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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Newbridge Financial Services Group reduced its Vanguard Total World Stock ETF (VT) stake by 25% in Q2 2026, selling an estimated $6.56K and leaving 132 shares worth $20.7K. 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 6 quarters since. The position peaked at $1.37M in Q1 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Newbridge Financial Services Group held 132 shares of Vanguard Total World Stock ETF worth $20.7K as of Q2 2026.
Newbridge Financial Services Group sold 43 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $6.56K.
Vanguard Total World Stock ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 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 6 quarters since.
Newbridge Financial Services Group's Vanguard Total World Stock ETF position peaked at $1.37M in Q1 2025.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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