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VFH icon

Newbridge Financial Services Group’s Vanguard Financials ETF VFH Stock Holding History

Newbridge Financial Services Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Hold
115
– – ﹤0.01% 771
2026
Q1 		$13.9K Hold
115
– – ﹤0.01% 726
2025
Q4 		$15.4K Hold
115
– – ﹤0.01% 704
2025
Q3 		$15.1K Hold
115
– – ﹤0.01% 805
2025
Q2 		$14.7K Hold
115
– – ﹤0.01% 796
2025
Q1 		$13.8K Hold
115
– – ﹤0.01% 628
2024
Q4 		$13.6K Hold
115
– – ﹤0.01% 679
2024
Q3 		$12.7K Hold
115
– – ﹤0.01% 409
2024
Q2 		$11.5K Buy
+115
New +$11.5K ﹤0.01% 680
2023
Q2 		– Sell
-197
Closed -$15.3K – 1445
2023
Q1 		$15.3K Buy
197
+27
+16% +$2.28K 0.01% 800
2022
Q4 		$14K Buy
170
+3
+2% +$248 0.01% 824
2022
Q3 		$12K Hold
167
– – 0.01% 844
2022
Q2 		$13K Sell
167
-100
-37% -$8.44K 0.01% 790
2022
Q1 		$25K Buy
267
+1
+0.4% +$96 0.01% 663
2021
Q4 		$26K Buy
266
+2
+0.8% +$195 0.01% 649
2021
Q3 		$24K Sell
264
-4,500
-94% -$415K 0.02% 614
2021
Q2 		$431K Buy
4,764
+1
+0% +$90 0.26% 89
2021
Q1 		$403K Sell
4,763
-100
-2% -$7.97K 0.3% 78
2020
Q4 		$354K Buy
4,863
+201
+4% +$13.3K 0.29% 79
2020
Q3 		$273K Buy
+4,662
New +$277K 0.27% 82

Other funds holding VFH

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 115 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Newbridge Financial Services Group first reported a position in VFH in Q3 2020 and has held it in 20 quarters since. The position peaked at $431K in Q2 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Newbridge Financial Services Group held 115 shares of Vanguard Financials ETF worth $15.2K as of Q2 2026.
  • Newbridge Financial Services Group left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #771 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's Vanguard Financials ETF position peaked at $431K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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