New Insight Wealth Advisors’s Vanguard Morningstar 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 Q2	$334K	Buy	3,877 +31	+0.8%	+$2.61K	0.1%	96
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

New Insight Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.81% in Q2 2026, buying an estimated $2.61K and bringing the position to 3,877 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #96.

New Insight Wealth Advisors first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

New Insight Wealth Advisors held 3,877 shares of Vanguard Morningstar Growth ETF worth $334K as of Q2 2026.
New Insight Wealth Advisors bought 31 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.61K.
Vanguard Morningstar Growth ETF made up 0.1% of New Insight Wealth Advisors's portfolio in Q2 2026, its #96 holding.
New Insight Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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