New Insight Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543K	Sell	791 -1	-0.1%	-$667	0.16%	74
2026 Q1	$474K	Sell	792 -31	-4%	-$19.4K	0.17%	71
2025 Q4	$516K	Buy	823 +144	+21%	+$89.5K	0.18%	73
2025 Q3	$416K	Sell	679 -25	-4%	-$14.7K	0.16%	83
2025 Q2	$400K	Sell	704 -44	-6%	-$23.1K	0.16%	72
2025 Q1	$384K	Buy	748 +33	+5%	+$17.8K	0.17%	71
2024 Q4	$385K	Sell	715 -15	-2%	-$8.13K	0.19%	63
2024 Q3	$385K	Buy	730 +96	+15%	+$48.8K	0.2%	59
2024 Q2	$317K	Buy	634 +11	+2%	+$5.29K	0.19%	60
2024 Q1	$299K	Buy	+623	New	+$285K	0.19%	60

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

New Insight Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.13% in Q2 2026, selling an estimated $667 and leaving 791 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #74.

New Insight Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

New Insight Wealth Advisors held 791 shares of Vanguard S&P 500 ETF worth $543K as of Q2 2026.
New Insight Wealth Advisors sold 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.16% of New Insight Wealth Advisors's portfolio in Q2 2026, its #74 holding.
New Insight Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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