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New Insight Wealth Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

New Insight Wealth Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.61M Sell
69,874
-7,034
-9% -$893K 2.83% 7
2026
Q1 		$8.83M Sell
76,908
-9,824
-11% -$1.15M 3.17% 7
2025
Q4 		$9.62M Sell
86,732
-8,826
-9% -$982K 3.44% 6
2025
Q3 		$10.6M Sell
95,558
-10,651
-10% -$1.14M 3.97% 6
2025
Q2 		$10.8M Sell
106,209
-7,082
-6% -$676K 4.42% 6
2025
Q1 		$10.9M Buy
113,291
+2,812
+3% +$292K 4.96% 6
2024
Q4 		$11.7M Sell
110,479
-3,927
-3% -$434K 5.87% 3
2024
Q3 		$12.4M Sell
114,406
-595
-0.5% -$62K 6.51% 3
2024
Q2 		$11.3M Buy
115,001
+744
+0.7% +$73.1K 6.65% 3
2024
Q1 		$11.6M Buy
114,257
+11,966
+12% +$1.16M 7.24% 2
2023
Q4 		$10.1M Buy
+102,291
New +$9.12M 6.83% 3

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

New Insight Wealth Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 9.1% in Q2 2026, selling an estimated $893K and leaving 69,874 shares worth $9.61M. The position accounts for 2.83% of the portfolio, ranked #7.

New Insight Wealth Advisors first reported a position in VIOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q3 2024. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • New Insight Wealth Advisors held 69,874 shares of Vanguard S&P Small-Cap 600 ETF worth $9.61M as of Q2 2026.
  • New Insight Wealth Advisors sold 7,034 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $893K.
  • Vanguard S&P Small-Cap 600 ETF made up 2.83% of New Insight Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • New Insight Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $12.4M in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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