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Newbridge Financial Services Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Newbridge Financial Services Group’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Sell
1,103
-40
-3% -$9.19K 0.03% 215
2026
Q1 		$246K Sell
1,143
-539
-32% -$120K 0.04% 195
2025
Q4 		$370K Sell
1,682
-26
-2% -$5.68K 0.06% 164
2025
Q3 		$369K Sell
1,708
-9
-0.5% -$1.89K 0.06% 223
2025
Q2 		$351K Buy
1,717
+37
+2% +$7.17K 0.06% 222
2025
Q1 		$326K Sell
1,680
-97
-5% -$19.3K 0.08% 150
2024
Q4 		$348K Buy
+1,777
New +$355K 0.09% 154
2024
Q3 		– Sell
-1,036
Closed -$189K – 1092
2024
Q2 		$189K Sell
1,036
-54
-5% -$9.72K 0.07% 194
2024
Q1 		$199K Buy
1,090
+476
+78% +$83.6K 0.09% 195
2023
Q4 		$105K Buy
614
+204
+50% +$32.8K 0.05% 266
2023
Q3 		$63.7K Buy
410
+1
+0.2% +$162 0.03% 364
2023
Q2 		$66.4K Sell
409
-34
-8% -$5.32K 0.03% 391
2023
Q1 		$68.2K Sell
443
-298
-40% -$45.7K 0.04% 396
2022
Q4 		$113K Buy
741
+1
+0.1% +$149 0.07% 279
2022
Q3 		$100K Buy
740
+206
+39% +$30.7K 0.06% 299
2022
Q2 		$77K Hold
534
– – 0.05% 313
2022
Q1 		$87K Sell
534
-63
-11% -$10.2K 0.04% 338
2021
Q4 		$103K Buy
597
+301
+102% +$49.6K 0.05% 301
2021
Q3 		$45K Buy
296
+60
+25% +$9.56K 0.03% 442
2021
Q2 		$37K Hold
236
– – 0.02% 538
2021
Q1 		$35K Buy
236
+97
+70% +$13.8K 0.03% 499
2020
Q4 		$20K Buy
139
+1
+0.7% +$136 0.02% 546
2020
Q3 		$18K Buy
+138
New +$17.4K 0.02% 537

Other funds holding VIG

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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q2 2026, selling an estimated $9.19K and leaving 1,103 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #215.

Newbridge Financial Services Group first reported a position in VIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $370K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Newbridge Financial Services Group held 1,103 shares of Vanguard Dividend Appreciation ETF worth $261K as of Q2 2026.
  • Newbridge Financial Services Group sold 40 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.19K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #215 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Vanguard Dividend Appreciation ETF position peaked at $370K in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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