CCA
VGT icon

Cadent Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Cadent Capital Advisors’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
Q2 		$2.09M Sell
17,467
-149
-0.8% -$16.3K 0.43% 66
2026
Q1 		$1.54M Buy
17,616
+16
+0.1% +$1.47K 0.41% 61
2025
Q4 		$1.66M Buy
17,600
+40
+0.2% +$3.8K 0.44% 54
2025
Q3 		$1.64M Buy
17,560
+3,240
+23% +$283K 0.43% 58
2025
Q2 		$1.19M Buy
14,320
+312
+2% +$22.7K 0.39% 56
2025
Q1 		$950K Sell
14,008
-16,000
-53% -$1.21M 0.36% 52
2024
Q4 		$2.33M Buy
30,008
+8,616
+40% +$662K 0.81% 34
2024
Q3 		$1.57M Buy
21,392
+1,880
+10% +$134K 0.53% 44
2024
Q2 		$1.41M Buy
19,512
+7,096
+57% +$472K 0.57% 37
2024
Q1 		$814K Buy
+12,416
New +$787K 0.33% 48

Other funds holding VGT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return