NFSG
VPU

Newbridge Financial Services Group’s Vanguard Utilities ETF VPU Stock Holding History

Newbridge Financial Services Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5K Hold
64
– – ﹤0.01% 818
2026
Q1 		$12.6K Hold
64
– – ﹤0.01% 750
2025
Q4 		$11.8K Sell
64
-2,667
-98% -$512K ﹤0.01% 758
2025
Q3 		$517K Buy
2,731
+108
+4% +$19.8K 0.08% 186
2025
Q2 		$463K Buy
2,623
+2,560
+4,063% +$442K 0.08% 193
2025
Q1 		$10.8K Sell
63
-56
-47% -$9.46K ﹤0.01% 666
2024
Q4 		$19.5K Hold
119
– – 0.01% 605
2024
Q3 		$20.7K Sell
119
-118
-50% -$19K 0.01% 355
2024
Q2 		$35.1K Sell
237
-724
-75% -$108K 0.01% 457
2024
Q1 		$137K Sell
961
-776
-45% -$105K 0.06% 243
2023
Q4 		$238K Sell
1,737
-182
-9% -$24K 0.12% 168
2023
Q3 		$245K Sell
1,919
-873
-31% -$122K 0.12% 166
2023
Q2 		$397K Sell
2,792
-240
-8% -$35.2K 0.19% 107
2023
Q1 		$447K Buy
3,032
+529
+21% +$78.3K 0.24% 92
2022
Q4 		$384K Buy
2,503
+1,967
+367% +$291K 0.22% 98
2022
Q3 		$76K Buy
536
+110
+26% +$17.5K 0.04% 348
2022
Q2 		$65K Buy
426
+46
+12% +$7.24K 0.04% 349
2022
Q1 		$61K Sell
380
-3
-0.8% -$454 0.03% 424
2021
Q4 		$60K Sell
383
-331
-46% -$48.8K 0.03% 415
2021
Q3 		$99K Buy
714
+293
+70% +$42.8K 0.06% 269
2021
Q2 		$58K Buy
421
+2
+0.5% +$287 0.04% 396
2021
Q1 		$59K Buy
419
+9
+2% +$1.23K 0.04% 357
2020
Q4 		$56K Sell
410
-64
-14% -$8.82K 0.05% 306
2020
Q3 		$61K Buy
+474
New +$61.3K 0.06% 281

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Newbridge Financial Services Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 64 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Newbridge Financial Services Group first reported a position in VPU in Q3 2020 and has held it in 24 quarters since. The position peaked at $517K in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Newbridge Financial Services Group held 64 shares of Vanguard Utilities ETF worth $12.5K as of Q2 2026.
  • Newbridge Financial Services Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #818 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Vanguard Utilities ETF position peaked at $517K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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