Newbridge Financial Services Group’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.3K	Hold	99	–	–	﹤0.01%	583
2026 Q2	$29.6K	Hold	99	–	–	﹤0.01%	621
2026 Q1	$27K	Sell	99 -6	-6%	-$1.72K	﹤0.01%	573
2025 Q4	$30.2K	Buy	105 +65	+163%	+$18.2K	﹤0.01%	547
2025 Q3	$10.5K	Hold	40	–	–	﹤0.01%	889
2025 Q2	$10K	Hold	40	–	–	﹤0.01%	885
2025 Q1	$10.7K	Hold	40	–	–	﹤0.01%	669
2024 Q4	$10.2K	Hold	40	–	–	﹤0.01%	734
2024 Q3	$11.4K	Hold	40	–	–	﹤0.01%	420
2024 Q2	$10.7K	Buy	+40	New	+$10.5K	﹤0.01%	698
2023 Q4	–	Sell	-250	Closed	-$58.7K	–	1338
2023 Q3	$58.7K	Buy	250 +1	+0.4%	+$244	0.03%	379
2023 Q2	$60.9K	Buy	249 +71	+40%	+$17.3K	0.03%	413
2023 Q1	$42.4K	Buy	178 +11	+7%	+$2.65K	0.02%	503
2022 Q4	$41.5K	Buy	167 +1	+0.6%	+$242	0.02%	508
2022 Q3	$37K	Sell	166 -28	-14%	-$6.68K	0.02%	528
2022 Q2	$46K	Hold	194	–	–	0.03%	421
2022 Q1	$49K	Buy	194 +1	+0.5%	+$247	0.02%	479
2021 Q4	$51K	Buy	193 +1	+0.5%	+$255	0.02%	456
2021 Q3	$47K	Hold	192	–	–	0.03%	432
2021 Q2	$47K	Hold	192	–	–	0.03%	463
2021 Q1	$44K	Buy	192 +1	+0.5%	+$229	0.03%	420
2020 Q4	$43K	Buy	191 +26	+16%	+$5.56K	0.04%	364
2020 Q3	$34K	Buy	+165	New	+$33.4K	0.03%	378

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 99 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Newbridge Financial Services Group first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. The position peaked at $60.9K in Q2 2023. 430 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Newbridge Financial Services Group held 99 shares of Vanguard Health Care ETF worth $31.3K as of Q3 2026.
Newbridge Financial Services Group left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #583 holding.
Newbridge Financial Services Group first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
Newbridge Financial Services Group's Vanguard Health Care ETF position peaked at $60.9K in Q2 2023.
430 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

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