CWS Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

CWS Financial 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	$2.8M	Buy	23,453 +29	+0.1%	+$3.17K	0.62%	26
2026 Q1	$2.04M	Sell	23,424 -144	-0.6%	-$13.3K	0.52%	30
2025 Q4	$2.22M	Buy	23,568 +24	+0.1%	+$2.28K	0.6%	25
2025 Q3	$2.2M	Buy	23,544 +24	+0.1%	+$2.1K	0.61%	23
2025 Q2	$1.95M	Buy	+23,520	New	+$1.71M	0.57%	26

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CWS Financial Advisors's VGT Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.12% in Q2 2026, buying an estimated $3.17K and bringing the position to 23,453 shares worth $2.8M. The position accounts for 0.62% of the portfolio, ranked #26.

CWS Financial Advisors first reported a position in VGT in Q2 2025 and has held it in 5 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

CWS Financial Advisors held 23,453 shares of Vanguard Information Technology ETF worth $2.8M as of Q2 2026.
CWS Financial Advisors bought 29 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.17K.
Vanguard Information Technology ETF made up 0.62% of CWS Financial Advisors's portfolio in Q2 2026, its #26 holding.
CWS Financial Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 5 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.