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COWA LLC’s Vanguard Information Technology ETF VGT Stock Holding History

COWA 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 		– Sell
-2,696
Closed -$322K – 198
2026
Q2 		$322K Hold
2,696
– – 0.08% 140
2026
Q1 		$235K Hold
2,696
– – 0.06% 143
2025
Q4 		$254K Buy
+2,696
New +$256K 0.08% 135

Other funds holding VGT

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

COWA LLC's VGT Position: Q3 2026 in Review

COWA LLC sold out of Vanguard Information Technology ETF (VGT) in Q3 2026, closing a stake of 2,696 shares — an estimated $322K sold.

COWA LLC first reported a position in VGT in Q4 2025 and held it in 3 quarters. The position peaked at $322K in Q2 2026. 1,239 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • COWA LLC reported no remaining Vanguard Information Technology ETF position as of Q3 2026 after selling out during the quarter.
  • COWA LLC sold 2,696 Vanguard Information Technology ETF shares in Q3 2026, an estimated $322K.
  • COWA LLC first reported a position in Vanguard Information Technology ETF in Q4 2025 and held it in 3 quarters.
  • COWA LLC's Vanguard Information Technology ETF position peaked at $322K in Q2 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.