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Newbridge Financial Services Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Newbridge Financial Services Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Buy
138,246
+4,452
+3% +$375K 1.47% 16
2026
Q1 		$9.74M Buy
133,794
+16,098
+14% +$1.25M 1.6% 15
2025
Q4 		$9.57M Buy
117,696
+11,424
+11% +$927K 1.49% 17
2025
Q3 		$8.49M Buy
106,272
+1,836
+2% +$140K 1.27% 18
2025
Q2 		$7.63M Buy
104,436
+10,092
+11% +$664K 1.24% 19
2025
Q1 		$5.83M Buy
94,344
+22,242
+31% +$1.5M 1.42% 17
2024
Q4 		$4.93M Buy
72,102
+10,872
+18% +$730K 1.27% 19
2024
Q3 		$3.92M Buy
61,230
+18,786
+44% +$1.16M 1.38% 19
2024
Q2 		$2.65M Buy
42,444
+19,284
+83% +$1.12M 0.99% 20
2024
Q1 		$1.33M Buy
23,160
+3,798
+20% +$209K 0.58% 34
2023
Q4 		$1M Buy
19,362
+9,330
+93% +$450K 0.49% 37
2023
Q3 		$455K Buy
10,032
+3,702
+58% +$175K 0.23% 96
2023
Q2 		$299K Buy
6,330
+1,374
+28% +$59.6K 0.15% 148
2023
Q1 		$206K Buy
4,956
+300
+6% +$11.7K 0.11% 180
2022
Q4 		$165K Buy
4,656
+1,146
+33% +$42.2K 0.1% 211
2022
Q3 		$125K Buy
3,510
+558
+19% +$22.4K 0.07% 257
2022
Q2 		$110K Sell
2,952
-1,596
-35% -$65.6K 0.07% 253
2022
Q1 		$218K Buy
4,548
+42
+0.9% +$1.99K 0.11% 187
2021
Q4 		$241K Buy
4,506
+198
+5% +$10.3K 0.11% 179
2021
Q3 		$208K Sell
4,308
-366
-8% -$18.2K 0.13% 170
2021
Q2 		$223K Buy
4,674
+162
+4% +$7.36K 0.14% 163
2021
Q1 		$193K Buy
4,512
+1,146
+34% +$49K 0.14% 164
2020
Q4 		$142K Hold
3,366
– – 0.12% 179
2020
Q3 		$128K Buy
+3,366
New +$124K 0.13% 166

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Newbridge Financial Services Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.3% in Q2 2026, buying an estimated $375K and bringing the position to 138,246 shares worth $11.9M. The position accounts for 1.47% of the portfolio, ranked #16.

Newbridge Financial Services Group first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Newbridge Financial Services Group held 138,246 shares of Vanguard Morningstar Growth ETF worth $11.9M as of Q2 2026.
  • Newbridge Financial Services Group bought 4,452 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $375K.
  • Vanguard Morningstar Growth ETF made up 1.47% of Newbridge Financial Services Group's portfolio in Q2 2026, its #16 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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