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Newbridge Financial Services Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Newbridge Financial Services Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$564K Sell
944
-106
-10% -$66.3K 0.09% 138
2025
Q4 		$659K Sell
1,050
-92
-8% -$57.2K 0.1% 132
2025
Q3 		$699K Buy
1,142
+168
+17% +$99K 0.1% 144
2025
Q2 		$553K Buy
974
+76
+8% +$39.9K 0.09% 171
2025
Q1 		$461K Sell
898
-495
-36% -$268K 0.11% 120
2024
Q4 		$751K Buy
+1,393
New +$755K 0.19% 88
2024
Q3 		– Sell
-505
Closed -$253K – 1098
2024
Q2 		$253K Buy
505
+91
+22% +$43.8K 0.09% 158
2024
Q1 		$199K Sell
414
-514
-55% -$235K 0.09% 194
2023
Q4 		$405K Sell
928
-2
-0.2% -$819 0.2% 115
2023
Q3 		$365K Buy
930
+395
+74% +$162K 0.18% 118
2023
Q2 		$218K Buy
535
+42
+9% +$16.2K 0.11% 192
2023
Q1 		$185K Buy
493
+5
+1% +$1.83K 0.1% 200
2022
Q4 		$171K Sell
488
-10
-2% -$3.53K 0.1% 206
2022
Q3 		$164K Sell
498
-194
-28% -$70.9K 0.1% 217
2022
Q2 		$240K Sell
692
-126
-15% -$47.5K 0.15% 142
2022
Q1 		$340K Buy
818
+201
+33% +$82.3K 0.17% 125
2021
Q4 		$270K Buy
617
+426
+223% +$180K 0.13% 161
2021
Q3 		$75K Buy
191
+52
+37% +$21.1K 0.05% 313
2021
Q2 		$55K Buy
139
+45
+48% +$17.3K 0.03% 420
2021
Q1 		$34K Buy
94
+1
+1% +$355 0.03% 518
2020
Q4 		$32K Sell
93
-78
-46% -$25.4K 0.03% 434
2020
Q3 		$53K Buy
+171
New +$52.1K 0.05% 311

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, selling an estimated $66.3K and leaving 944 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #138.

Newbridge Financial Services Group first reported a position in VOO in Q3 2020 and has held it in 22 quarters since. The position peaked at $751K in Q4 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Newbridge Financial Services Group held 944 shares of Vanguard S&P 500 ETF worth $564K as of Q1 2026.
  • Newbridge Financial Services Group sold 106 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $66.3K.
  • Vanguard S&P 500 ETF made up 0.09% of Newbridge Financial Services Group's portfolio in Q1 2026, its #138 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Vanguard S&P 500 ETF position peaked at $751K in Q4 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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