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Newbridge Financial Services Group’s Vanguard Energy ETF VDE Stock Holding History

Newbridge Financial Services Group’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5K Hold
103
– – ﹤0.01% 763
2026
Q1 		$17.9K Sell
103
-27
-21% -$4.08K ﹤0.01% 664
2025
Q4 		$16.4K Buy
130
+7
+6% +$879 ﹤0.01% 687
2025
Q3 		$15.5K Hold
123
– – ﹤0.01% 799
2025
Q2 		$14.6K Hold
123
– – ﹤0.01% 798
2025
Q1 		$15.9K Hold
123
– – ﹤0.01% 595
2024
Q4 		$14.9K Buy
123
+20
+19% +$2.55K ﹤0.01% 666
2024
Q3 		$12.7K Hold
103
– – ﹤0.01% 410
2024
Q2 		$13.2K Buy
103
+71
+222% +$9.24K ﹤0.01% 656
2024
Q1 		$4.21K Sell
32
-50
-61% -$5.99K ﹤0.01% 912
2023
Q4 		$9.62K Sell
82
-129
-61% -$15.5K ﹤0.01% 746
2023
Q3 		$26.7K Buy
211
+179
+559% +$21.9K 0.01% 576
2023
Q2 		$3.61K Sell
32
-26
-45% -$2.93K ﹤0.01% 1061
2023
Q1 		$6.63K Buy
58
+26
+81% +$3.08K ﹤0.01% 1001
2022
Q4 		$3.88K Buy
+32
New +$3.9K ﹤0.01% 1109
2022
Q3 		– Sell
-232
Closed -$23K – 1486
2022
Q2 		$23K Sell
232
-946
-80% -$106K 0.01% 622
2022
Q1 		$126K Buy
1,178
+4
+0.3% +$385 0.06% 270
2021
Q4 		$91K Sell
1,174
-86
-7% -$6.84K 0.04% 338
2021
Q3 		$93K Hold
1,260
– – 0.06% 280
2021
Q2 		$96K Buy
1,260
+4
+0.3% +$290 0.06% 292
2021
Q1 		$85K Buy
1,256
+1,156
+1,156% +$73.9K 0.06% 285
2020
Q4 		$5K Hold
100
– – ﹤0.01% 860
2020
Q3 		$4K Buy
+100
New +$4.76K ﹤0.01% 853

Other funds holding VDE

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 103 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Newbridge Financial Services Group first reported a position in VDE in Q3 2020 and has held it in 23 quarters since. The position peaked at $126K in Q1 2022. 755 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Newbridge Financial Services Group held 103 shares of Vanguard Energy ETF worth $15.5K as of Q2 2026.
  • Newbridge Financial Services Group left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #763 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Energy ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Vanguard Energy ETF position peaked at $126K in Q1 2022.
  • 755 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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