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Rothwell Investment Advisors, LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43.2K Buy
+344
New +$40.9K 0.02% 458

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Rothwell Investment Advisors, LLC's VGT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Information Technology ETF (VGT) in Q3 2026: 344 shares worth $43.2K. The stake represents 0.02% of the portfolio and ranks #458 among its holdings.

1,440 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 344 shares of Vanguard Information Technology ETF worth $43.2K as of Q3 2026.
  • Vanguard Information Technology ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Vanguard Information Technology ETF made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #458 holding.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.