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Newbridge Financial Services Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Newbridge Financial Services Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Buy
450
+50
+13% +$14.3K 0.02% 294
2026
Q1 		$105K Sell
400
-54
-12% -$14.6K 0.02% 306
2025
Q4 		$117K Buy
454
+1
+0.2% +$256 0.02% 290
2025
Q3 		$115K Hold
453
– – 0.02% 372
2025
Q2 		$107K Sell
453
-50
-10% -$11.2K 0.02% 368
2025
Q1 		$112K Hold
503
– – 0.03% 250
2024
Q4 		$121K Buy
+503
New +$124K 0.03% 258
2024
Q3 		– Sell
-175
Closed -$38.2K – 1084
2024
Q2 		$38.2K Hold
175
– – 0.01% 431
2024
Q1 		$40.1K Hold
175
– – 0.02% 440
2023
Q4 		$37.4K Hold
175
– – 0.02% 452
2023
Q3 		$33.2K Hold
175
– – 0.02% 525
2023
Q2 		$34.9K Hold
175
– – 0.02% 548
2023
Q1 		$33.2K Hold
175
– – 0.02% 567
2022
Q4 		$32.1K Buy
175
+1
+0.6% +$185 0.02% 572
2022
Q3 		$30K Sell
174
-110
-39% -$20.8K 0.02% 585
2022
Q2 		$50K Buy
284
+4
+1% +$772 0.03% 404
2022
Q1 		$59K Buy
280
+42
+18% +$8.84K 0.03% 433
2021
Q4 		$54K Buy
238
+85
+56% +$19.3K 0.03% 443
2021
Q3 		$33K Sell
153
-16
-9% -$3.56K 0.02% 534
2021
Q2 		$38K Buy
169
+40
+31% +$8.86K 0.02% 531
2021
Q1 		$28K Hold
129
– – 0.02% 603
2020
Q4 		$25K Buy
129
+1
+0.8% +$176 0.02% 487
2020
Q3 		$20K Buy
+128
New +$19.7K 0.02% 509

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Newbridge Financial Services Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, buying an estimated $14.3K and bringing the position to 450 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #294.

Newbridge Financial Services Group first reported a position in VB in Q3 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Newbridge Financial Services Group held 450 shares of Vanguard Morningstar Small-Cap ETF worth $137K as of Q2 2026.
  • Newbridge Financial Services Group bought 50 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #294 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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