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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.87M	Buy	32,220 +1,258	+4%	+$363K	1.22%	21
2026 Q1	$7.97M	Buy	30,962 +1,781	+6%	+$489K	1.31%	18
2025 Q4	$8.15M	Buy	29,181 +3,072	+12%	+$879K	1.26%	21
2025 Q3	$7.67M	Buy	26,109 +1,434	+6%	+$414K	1.15%	22
2025 Q2	$7.02M	Buy	24,675 +3,721	+18%	+$959K	1.14%	23
2025 Q1	$5.13M	Buy	20,954 +6,813	+48%	+$1.77M	1.24%	23
2024 Q4	$3.59M	Buy	14,141 +2,562	+22%	+$659K	0.92%	27
2024 Q3	$2.82M	Buy	11,579 +4,304	+59%	+$1M	0.99%	26
2024 Q2	$1.67M	Buy	7,275 +2,947	+68%	+$676K	0.62%	35
2024 Q1	$1.02M	Buy	4,328 +1,425	+49%	+$319K	0.45%	51
2023 Q4	$638K	Buy	2,903 +945	+48%	+$189K	0.31%	76
2023 Q3	$381K	Buy	1,958 +860	+78%	+$176K	0.19%	114
2023 Q2	$226K	Buy	1,098 +341	+45%	+$66.1K	0.11%	187
2023 Q1	$148K	Buy	757 +141	+23%	+$27K	0.08%	248
2022 Q4	$111K	Buy	616 +424	+221%	+$76.8K	0.06%	280
2022 Q3	$33K	Buy	+192	New	+$36.3K	0.02%	568

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Newbridge Financial Services Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.1% in Q2 2026, buying an estimated $363K and bringing the position to 32,220 shares worth $9.87M. The position accounts for 1.22% of the portfolio, ranked #21.

Newbridge Financial Services Group first reported a position in VOT in Q3 2022 and has held it in 16 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Newbridge Financial Services Group held 32,220 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.87M as of Q2 2026.
Newbridge Financial Services Group bought 1,258 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $363K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.22% of Newbridge Financial Services Group's portfolio in Q2 2026, its #21 holding.
Newbridge Financial Services Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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