Noble Family Wealth LLC Investment Activity Q2 2026: Significant Purchases and Sales Observed
A detailed look at Noble Family Wealth's portfolio changes during the second quarter of 2026, highlighting major additions like Vanguard ETFs (VUG, VO) and IWF, alongside notable sales.
According to filings available on InsiderSet, the portfolio managed by Noble Family Wealth LLC showed significant activity during the second quarter of 2026, ending June 30th.
The investor demonstrated a clear preference for broad-based index funds and ETFs from Vanguard and iShares. Major purchases included substantial increases in positions within highly regarded Vanguard Exchange-Traded Funds (ETFs). The most notable addition was the VANGUARD INDEX FUNDS (VUG), which saw a massive increase of 229,469 shares and contributed significantly to the portfolio's performance with its large weight allocation.
Other significant purchases involved Vanguard ETFs like VANGUARD SPECIALIZED FUNDS (VIG), which increased by 11,455 shares (+5.1%), and VANGUARD INDEX FUNDS (VB) with a healthy increase of 8,200 shares (+9.98%).
Furthermore, Noble Family Wealth added new positions to its portfolio during Q2. The filing indicates purchases in ISHARES TR (IWF), an iShares Total World Stock fund focused on smaller and mid-cap companies globally, which increased by 23,905 shares (+299.75%). Another new position was established in ISHARES TR (HDV), an iShares fund targeting high dividend yield stocks, with a substantial increase of 33,730 shares (+409.1%).
On the sales side, while specific large-cap sell-offs weren't highlighted in the provided data, there were notable decreases across several holdings. The portfolio shed positions in VANGUARD SPECIALIZED FUNDS (VIG) (-11,455 shares), VANGUARD INDEX FUNDS (VB) (-8,200 shares), and VANGUARD INDEX FUNDS (VTV) (-8,660 shares). There were also smaller decreases in other funds like SCHWAB STRATEGIC TR (SCHF).
The overall portfolio strategy appears focused on diversification through ETFs, with a strong emphasis on growth-oriented and dividend-yielding assets. The significant buying activity in multiple Vanguard and iShares funds suggests confidence in broad market exposure or specific sectors like technology.