Newbridge Financial Services Group’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.43K	Hold	26	–	–	﹤0.01%	858
2026 Q1	$8.17K	Hold	26	–	–	﹤0.01%	828
2025 Q4	$7.81K	Hold	26	–	–	﹤0.01%	821
2025 Q3	$7.76K	Hold	26	–	–	﹤0.01%	945
2025 Q2	$7.33K	Hold	26	–	–	﹤0.01%	954
2025 Q1	$6.48K	Hold	26	–	–	﹤0.01%	755
2024 Q4	$6.66K	Hold	26	–	–	﹤0.01%	817
2024 Q3	$6.81K	Hold	26	–	–	﹤0.01%	473
2024 Q2	$6.16K	Buy	+26	New	+$6.19K	﹤0.01%	799
2022 Q1	–	Sell	-218	Closed	-$44K	–	1579
2021 Q4	$44K	Buy	+218	New	+$43.6K	0.02%	504
2021 Q1	–	Sell	-75	Closed	-$13K	–	1432
2020 Q4	$13K	Buy	+75	New	+$12K	0.01%	656

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 26 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Newbridge Financial Services Group first reported a position in VIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $44K in Q4 2021. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Newbridge Financial Services Group held 26 shares of Vanguard Industrials ETF worth $9.43K as of Q2 2026.
Newbridge Financial Services Group left its Vanguard Industrials ETF share count unchanged in Q2 2026.
Vanguard Industrials ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #858 holding.
Newbridge Financial Services Group first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 11 quarters since.
Newbridge Financial Services Group's Vanguard Industrials ETF position peaked at $44K in Q4 2021.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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