Herold Advisors
VGT icon

Herold Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Herold 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
Q3 		$496K Buy
3,943
+99
+3% +$11.8K 0.1% 174
2026
Q2 		$459K Sell
3,844
-36
-0.9% -$3.94K 0.09% 183
2026
Q1 		$339K Sell
3,880
-24
-0.6% -$2.21K 0.07% 210
2025
Q4 		$368K Sell
3,904
-8
-0.2% -$760 0.08% 188
2025
Q3 		$366K Sell
3,912
-80
-2% -$6.99K 0.08% 184
2025
Q2 		$331K Buy
3,992
+8
+0.2% +$582 0.07% 223
2025
Q1 		$271K Buy
3,984
+936
+31% +$70.5K 0.06% 234
2024
Q4 		$237K Sell
3,048
-80
-3% -$6.14K 0.05% 248
2024
Q3 		$229K Sell
3,128
-32
-1% -$2.27K 0.05% 247
2024
Q2 		$228K Sell
3,160
-16
-0.5% -$1.06K 0.05% 241
2024
Q1 		$208K Buy
+3,176
New +$201K 0.05% 251

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 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

Herold Advisors's VGT Position: Q3 2026 in Review

Herold Advisors increased its Vanguard Information Technology ETF (VGT) stake by 2.6% in Q3 2026, buying an estimated $11.8K and bringing the position to 3,943 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #174.

Herold Advisors first reported a position in VGT in Q1 2024 and has held it in 11 quarters since. 1,440 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • Herold Advisors held 3,943 shares of Vanguard Information Technology ETF worth $496K as of Q3 2026.
  • Herold Advisors bought 99 Vanguard Information Technology ETF shares in Q3 2026, an estimated $11.8K.
  • Vanguard Information Technology ETF made up 0.1% of Herold Advisors's portfolio in Q3 2026, its #174 holding.
  • Herold Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.