New Insight Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

New Insight Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.9M	Sell	22,763 -837	-4%	-$187K	1.76%	17
2025 Q4	$5.19M	Sell	23,600 -223	-0.9%	-$48.7K	1.85%	16
2025 Q3	$5.14M	Sell	23,823 -1,514	-6%	-$318K	1.93%	14
2025 Q2	$5.19M	Buy	25,337 +619	+3%	+$120K	2.13%	13
2025 Q1	$4.8M	Buy	24,718 +1,245	+5%	+$248K	2.18%	12
2024 Q4	$4.6M	Buy	23,473 +1,834	+8%	+$366K	2.3%	14
2024 Q3	$4.29M	Buy	21,639 +415	+2%	+$79K	2.26%	14
2024 Q2	$3.87M	Sell	21,224 -954	-4%	-$172K	2.28%	14
2024 Q1	$4.05M	Sell	22,178 -234	-1%	-$41.1K	2.53%	13
2023 Q4	$3.82M	Buy	+22,412	New	+$3.61M	2.57%	14

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Insight Wealth Advisors's VIG Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q1 2026, selling an estimated $187K and leaving 22,763 shares worth $4.9M. The position accounts for 1.76% of the portfolio, ranked #17.

New Insight Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.19M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

New Insight Wealth Advisors held 22,763 shares of Vanguard Dividend Appreciation ETF worth $4.9M as of Q1 2026.
New Insight Wealth Advisors sold 837 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $187K.
Vanguard Dividend Appreciation ETF made up 1.76% of New Insight Wealth Advisors's portfolio in Q1 2026, its #17 holding.
New Insight Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.19M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.