Newbridge Financial Services Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.01K	Buy	66 +50	+313%	+$5.68K	﹤0.01%	886
2026 Q1	$1.6K	Hold	16	–	–	﹤0.01%	1043
2025 Q4	$1.59K	Hold	16	–	–	﹤0.01%	1041
2025 Q3	$1.56K	Hold	16	–	–	﹤0.01%	1152
2025 Q2	$1.4K	Hold	16	–	–	﹤0.01%	1166
2025 Q1	$1.29K	Hold	16	–	–	﹤0.01%	928
2024 Q4	$1.43K	Hold	16	–	–	﹤0.01%	997
2024 Q3	$1.43K	Hold	16	–	–	﹤0.01%	584
2024 Q2	$1.31K	Hold	16	–	–	﹤0.01%	981
2024 Q1	$1.36K	Hold	16	–	–	﹤0.01%	1028
2023 Q4	$1.3K	Hold	16	–	–	﹤0.01%	1001
2023 Q3	$1.14K	Sell	16 -331	-95%	-$25.1K	﹤0.01%	1142
2023 Q2	$26.2K	Buy	347 +1	+0.3%	+$72	0.01%	613
2023 Q1	$24.9K	Buy	346 +1	+0.3%	+$74	0.01%	644
2022 Q4	$24.3K	Buy	345 +19	+6%	+$1.36K	0.01%	654
2022 Q3	$22K	Buy	326 +1	+0.3%	+$74	0.01%	676
2022 Q2	$22K	Hold	325	–	–	0.01%	639
2022 Q1	$27K	Buy	325 +269	+480%	+$22.1K	0.01%	645
2021 Q4	$5K	Sell	56 -56	-50%	-$5.11K	﹤0.01%	1088
2021 Q3	$10K	Buy	+112	New	+$10K	0.01%	882

Other funds holding VTWO

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Newbridge Financial Services Group increased its Vanguard Russell 2000 ETF (VTWO) stake by 313% in Q2 2026, buying an estimated $5.68K and bringing the position to 66 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Newbridge Financial Services Group first reported a position in VTWO in Q3 2021 and has held it in 20 quarters since. The position peaked at $27K in Q1 2022. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Newbridge Financial Services Group held 66 shares of Vanguard Russell 2000 ETF worth $8.01K as of Q2 2026.
Newbridge Financial Services Group bought 50 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $5.68K.
Vanguard Russell 2000 ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #886 holding.
Newbridge Financial Services Group first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and has held it in 20 quarters since.
Newbridge Financial Services Group's Vanguard Russell 2000 ETF position peaked at $27K in Q1 2022.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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