Insigneo Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.78M	Buy	23,716 +1,452	+7%	+$519K	0.33%	50
2026 Q1	$7.14M	Buy	22,264 +1,302	+6%	+$437K	0.51%	31
2025 Q4	$7.03M	Buy	20,962 +142	+0.7%	+$47.2K	0.5%	29
2025 Q3	$6.83M	Buy	20,820 +3,809	+22%	+$1.2M	0.48%	31
2025 Q2	$5.17M	Buy	17,011 +178	+1%	+$50.1K	0.44%	35
2025 Q1	$4.63M	Sell	16,833 -55	-0.3%	-$16K	0.48%	33
2024 Q4	$4.89M	Sell	16,888 -374	-2%	-$109K	0.51%	28
2024 Q3	$4.89M	Sell	17,262 -1,040	-6%	-$284K	0.49%	27
2024 Q2	$4.67M	Buy	18,302 +2,454	+15%	+$635K	0.53%	28
2024 Q1	$4.12M	Buy	15,848 +427	+3%	+$106K	0.49%	36
2023 Q4	$3.66M	Buy	15,421 +20	+0.1%	+$4.42K	0.52%	32
2023 Q3	$3.27M	Sell	15,401 -89	-0.6%	-$19.7K	0.67%	26
2023 Q2	$3.41M	Buy	15,490 +3,031	+24%	+$632K	0.65%	23
2023 Q1	$2.54M	Hold	12,459	–	–	0.81%	19
2022 Q4	$2.38M	Buy	+12,459	New	+$2.4M	0.9%	18

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Insigneo Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.5% in Q2 2026, buying an estimated $519K and bringing the position to 23,716 shares worth $8.78M. The position accounts for 0.33% of the portfolio, ranked #50.

Insigneo Advisory Services first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Insigneo Advisory Services held 23,716 shares of Vanguard Morningstar Total Stock Market ETF worth $8.78M as of Q2 2026.
Insigneo Advisory Services bought 1,452 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $519K.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of Insigneo Advisory Services's portfolio in Q2 2026, its #50 holding.
Insigneo Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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