Newbridge Financial Services Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Newbridge Financial Services Group’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.67K	Sell	100 -26	-21%	-$1.51K	﹤0.01%	946
2026 Q2	$7.43K	Buy	126 +26	+26%	+$1.54K	﹤0.01%	896
2026 Q1	$5.96K	Buy	+100	New	+$5.99K	﹤0.01%	887
2024 Q1	–	Sell	-47	Closed	-$2.79K	–	1307
2023 Q4	$2.79K	Sell	47 -1,737	-97%	-$100K	﹤0.01%	937
2023 Q3	$102K	Buy	1,784 +1,654	+1,272%	+$95.9K	0.05%	293
2023 Q2	$7.63K	Hold	130	–	–	﹤0.01%	948
2023 Q1	$7.8K	Hold	130	–	–	﹤0.01%	968
2022 Q4	$7.6K	Hold	130	–	–	﹤0.01%	976
2022 Q3	$8K	Hold	130	–	–	﹤0.01%	955
2022 Q2	$8K	Hold	130	–	–	0.01%	932
2022 Q1	$8K	Hold	130	–	–	﹤0.01%	1001
2021 Q4	$9K	Hold	130	–	–	﹤0.01%	948
2021 Q3	$9K	Sell	130 -17	-12%	-$1.16K	0.01%	918
2021 Q2	$10K	Hold	147	–	–	0.01%	993
2021 Q1	$10K	Hold	147	–	–	0.01%	911
2020 Q4	$10K	Hold	147	–	–	0.01%	741
2020 Q3	$10K	Buy	+147	New	+$10.4K	0.01%	682

Other funds holding VGIT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Newbridge Financial Services Group's VGIT Position: Q3 2026 in Review

Newbridge Financial Services Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 21% in Q3 2026, selling an estimated $1.51K and leaving 100 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Newbridge Financial Services Group first reported a position in VGIT in Q3 2020 and has held it in 17 quarters since. The position peaked at $102K in Q3 2023. 809 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Newbridge Financial Services Group held 100 shares of Vanguard Intermediate-Term Treasury ETF worth $5.67K as of Q3 2026.
Newbridge Financial Services Group sold 26 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $1.51K.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #946 holding.
Newbridge Financial Services Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 17 quarters since.
Newbridge Financial Services Group's Vanguard Intermediate-Term Treasury ETF position peaked at $102K in Q3 2023.
809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.