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Newbridge Financial Services Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Newbridge Financial Services Group’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.8K Buy
236
+107
+83% +$10.2K ﹤0.01% 686
2026
Q1 		$11.5K Sell
129
-194
-60% -$17.8K ﹤0.01% 773
2025
Q4 		$28.6K Buy
323
+3
+0.9% +$270 ﹤0.01% 562
2025
Q3 		$29.3K Sell
320
-158
-33% -$14.3K ﹤0.01% 645
2025
Q2 		$42.5K Sell
478
-268
-36% -$23.6K 0.01% 537
2025
Q1 		$67.5K Sell
746
-598
-44% -$54.3K 0.02% 315
2024
Q4 		$120K Buy
+1,344
New +$127K 0.03% 260
2024
Q3 		– Sell
-119
Closed -$10K – 1097
2024
Q2 		$10K Hold
119
– – ﹤0.01% 709
2024
Q1 		$10.3K Sell
119
-257
-68% -$22K ﹤0.01% 761
2023
Q4 		$33.2K Buy
376
+76
+25% +$6.02K 0.02% 488
2023
Q3 		$22.7K Sell
300
-313
-51% -$25.8K 0.01% 611
2023
Q2 		$51.2K Sell
613
-57
-9% -$4.67K 0.03% 447
2023
Q1 		$55.6K Sell
670
-295
-31% -$25.3K 0.03% 437
2022
Q4 		$79.6K Sell
965
-482
-33% -$40K 0.05% 348
2022
Q3 		$116K Buy
1,447
+8
+0.6% +$748 0.07% 274
2022
Q2 		$131K Sell
1,439
-132
-8% -$13.2K 0.08% 227
2022
Q1 		$170K Sell
1,571
-374
-19% -$39.6K 0.08% 226
2021
Q4 		$226K Buy
1,945
+307
+19% +$33.5K 0.11% 189
2021
Q3 		$167K Sell
1,638
-160
-9% -$17K 0.1% 193
2021
Q2 		$183K Buy
1,798
+427
+31% +$42.3K 0.11% 189
2021
Q1 		$126K Sell
1,371
-294
-18% -$25.8K 0.09% 220
2020
Q4 		$141K Buy
1,665
+10
+0.6% +$829 0.12% 181
2020
Q3 		$131K Buy
+1,655
New +$133K 0.13% 162

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Newbridge Financial Services Group increased its Vanguard Real Estate ETF (VNQ) stake by 83% in Q2 2026, buying an estimated $10.2K and bringing the position to 236 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Newbridge Financial Services Group first reported a position in VNQ in Q3 2020 and has held it in 23 quarters since. The position peaked at $226K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Newbridge Financial Services Group held 236 shares of Vanguard Real Estate ETF worth $22.8K as of Q2 2026.
  • Newbridge Financial Services Group bought 107 Vanguard Real Estate ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard Real Estate ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #686 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Vanguard Real Estate ETF position peaked at $226K in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

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