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Newbridge Financial Services Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Newbridge Financial Services Group’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.95K Hold
15
– – ﹤0.01% 939
2026
Q1 		$5.38K Buy
+15
New +$5.79K ﹤0.01% 912
2025
Q1 		– Sell
-32
Closed -$11.9K – 1161
2024
Q4 		$11.9K Hold
32
– – ﹤0.01% 701
2024
Q3 		$10.8K Hold
32
– – ﹤0.01% 422
2024
Q2 		$9.9K Buy
+32
New +$9.8K ﹤0.01% 713

Other funds holding VCR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 15 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Newbridge Financial Services Group first reported a position in VCR in Q2 2024 and has held it in 5 quarters since. The position peaked at $11.9K in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Newbridge Financial Services Group held 15 shares of Vanguard Consumer Discretionary ETF worth $5.95K as of Q2 2026.
  • Newbridge Financial Services Group left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #939 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's Vanguard Consumer Discretionary ETF position peaked at $11.9K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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