Newbridge Financial Services Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Newbridge Financial Services Group’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.5K	Hold	223	–	–	﹤0.01%	623
2026 Q1	$25K	Buy	223 +1	+0.5%	+$119	﹤0.01%	585
2025 Q4	$26.9K	Hold	222	–	–	﹤0.01%	577
2025 Q3	$26.2K	Buy	222 +1	+0.5%	+$114	﹤0.01%	676
2025 Q2	$24.2K	Buy	221 +1	+0.5%	+$101	﹤0.01%	675
2025 Q1	$21.6K	Hold	220	–	–	0.01%	531
2024 Q4	$23.1K	Buy	+220	New	+$23.1K	0.01%	568
2024 Q3	–	Sell	-219	Closed	-$21.1K	–	780
2024 Q2	$21.1K	Buy	+219	New	+$20.3K	0.01%	557
2023 Q3	–	Sell	-176	Closed	-$13.8K	–	1328
2023 Q2	$13.8K	Hold	176	–	–	0.01%	809
2023 Q1	$12.6K	Hold	176	–	–	0.01%	865
2022 Q4	$11.6K	Hold	176	–	–	0.01%	881
2022 Q3	$11K	Hold	176	–	–	0.01%	852
2022 Q2	$12K	Hold	176	–	–	0.01%	807
2022 Q1	$14K	Buy	+176	New	+$14.2K	0.01%	830

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 223 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Newbridge Financial Services Group first reported a position in ESGV in Q1 2022 and has held it in 14 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Newbridge Financial Services Group held 223 shares of Vanguard ESG US Stock ETF worth $29.5K as of Q2 2026.
Newbridge Financial Services Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #623 holding.
Newbridge Financial Services Group first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 14 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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