Insight Advisors, LLC/ PA
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844880
Newtown, PA
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$524,363
+$57,732 QoQ
Shares Held
2,002
+10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,363 | 2,002 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $466,631 | 1,809 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $457,195 | 1,798 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $436,991 | 1,844 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $415,337 | 1,873 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $518,043 | 2,156 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $494,820 | 2,086 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $454,395 | 2,084 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $458,094 | 2,004 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $418,980 | 1,964 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $380,786 | 2,014 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $394,796 | 1,985 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $376,655 | 1,987 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $364,510 | 1,986 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $348,485 | 2,039 | Shares | Sole | 2022-12-12 | |
| 2022-06-30 | $358,912 | 2,038 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $418,876 | 1,971 | Shares | Sole | 2022-06-02 | |
| 2021-12-31 | $444,335 | 1,966 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $526,994 | 2,410 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $573,112 | 2,544 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $557,464 | 2,604 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $534,980 | 2,748 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||