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 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 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

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

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

New Insight Wealth Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 11% in Q1 2026, selling an estimated $1.15M and leaving 76,908 shares worth $8.83M. The position accounts for 3.17% of the portfolio, ranked #7.

New Insight Wealth Advisors first reported a position in VIOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q3 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

New Insight Wealth Advisors held 76,908 shares of Vanguard S&P Small-Cap 600 ETF worth $8.83M as of Q1 2026.
New Insight Wealth Advisors sold 9,824 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $1.15M.
Vanguard S&P Small-Cap 600 ETF made up 3.17% of New Insight Wealth Advisors's portfolio in Q1 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 10 quarters since.
New Insight Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $12.4M in Q3 2024.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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