Newbridge Financial Services Group’s Vanguard Materials ETF VAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-57	Closed	-$11.6K	–	1474
2025 Q3	$11.6K	Hold	57	–	–	﹤0.01%	869
2025 Q2	$11K	Hold	57	–	–	﹤0.01%	861
2025 Q1	$10.7K	Hold	57	–	–	﹤0.01%	671
2024 Q4	$10.6K	Hold	57	–	–	﹤0.01%	721
2024 Q3	$12K	Hold	57	–	–	﹤0.01%	415
2024 Q2	$10.9K	Buy	+57	New	+$11.3K	﹤0.01%	692
2023 Q2	–	Sell	-25	Closed	-$4.46K	–	1449
2023 Q1	$4.46K	Buy	25 +10	+67%	+$1.79K	﹤0.01%	1089
2022 Q4	$2.55K	Buy	+15	New	+$2.52K	﹤0.01%	1180
2022 Q1	–	Sell	-10	Closed	-$2K	–	1580
2021 Q4	$2K	Buy	+10	New	+$1.88K	﹤0.01%	1285

Other funds holding VAW

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return