Newbridge Financial Services Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.04K	Sell	75 -93	-55%	-$7.21K	﹤0.01%	934
2026 Q1	$12.1K	Buy	+168	New	+$12.5K	﹤0.01%	760
2023 Q1	–	Sell	-72	Closed	-$3.61K	–	1484
2022 Q4	$3.61K	Hold	72	–	–	﹤0.01%	1122
2022 Q3	$3K	Sell	72 -12	-14%	-$627	﹤0.01%	1160
2022 Q2	$4K	Buy	84 +16	+24%	+$864	﹤0.01%	1077
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	1162
2021 Q4	$4K	Sell	68 -28	-29%	-$1.75K	﹤0.01%	1132
2021 Q3	$6K	Buy	96 +28	+41%	+$1.69K	﹤0.01%	986
2021 Q2	$4K	Hold	68	–	–	﹤0.01%	1182
2021 Q1	$4K	Hold	68	–	–	﹤0.01%	1089
2020 Q4	$4K	Hold	68	–	–	﹤0.01%	893
2020 Q3	$3K	Buy	+68	New	+$2.96K	﹤0.01%	889

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 55% in Q2 2026, selling an estimated $7.21K and leaving 75 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Newbridge Financial Services Group first reported a position in VO in Q3 2020 and has held it in 12 quarters since. The position peaked at $12.1K in Q1 2026. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Newbridge Financial Services Group held 75 shares of Vanguard Morningstar Mid-Cap ETF worth $6.04K as of Q2 2026.
Newbridge Financial Services Group sold 93 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.21K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #934 holding.
Newbridge Financial Services Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 12 quarters since.
Newbridge Financial Services Group's Vanguard Morningstar Mid-Cap ETF position peaked at $12.1K in Q1 2026.
2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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