GWN Securities’s Vanguard Information Technology ETF VGT Stock Holding History

GWN Securities’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	$8.17M	Buy	64,992 +1,514	+2%	+$180K	1.28%	8
2026 Q2	$7.59M	Sell	63,478 -938	-1%	-$103K	1.27%	7
2026 Q1	$5.62M	Buy	64,416 +1,496	+2%	+$138K	1.08%	12
2025 Q4	$5.93M	Sell	62,920 -10,904	-15%	-$1.04M	1.2%	12
2025 Q3	$6.9M	Sell	73,824 -74,816	-50%	-$6.54M	1.6%	9
2025 Q2	$12.3M	Sell	148,640 -199,384	-57%	-$14.5M	2.29%	3
2025 Q1	$26.5M	Buy	348,024 +276,416	+386%	+$20.8M	1.5%	8
2024 Q4	$5.72M	Buy	+71,608	New	+$5.5M	1.53%	10

Other funds holding VGT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

GWN Securities's VGT Position: Q3 2026 in Review

GWN Securities increased its Vanguard Information Technology ETF (VGT) stake by 2.4% in Q3 2026, buying an estimated $180K and bringing the position to 64,992 shares worth $8.17M. The position accounts for 1.28% of the portfolio, ranked #8.

GWN Securities first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.5M in Q1 2025. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

GWN Securities held 64,992 shares of Vanguard Information Technology ETF worth $8.17M as of Q3 2026.
GWN Securities bought 1,514 Vanguard Information Technology ETF shares in Q3 2026, an estimated $180K.
Vanguard Information Technology ETF made up 1.28% of GWN Securities's portfolio in Q3 2026, its #8 holding.
GWN Securities first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
GWN Securities's Vanguard Information Technology ETF position peaked at $26.5M in Q1 2025.
2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on GWN Securities's 13F filing for Q3 2026, filed 12 Nov 2026.