Insigneo Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Hold	2,039	–	–	0.02%	426
2026 Q1	$525K	Hold	2,039	–	–	0.04%	369
2025 Q4	$569K	Hold	2,039	–	–	0.04%	335
2025 Q3	$599K	Hold	2,039	–	–	0.04%	321
2025 Q2	$580K	Hold	2,039	–	–	0.05%	301
2025 Q1	$499K	Hold	2,039	–	–	0.05%	308
2024 Q4	$517K	Buy	2,039 +922	+83%	+$237K	0.05%	288
2024 Q3	$272K	Sell	1,117 -30	-3%	-$6.99K	0.03%	470
2024 Q2	$250K	Hold	1,147	–	–	0.03%	448
2024 Q1	$270K	Sell	1,147 -14	-1%	-$3.14K	0.03%	405
2023 Q4	$255K	Buy	1,161 +54	+5%	+$10.8K	0.04%	373
2023 Q3	$216K	Buy	+1,107	New	+$226K	0.04%	357

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Insigneo Advisory Services's VOT Position: Q2 2026 in Review

Insigneo Advisory Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,039 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #426.

Insigneo Advisory Services first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Insigneo Advisory Services held 2,039 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $625K as of Q2 2026.
Insigneo Advisory Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #426 holding.
Insigneo Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.