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Newbridge Financial Services Group’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Newbridge Financial Services Group increased its Vanguard Growth ETF (VUG) stake by 14% in Q1 2026, buying an estimated $1.25M and bringing the position to 133,794 shares worth $9.74M. The position accounts for 1.6% of the portfolio, ranked #15.

Newbridge Financial Services Group first reported a position in VUG in Q3 2020 and has held it in 23 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Newbridge Financial Services Group held 133,794 shares of Vanguard Growth ETF worth $9.74M as of Q1 2026.
  • Newbridge Financial Services Group bought 16,098 Vanguard Growth ETF shares in Q1 2026, an estimated $1.25M.
  • Vanguard Growth ETF made up 1.6% of Newbridge Financial Services Group's portfolio in Q1 2026, its #15 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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