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Newbridge Financial Services Group’s Vanguard Russell 1000 ETF VONE Stock Holding History

Newbridge Financial Services Group’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.9K Hold
20
– – ﹤0.01% 891
2025
Q4 		$6.18K Hold
20
– – ﹤0.01% 865
2025
Q3 		$6.05K Hold
20
– – ﹤0.01% 991
2025
Q2 		$5.62K Hold
20
– – ﹤0.01% 1008
2025
Q1 		$5.08K Hold
20
– – ﹤0.01% 798
2024
Q4 		$5.33K Hold
20
– – ﹤0.01% 852
2024
Q3 		$5.2K Hold
20
– – ﹤0.01% 503
2024
Q2 		$4.92K Sell
20
-1
-5% -$238 ﹤0.01% 847
2024
Q1 		$4.93K Sell
21
-20
-49% -$4.54K ﹤0.01% 890
2023
Q4 		$8.81K Buy
41
+1
+3% +$203 ﹤0.01% 763
2023
Q3 		$7.87K Sell
40
-41
-51% -$8.3K ﹤0.01% 866
2023
Q2 		$16.2K Buy
81
+1
+1% +$191 0.01% 753
2023
Q1 		$15K Hold
80
– – 0.01% 809
2022
Q4 		$13.9K Sell
80
-38
-32% -$6.66K 0.01% 829
2022
Q3 		$19K Sell
118
-40
-25% -$7.25K 0.01% 716
2022
Q2 		$27K Sell
158
-76
-32% -$14.2K 0.02% 567
2022
Q1 		$48K Hold
234
– – 0.02% 489
2021
Q4 		$51K Hold
234
– – 0.02% 457
2021
Q3 		$47K Hold
234
– – 0.03% 433
2021
Q2 		$47K Hold
234
– – 0.03% 464
2021
Q1 		$43K Sell
234
-128
-35% -$23.2K 0.03% 426
2020
Q4 		$63K Sell
362
-53
-13% -$8.76K 0.05% 286
2020
Q3 		$64K Buy
+415
New +$63.3K 0.06% 267

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Newbridge Financial Services Group's VONE Position: Q1 2026 in Review

Newbridge Financial Services Group held its Vanguard Russell 1000 ETF (VONE) position steady in Q1 2026 at 20 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Newbridge Financial Services Group first reported a position in VONE in Q3 2020 and has held it in 23 quarters since. The position peaked at $64K in Q3 2020. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • Newbridge Financial Services Group held 20 shares of Vanguard Russell 1000 ETF worth $5.9K as of Q1 2026.
  • Newbridge Financial Services Group left its Vanguard Russell 1000 ETF share count unchanged in Q1 2026.
  • Vanguard Russell 1000 ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #891 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Russell 1000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Vanguard Russell 1000 ETF position peaked at $64K in Q3 2020.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.