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New Insight Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

New Insight Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,336
Closed -$336K – 108
2025
Q1 		$336K Sell
1,336
-460
-26% -$127K 0.15% 73
2024
Q4 		$503K Buy
1,796
+3
+0.2% +$848 0.25% 52
2024
Q3 		$479K Buy
1,793
+422
+31% +$108K 0.25% 49
2024
Q2 		$343K Buy
1,371
+456
+50% +$114K 0.2% 57
2024
Q1 		$239K Buy
+915
New +$225K 0.15% 74

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

New Insight Wealth Advisors's VBK Position: Q2 2025 in Review

New Insight Wealth Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 1,336 shares — an estimated $336K sold.

New Insight Wealth Advisors first reported a position in VBK in Q1 2024 and held it in 5 quarters. The position peaked at $503K in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • New Insight Wealth Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • New Insight Wealth Advisors sold 1,336 Vanguard Small-Cap Growth ETF shares in Q2 2025, an estimated $336K.
  • New Insight Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and held it in 5 quarters.
  • New Insight Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $503K in Q4 2024.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2025.

Based on New Insight Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.