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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newbridge Financial Services Group's VT Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Vanguard Total World Stock ETF (VT) stake by 0.57% in Q1 2026, buying an estimated $144 and bringing the position to 175 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Newbridge Financial Services Group first reported a position in VT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Newbridge Financial Services Group held 175 shares of Vanguard Total World Stock ETF worth $24.1K as of Q1 2026.
  • Newbridge Financial Services Group bought 1 Vanguard Total World Stock ETF share in Q1 2026, an estimated $144.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #593 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 5 quarters since.
  • Newbridge Financial Services Group's Vanguard Total World Stock ETF position peaked at $1.37M in Q1 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.