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Vanguard Small-Cap ETF shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 1.7k 254.28
2025-06-30 $341k 1.4k 236.98
2025-03-31 $473k 2.1k 221.75
2024-12-31 $289k 1.2k 240.28
2024-09-30 $258k 1.1k 237.21

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Global Tech Etf (IXN)
Tesla Motors (TSLA)
Amazon (AMZN)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Global E Online SHS (GLBE)

View all positions for New Insight Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF