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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

New Insight Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q1 2026, selling an estimated $19.4K and leaving 792 shares worth $474K. The position accounts for 0.17% of the portfolio, ranked #71.

New Insight Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $516K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

New Insight Wealth Advisors held 792 shares of Vanguard S&P 500 ETF worth $474K as of Q1 2026.
New Insight Wealth Advisors sold 31 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $19.4K.
Vanguard S&P 500 ETF made up 0.17% of New Insight Wealth Advisors's portfolio in Q1 2026, its #71 holding.
New Insight Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
New Insight Wealth Advisors's Vanguard S&P 500 ETF position peaked at $516K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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