other funds holding VBR
AL
Insigneo Advisory Services's VBR Position: Q2 2026 in Review
Insigneo Advisory Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 10% in Q2 2026, selling an estimated $212K and leaving 7,880 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #198.
Insigneo Advisory Services first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q4 2025. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Insigneo Advisory Services held 7,880 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.91M as of Q2 2026.
- Insigneo Advisory Services sold 913 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $212K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Insigneo Advisory Services's portfolio in Q2 2026, its #198 holding.
- Insigneo Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
- Insigneo Advisory Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.93M in Q4 2025.
- 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.