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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newbridge Financial Services Group's VHT Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Vanguard Health Care ETF (VHT) stake by 5.7% in Q1 2026, selling an estimated $1.72K and leaving 99 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Newbridge Financial Services Group first reported a position in VHT in Q3 2020 and has held it in 21 quarters since. The position peaked at $60.9K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Newbridge Financial Services Group held 99 shares of Vanguard Health Care ETF worth $27K as of Q1 2026.
  • Newbridge Financial Services Group sold 6 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.72K.
  • Vanguard Health Care ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #573 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Vanguard Health Care ETF position peaked at $60.9K in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.