Insigneo Advisory Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.39M	Buy	33,920 +550	+2%	+$115K	0.28%	55
2026 Q1	$6.55M	Sell	33,370 -1,448	-4%	-$290K	0.47%	34
2025 Q4	$6.65M	Buy	34,818 +2,294	+7%	+$431K	0.48%	30
2025 Q3	$6.07M	Buy	32,524 +114	+0.4%	+$20.6K	0.43%	32
2025 Q2	$5.73M	Sell	32,410 -3,029	-9%	-$512K	0.49%	28
2025 Q1	$6.12M	Buy	35,439 +1,417	+4%	+$247K	0.63%	24
2024 Q4	$5.76M	Buy	34,022 +2,540	+8%	+$446K	0.59%	24
2024 Q3	$5.5M	Buy	31,482 +364	+1%	+$60.9K	0.55%	23
2024 Q2	$4.98M	Buy	31,118 +1	+0%	+$160	0.56%	26
2024 Q1	$5.07M	Buy	31,117 +2,363	+8%	+$364K	0.6%	23
2023 Q4	$4.3M	Buy	28,754 +144	+0.5%	+$20.3K	0.61%	27
2023 Q3	$3.95M	Sell	28,610 -1,797	-6%	-$257K	0.8%	18
2023 Q2	$4.32M	Buy	+30,407	New	+$4.22M	0.83%	18

Other funds holding VTV

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Insigneo Advisory Services increased its Vanguard Morningstar Value ETF (VTV) stake by 1.6% in Q2 2026, buying an estimated $115K and bringing the position to 33,920 shares worth $7.39M. The position accounts for 0.28% of the portfolio, ranked #55.

Insigneo Advisory Services first reported a position in VTV in Q2 2023 and has held it in 13 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Insigneo Advisory Services held 33,920 shares of Vanguard Morningstar Value ETF worth $7.39M as of Q2 2026.
Insigneo Advisory Services bought 550 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $115K.
Vanguard Morningstar Value ETF made up 0.28% of Insigneo Advisory Services's portfolio in Q2 2026, its #55 holding.
Insigneo Advisory Services first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and has held it in 13 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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