Manager × security

INSIGHT 2811, INC. VGSH holdings history

VANGUARD SHORT-TERM TREASURY · CUSIP 92206C102 · CIK 1334952

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, INSIGHT 2811, INC. reported 852.30K VGSH (shares), valued at $49.60M, or 20.09% of its reported non-derivative portfolio. Filed 2026-08-11.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
20.09%
Shares
852.30K
852,297
Reported value
$49.60M
USD

Shares increased 0.10%; reported value decreased 0.48%, and weight changed -1.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 202620.09%852,297SEC filing ↗Filed Aug 11, 2026
Q1 202621.67%851,443SEC filing ↗Filed May 7, 2026
Q4 202521.36%823,748SEC filing ↗Filed Feb 3, 2026
Q3 202521.26%810,718SEC filing ↗Filed Nov 6, 2025
Q2 202522.03%791,493SEC filing ↗Filed Aug 11, 2025
Q1 202522.16%743,568SEC filing ↗Filed May 12, 2025
Q4 202422.51%750,439SEC filing ↗Filed Feb 11, 2025
Q3 202422.36%761,133SEC filing ↗Filed Nov 6, 2024
Q2 202424.08%799,707SEC filing ↗Filed Aug 6, 2024
Q1 202424.20%810,979SEC filing ↗Filed May 6, 2024
Q4 202324.97%784,207SEC filing ↗Filed Feb 12, 2024
Q3 202326.09%797,765SEC filing ↗Filed Nov 14, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 202326.09%797,765$45.95MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 14, 2023
Q4 202324.97%784,207$45.74MShares decreased 1.70%; reported value decreased 0.45%, and weight changed -1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 12, 2024
Q1 202424.20%810,979$47.09MShares increased 3.41%; reported value increased 2.95%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 6, 2024
Q2 202424.08%799,707$46.38MShares decreased 1.39%; reported value decreased 1.53%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 6, 2024
Q3 202422.36%761,133$44.92MShares decreased 4.82%; reported value decreased 3.13%, and weight changed -1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 6, 2024
Q4 202422.51%750,439$43.66MShares decreased 1.41%; reported value decreased 2.81%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 11, 2025
Q1 202522.16%743,568$43.64MShares decreased 0.92%; reported value decreased 0.05%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 12, 2025
Q2 202522.03%791,493$46.52MShares increased 6.45%; reported value increased 6.61%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 11, 2025
Q3 202521.26%810,718$47.71MShares increased 2.43%; reported value increased 2.55%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 6, 2025
Q4 202521.36%823,748$48.38MShares increased 1.61%; reported value increased 1.40%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 3, 2026
Q1 202621.67%851,443$49.84MShares increased 3.36%; reported value increased 3.03%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 7, 2026
Q2 202620.09%852,297$49.60MShares increased 0.10%; reported value decreased 0.48%, and weight changed -1.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 11, 2026
INSIGHT 2811, INC. · VANGUARD SHORT-TERM TREASURY

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.