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New Insight Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

New Insight Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Buy
3,846
+132
+4% +$10.3K 0.1% 95
2025
Q4 		$302K Buy
3,714
+1,170
+46% +$95K 0.11% 93
2025
Q3 		$203K Buy
+2,544
New +$194K 0.08% 105
2025
Q2 		– Sell
-3,438
Closed -$212K – 109
2025
Q1 		$212K Hold
3,438
– – 0.1% 92
2024
Q4 		$235K Hold
3,438
– – 0.12% 82
2024
Q3 		$220K Buy
+3,438
New +$213K 0.12% 84

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

New Insight Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 3.6% in Q1 2026, buying an estimated $10.3K and bringing the position to 3,846 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #95.

New Insight Wealth Advisors first reported a position in VUG in Q3 2024 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • New Insight Wealth Advisors held 3,846 shares of Vanguard Growth ETF worth $280K as of Q1 2026.
  • New Insight Wealth Advisors bought 132 Vanguard Growth ETF shares in Q1 2026, an estimated $10.3K.
  • Vanguard Growth ETF made up 0.1% of New Insight Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • New Insight Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • New Insight Wealth Advisors's Vanguard Growth ETF position peaked at $302K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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