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Newbridge Financial Services Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Newbridge Financial Services Group’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7K Hold
105
– – ﹤0.01% 670
2026
Q1 		$23.6K Sell
105
-8
-7% -$1.83K ﹤0.01% 603
2025
Q4 		$23.9K Buy
113
+8
+8% +$1.7K ﹤0.01% 595
2025
Q3 		$22.4K Buy
105
+31
+42% +$6.79K ﹤0.01% 714
2025
Q2 		$16.2K Sell
74
-4,437
-98% -$973K ﹤0.01% 772
2025
Q1 		$987K Buy
4,511
+4,433
+5,683% +$958K 0.24% 88
2024
Q4 		$16.5K Sell
78
-80
-51% -$17.3K ﹤0.01% 645
2024
Q3 		$34.5K Buy
158
+63
+66% +$13.4K 0.01% 306
2024
Q2 		$19.3K Sell
95
-169
-64% -$34.3K 0.01% 581
2024
Q1 		$53.9K Sell
264
-149
-36% -$29.3K 0.02% 384
2023
Q4 		$78.8K Sell
413
-219
-35% -$40.2K 0.04% 313
2023
Q3 		$116K Sell
632
-170
-21% -$32.8K 0.06% 266
2023
Q2 		$156K Sell
802
-95
-11% -$18.6K 0.08% 240
2023
Q1 		$174K Buy
897
+9
+1% +$1.71K 0.09% 216
2022
Q4 		$170K Buy
888
+5
+0.6% +$940 0.1% 208
2022
Q3 		$152K Sell
883
-55
-6% -$10.4K 0.09% 225
2022
Q2 		$174K Sell
938
-70
-7% -$13.5K 0.11% 183
2022
Q1 		$198K Buy
1,008
+17
+2% +$3.31K 0.1% 201
2021
Q4 		$198K Sell
991
-200
-17% -$37.7K 0.09% 207
2021
Q3 		$213K Sell
1,191
-18
-1% -$3.33K 0.13% 168
2021
Q2 		$221K Buy
1,209
+333
+38% +$60.9K 0.14% 165
2021
Q1 		$156K Sell
876
-142
-14% -$24.4K 0.11% 195
2020
Q4 		$177K Sell
1,018
-191
-16% -$32.4K 0.15% 146
2020
Q3 		$198K Buy
+1,209
New +$195K 0.2% 112

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 105 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Newbridge Financial Services Group first reported a position in VDC in Q3 2020 and has held it in 24 quarters since. The position peaked at $987K in Q1 2025. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Newbridge Financial Services Group held 105 shares of Vanguard Consumer Staples ETF worth $23.7K as of Q2 2026.
  • Newbridge Financial Services Group left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #670 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Consumer Staples ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Vanguard Consumer Staples ETF position peaked at $987K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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