New Insight Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$573K	Sell	1,548 -364	-19%	-$130K	0.17%	71
2026 Q1	$613K	Hold	1,912	–	–	0.22%	66
2025 Q4	$641K	Buy	1,912 +13	+0.7%	+$4.33K	0.23%	66
2025 Q3	$623K	Sell	1,899 -5	-0.3%	-$1.58K	0.23%	65
2025 Q2	$579K	Buy	1,904 +2	+0.1%	+$563	0.24%	64
2025 Q1	$523K	Buy	+1,902	New	+$553K	0.24%	58
2024 Q4	–	Sell	-1,892	Closed	-$536K	–	97
2024 Q3	$536K	Sell	1,892 -3	-0.2%	-$818	0.28%	46
2024 Q2	$507K	Buy	1,895 +3	+0.2%	+$776	0.3%	42
2024 Q1	$492K	Sell	1,892 -1	-0.1%	-$247	0.31%	43
2023 Q4	$449K	Buy	+1,893	New	+$418K	0.3%	46

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

New Insight Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 19% in Q2 2026, selling an estimated $130K and leaving 1,548 shares worth $573K. The position accounts for 0.17% of the portfolio, ranked #71.

New Insight Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $641K in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

New Insight Wealth Advisors held 1,548 shares of Vanguard Morningstar Total Stock Market ETF worth $573K as of Q2 2026.
New Insight Wealth Advisors sold 364 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $130K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of New Insight Wealth Advisors's portfolio in Q2 2026, its #71 holding.
New Insight Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $641K in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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