INSIGNEO ADVISORY SERVICES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1964958
MIAMI, FL
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$400,118
+$90,267 QoQ
Shares Held
1,320
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#426
of 556 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,118 | 1,320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $309,851 | 1,183 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $305,154 | 1,183 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $449,821 | 1,769 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $347,412 | 1,466 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $292,044 | 1,317 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $291,219 | 1,212 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,210 | 1,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $218,040 | 1,000 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $434,104 | 2,296 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $456,651 | 2,296 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||