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 Q2	$4.69M	Sell	19,806 -2,957	-13%	-$679K	1.38%	20
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

New Insight Wealth Advisors's VIG Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $679K and leaving 19,806 shares worth $4.69M. The position accounts for 1.38% of the portfolio, ranked #20.

New Insight Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.19M in Q4 2025. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

New Insight Wealth Advisors held 19,806 shares of Vanguard Dividend Appreciation ETF worth $4.69M as of Q2 2026.
New Insight Wealth Advisors sold 2,957 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $679K.
Vanguard Dividend Appreciation ETF made up 1.38% of New Insight Wealth Advisors's portfolio in Q2 2026, its #20 holding.
New Insight Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.19M in Q4 2025.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.