NFSG
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Newbridge Financial Services Group’s Vanguard Information Technology ETF VGT Stock Holding History

Newbridge Financial Services Group’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Sell
2,387
-341
-13% -$37.3K 0.04% 203
2026
Q1 		$238K Buy
2,728
+272
+11% +$25K 0.04% 200
2025
Q4 		$231K Sell
2,456
-32
-1% -$3.04K 0.04% 213
2025
Q3 		$232K Sell
2,488
-256
-9% -$22.4K 0.03% 269
2025
Q2 		$227K Buy
2,744
+32
+1% +$2.33K 0.04% 269
2025
Q1 		$184K Buy
2,712
+128
+5% +$9.64K 0.04% 202
2024
Q4 		$201K Sell
2,584
-208
-7% -$16K 0.05% 204
2024
Q3 		$205K Buy
2,792
+104
+4% +$7.39K 0.07% 146
2024
Q2 		$194K Buy
2,688
+448
+20% +$29.8K 0.07% 189
2024
Q1 		$147K Sell
2,240
-112
-5% -$7.1K 0.06% 236
2023
Q4 		$142K Buy
2,352
+8
+0.3% +$446 0.07% 228
2023
Q3 		$121K Buy
2,344
+8
+0.3% +$435 0.06% 258
2023
Q2 		$129K Hold
2,336
– – 0.06% 263
2023
Q1 		$113K Hold
2,336
– – 0.06% 299
2022
Q4 		$93.2K Sell
2,336
-232
-9% -$9.47K 0.05% 314
2022
Q3 		$99K Hold
2,568
– – 0.06% 301
2022
Q2 		$105K Buy
2,568
+8
+0.3% +$360 0.07% 260
2022
Q1 		$133K Sell
2,560
-10,504
-80% -$539K 0.07% 259
2021
Q4 		$748K Buy
13,064
+208
+2% +$11.4K 0.35% 64
2021
Q3 		$645K Sell
12,856
-232
-2% -$12K 0.4% 48
2021
Q2 		$652K Hold
13,088
– – 0.4% 51
2021
Q1 		$586K Sell
13,088
-3,112
-19% -$140K 0.43% 48
2020
Q4 		$717K Sell
16,200
-1,608
-9% -$66.1K 0.59% 31
2020
Q3 		$693K Buy
+17,808
New +$670K 0.68% 25

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Vanguard Information Technology ETF (VGT) stake by 13% in Q2 2026, selling an estimated $37.3K and leaving 2,387 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #203.

Newbridge Financial Services Group first reported a position in VGT in Q3 2020 and has held it in 24 quarters since. The position peaked at $748K in Q4 2021. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Newbridge Financial Services Group held 2,387 shares of Vanguard Information Technology ETF worth $285K as of Q2 2026.
  • Newbridge Financial Services Group sold 341 Vanguard Information Technology ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard Information Technology ETF made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #203 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Vanguard Information Technology ETF position peaked at $748K in Q4 2021.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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