HWA
VGT icon

Hillcrest Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Hillcrest Wealth 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
Q1 		$4.06M Buy
46,600
+33,200
+248% +$3.06M 1.65% 16
2025
Q4 		$1.26M Buy
13,400
+3,000
+29% +$285K 0.54% 23
2025
Q3 		$971K Buy
10,400
+600
+6% +$52.4K 0.44% 25
2025
Q2 		$813K Sell
9,800
-2,800
-22% -$204K 0.38% 28
2025
Q1 		$854K Buy
12,600
+2,800
+29% +$211K 0.42% 27
2024
Q4 		$762K Hold
9,800
– – 0.36% 29
2024
Q3 		$718K Hold
9,800
– – 0.36% 26
2024
Q2 		$706K Hold
9,800
– – 0.38% 28
2024
Q1 		$642K Hold
9,800
– – 0.35% 30
2023
Q4 		$593K Sell
9,800
-9,800
-50% -$546K 0.33% 31
2023
Q3 		$1.02M Buy
19,600
+9,400
+92% +$511K 0.58% 26
2023
Q2 		$564K Sell
10,200
-29,656
-74% -$1.49M 0.33% 31
2023
Q1 		$1.92M Sell
39,856
-26,024
-40% -$1.15M 1.14% 22
2022
Q4 		$2.63M Buy
65,880
+10,064
+18% +$411K 1.57% 18
2022
Q3 		$2.15M Buy
55,816
+3,160
+6% +$139K 1.36% 20
2022
Q2 		$2.15M Buy
52,656
+18,456
+54% +$831K 1.3% 20
2022
Q1 		$1.77M Sell
34,200
-600
-2% -$30.8K 0.98% 23
2021
Q4 		$1.99M Sell
34,800
-4,600
-12% -$253K 1.07% 24
2021
Q3 		$1.98M Buy
39,400
+4,600
+13% +$238K 1.17% 22
2021
Q2 		$1.74M Sell
34,800
-2,640
-7% -$125K 1.05% 22
2021
Q1 		$1.68M Buy
37,440
+1,200
+3% +$54K 1.02% 24
2020
Q4 		$1.6M Buy
36,240
+2,040
+6% +$83.9K 1.07% 23
2020
Q3 		$1.33M Buy
34,200
+18,400
+116% +$693K 0.95% 23
2020
Q2 		$550K Sell
15,800
-30,360
-66% -$947K 0.48% 27
2020
Q1 		$1.22M Buy
46,160
+29,760
+181% +$902K 1.22% 22
2019
Q4 		$502K Sell
16,400
-4,400
-21% -$126K 0.42% 26
2019
Q3 		$560K Sell
20,800
-2,800
-12% -$75.4K 0.48% 27
2019
Q2 		$622K Sell
23,600
-4,600
-16% -$119K 0.52% 27
2019
Q1 		$707K Sell
28,200
-36,352
-56% -$845K 0.62% 24
2018
Q4 		$1.35M Buy
+64,552
New +$1.46M 1.25% 23

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hillcrest Wealth Advisors's VGT Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 248% in Q1 2026, buying an estimated $3.06M and bringing the position to 46,600 shares worth $4.06M. The position accounts for 1.65% of the portfolio, ranked #16.

Hillcrest Wealth Advisors first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Hillcrest Wealth Advisors held 46,600 shares of Vanguard Information Technology ETF worth $4.06M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 33,200 Vanguard Information Technology ETF shares in Q1 2026, an estimated $3.06M.
  • Vanguard Information Technology ETF made up 1.65% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Hillcrest Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.