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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.2K	Sell	438 -756	-63%	-$60K	﹤0.01%	562
2026 Q1	$81.1K	Buy	1,194 +12	+1%	+$868	0.01%	344
2025 Q4	$87.6K	Buy	1,182 +144	+14%	+$10.6K	0.01%	335
2025 Q3	$75.3K	Buy	1,038 +930	+861%	+$64.3K	0.01%	437
2025 Q2	$7.14K	Hold	108	–	–	﹤0.01%	961
2025 Q1	$6.02K	Buy	+108	New	+$6.55K	﹤0.01%	767
2024 Q3	–	Sell	-174	Closed	-$9.67K	–	1099
2024 Q2	$9.67K	Buy	+174	New	+$9.02K	﹤0.01%	720

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

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

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

Newbridge Financial Services Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 63% in Q2 2026, selling an estimated $60K and leaving 438 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Newbridge Financial Services Group first reported a position in VOOG in Q2 2024 and has held it in 7 quarters since. The position peaked at $87.6K in Q4 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Newbridge Financial Services Group held 438 shares of Vanguard S&P 500 Growth ETF worth $36.2K as of Q2 2026.
Newbridge Financial Services Group sold 756 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $60K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #562 holding.
Newbridge Financial Services Group first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Newbridge Financial Services Group's Vanguard S&P 500 Growth ETF position peaked at $87.6K in Q4 2025.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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