NFSG
VIS icon

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
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 – 1583
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return