New Insight Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Sell	743 -55	-7%	-$15.9K	0.07%	113
2026 Q1	$205K	Buy	798 +7	+0.9%	+$1.92K	0.07%	105
2025 Q4	$221K	Sell	791 -181	-19%	-$51.8K	0.08%	102
2025 Q3	$286K	Sell	972 -97	-9%	-$28K	0.11%	93
2025 Q2	$304K	Sell	1,069 -133	-11%	-$34.3K	0.13%	87
2025 Q1	$294K	Sell	1,202 -120	-9%	-$31.2K	0.13%	80
2024 Q4	$335K	Buy	1,322 +87	+7%	+$22.4K	0.17%	67
2024 Q3	$301K	Buy	1,235 +101	+9%	+$23.5K	0.16%	67
2024 Q2	$260K	Buy	1,134 +214	+23%	+$49.1K	0.15%	66
2024 Q1	$217K	Buy	+920	New	+$206K	0.14%	78

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

New Insight Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.9% in Q2 2026, selling an estimated $15.9K and leaving 743 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #113.

New Insight Wealth Advisors first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $335K in Q4 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

New Insight Wealth Advisors held 743 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $228K as of Q2 2026.
New Insight Wealth Advisors sold 55 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $15.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of New Insight Wealth Advisors's portfolio in Q2 2026, its #113 holding.
New Insight Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
New Insight Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $335K in Q4 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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