New Insight Wealth Advisors VIGI — VANGUARD WHITEHALL FDS

Ownership history in New Insight Wealth Advisors  ·  9 quarters on record

AI Ownership Summary

New Insight Wealth Advisors reported VANGUARD WHITEHALL FDS (VIGI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.07% in 2024 Q2. The latest visible filing shows VIGI at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Insight Wealth Advisors's position in VANGUARD WHITEHALL FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VIGI was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.07% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIGI stock page New Insight Wealth Advisors fund profile New Insight Wealth Advisors full holdings
How New Insight Wealth Advisors held VIGI — position size vs. price
% of Fund (quarterly)    VIGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 27,598 -7,060 -20.4% 0.88% $2.4M 2026-05-08 $92.93
2025 Q4 REDUCED 28.6% -2.6% ✅ 34,658 -13,858 -28.6% 1.13% $3.2M 2026-02-17 $94.66
2025 Q3 REDUCED 13.4% +3.3% ❌ 48,516 -7,517 -13.4% 1.63% $4.3M 2025-10-29 $88.46
2025 Q2 REDUCED — — — 56,033 -1,158 -2.0% 2.08% $5.0M 2025-07-16 $86.99
2025 Q1 REDUCED 25.7% +9.3% ❌ 57,191 -19,819 -25.7% 2.15% $4.7M 2025-04-30 $84.35
2024 Q4 REDUCED 8.5% +4.3% ❌ 77,010 -7,113 -8.5% 3.09% $6.2M 2025-02-07 $80.40
2024 Q3 REDUCED — — — 84,123 -939 -1.1% 3.91% $7.4M 2024-11-13 $79.80
2024 Q2 ADDED — — — 85,062 +13,078 +18.2% 4.07% $6.9M 2024-08-15 $81.69
2024 Q1 INITIATED — — — 71,984 — — 3.85% $5.7M 2024-05-08 $76.67

🏢 Other funds also holding VIGI

As of 2026 Q1 — sorted by position size

GEN Financial Management, INC. 11.11% Clarion Wealth Managment Partners, LLC 8.08% Madson Wealth Advisors Inc 7.1% TILIA FIDUCIARY PARTNERS, INC. 3Y 6.09% Navalign, LLC 3Y 5.77% Ackerman Capital Advisors, LLC 3Y 7Y 5.63% Opus Financial Solutions LLC 5.51% American Financial Advisors, LLC 3Y 7Y 5.35% Capital Advantage, Inc. 3Y 7Y 5.04% Keystone Financial Group, Inc. 4.72%

FAQ About New Insight Wealth Advisors and VIGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Insight Wealth Advisors reported owning VIGI?

New Insight Wealth Advisors reported VIGI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VIGI position in New Insight Wealth Advisors's portfolio?

The largest reported portfolio weight for VIGI was 4.07% in 2024 Q2.

What is the latest reported VIGI position on this page?

The most recent filing on this page is 2026 Q1, when New Insight Wealth Advisors reported 27,598 shares, equal to 0.88% of portfolio, with an estimated market value of $2.4M.

What does the chart on this VIGI ownership page compare?

The chart compares New Insight Wealth Advisors's quarterly VIGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did New Insight Wealth Advisors time their VIGI position?

Based on 13F filing dates vs. subsequent VIGI price moves, New Insight Wealth Advisors correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on VIGI relative to SPY over the holding period was -8.9%.

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