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Newbridge Financial Services Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Newbridge Financial Services Group’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.48K Buy
+96
New +$7.49K ﹤0.01% 895
2025
Q3 		– Sell
-578
Closed -$45.5K – 1301
2025
Q2 		$45.5K Sell
578
-94
-14% -$7.35K 0.01% 523
2025
Q1 		$52.6K Sell
672
-397
-37% -$30.8K 0.01% 361
2024
Q4 		$82.6K Buy
+1,069
New +$83K 0.02% 301
2024
Q3 		– Sell
-1,149
Closed -$88.2K – 714
2024
Q2 		$88.2K Sell
1,149
-75
-6% -$5.72K 0.03% 280
2024
Q1 		$93.8K Buy
1,224
+553
+82% +$42.4K 0.04% 297
2023
Q4 		$51.7K Hold
671
– – 0.03% 382
2023
Q3 		$50.4K Hold
671
– – 0.03% 414
2023
Q2 		$50.7K Hold
671
– – 0.02% 452
2023
Q1 		$51.3K Hold
671
– – 0.03% 462
2022
Q4 		$50.5K Hold
671
– – 0.03% 460
2022
Q3 		$50K Hold
671
– – 0.03% 448
2022
Q2 		$52K Sell
671
-236
-26% -$18.2K 0.03% 399
2022
Q1 		$71K Buy
907
+886
+4,219% +$70.3K 0.03% 379
2021
Q4 		$2K Sell
21
-7
-25% -$569 ﹤0.01% 1222
2021
Q3 		$2K Sell
28
-7
-20% -$575 ﹤0.01% 1165
2021
Q2 		$3K Buy
+35
New +$2.88K ﹤0.01% 1202

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Newbridge Financial Services Group's BSV Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 96 shares worth $7.48K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in BSV as recently as Q2 2025.

Newbridge Financial Services Group first reported a position in BSV in Q2 2021 and has held it in 17 quarters since. The position peaked at $93.8K in Q1 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Newbridge Financial Services Group held 96 shares of Vanguard Short-Term Bond ETF worth $7.48K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new Newbridge Financial Services Group position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #895 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's Vanguard Short-Term Bond ETF position peaked at $93.8K in Q1 2024.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.