Insight Advisors, LLC/ PA VUG holdings history
VANGUARD MRNGSTAR GR ETF-SUI · CUSIP 922908736 · CIK 1844880
As of 2026-06-30, Insight Advisors, LLC/ PA reported 83.60K VUG (shares), valued at $7.20M, or 1.27% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares increased 494.08%; reported value increased 17.16%, and weight changed +0.10 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.27% | 83,599 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 1.17% | 14,072 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.06% | 14,335 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 1.05% | 14,346 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 1.02% | 14,402 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 0.95% | 14,577 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 1.03% | 14,518 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 1.05% | 15,704 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.07% | 15,671 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 1.05% | 15,667 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 1.03% | 15,655 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.03% | 15,655 | $4.87M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 1.05% | 15,667 | $5.39M | Shares increased 0.08%; reported value increased 10.80%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 1.07% | 15,671 | $5.86M | Shares increased 0.03%; reported value increased 8.69%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 1.05% | 15,704 | $6.03M | Shares increased 0.21%; reported value increased 2.87%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.03% | 14,518 | $6.01M | Shares decreased 7.55%; reported value decreased 0.26%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 0.95% | 14,577 | $5.41M | Shares increased 0.41%; reported value decreased 10.10%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 1.02% | 14,402 | $6.31M | Shares decreased 1.20%; reported value increased 16.80%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 1.05% | 14,346 | $6.88M | Shares decreased 0.39%; reported value increased 8.99%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 1.06% | 14,335 | $6.99M | Shares decreased 0.08%; reported value increased 1.63%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 1.17% | 14,072 | $6.15M | Shares decreased 1.83%; reported value decreased 12.12%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.27% | 83,599 | $7.20M | Shares increased 494.08%; reported value increased 17.16%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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