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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
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

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 VHT Position: Q2 2026 in Review

Newbridge Financial Services Group held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 99 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Newbridge Financial Services Group first reported a position in VHT in Q3 2020 and has held it in 22 quarters since. The position peaked at $60.9K in Q2 2023. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Newbridge Financial Services Group held 99 shares of Vanguard Health Care ETF worth $29.6K as of Q2 2026.
  • Newbridge Financial Services Group left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #621 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Vanguard Health Care ETF position peaked at $60.9K in Q2 2023.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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