Newbridge Financial Services Group’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.8K	Hold	132	–	–	﹤0.01%	705
2026 Q2	$20.7K	Sell	132 -43	-25%	-$6.56K	﹤0.01%	705
2026 Q1	$24.1K	Buy	175 +1	+0.6%	+$144	﹤0.01%	593
2025 Q4	$24.6K	Hold	174	–	–	﹤0.01%	588
2025 Q3	$24K	Sell	174 -133	-43%	-$17.7K	﹤0.01%	698
2025 Q2	$39.4K	Sell	307 -11,478	-97%	-$1.37M	0.01%	553
2025 Q1	$1.37M	Buy	+11,785	New	+$1.41M	0.33%	69

Other funds holding VT

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Newbridge Financial Services Group's VT Position: Q3 2026 in Review

Newbridge Financial Services Group held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 132 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Newbridge Financial Services Group first reported a position in VT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2025. 489 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Newbridge Financial Services Group held 132 shares of Vanguard Total World Stock ETF worth $20.8K as of Q3 2026.
Newbridge Financial Services Group left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #705 holding.
Newbridge Financial Services Group first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 7 quarters since.
Newbridge Financial Services Group's Vanguard Total World Stock ETF position peaked at $1.37M in Q1 2025.
489 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.