N.E.W. Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

N.E.W. Advisory Services’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	$6.31M	Buy	52,766 +1,558	+3%	+$171K	0.42%	41
2026 Q1	$4.47M	Sell	51,208 -192	-0.4%	-$17.7K	0.33%	47
2025 Q4	$4.84M	Sell	51,400 -720	-1%	-$68.4K	0.36%	46
2025 Q3	$4.86M	Sell	52,120 -816	-2%	-$71.3K	0.43%	33
2025 Q2	$4.39M	Sell	52,936 -9,120	-15%	-$663K	0.43%	33
2025 Q1	$4.21M	Buy	62,056 +5,880	+10%	+$443K	0.32%	49
2024 Q4	$4.37M	Sell	56,176 -1,992	-3%	-$153K	0.41%	40
2024 Q3	$4.26M	Sell	58,168 -3,144	-5%	-$223K	0.42%	37
2024 Q2	$4.42M	Sell	61,312 -1,792	-3%	-$119K	0.48%	36
2024 Q1	$4.14M	Sell	63,104 -56	-0.1%	-$3.55K	0.46%	36
2023 Q4	$3.82M	Sell	63,160 -3,456	-5%	-$193K	0.46%	35
2023 Q3	$3.45M	Sell	66,616 -64	-0.1%	-$3.48K	0.49%	34
2023 Q2	$3.69M	Sell	66,680 -968	-1%	-$48.6K	0.51%	30
2023 Q1	$3.26M	Sell	67,648 -600	-0.9%	-$26.5K	0.47%	30
2022 Q4	$2.72M	Sell	68,248 -2,944	-4%	-$120K	0.43%	34
2022 Q3	$2.73M	Buy	71,192 +136	+0.2%	+$5.98K	0.5%	32
2022 Q2	$2.9M	Buy	71,056 +11,848	+20%	+$534K	0.51%	30
2022 Q1	$2.65M	Sell	59,208 -5,184	-8%	-$266K	0.5%	28
2021 Q4	$3.69M	Buy	64,392 +936	+1%	+$51.4K	0.56%	26
2021 Q3	$3.18M	Sell	63,456 -896	-1%	-$46.4K	0.52%	26
2021 Q2	$3.21M	Buy	64,352 +5,144	+9%	+$243K	0.54%	25
2021 Q1	$2.71M	Sell	59,208 -4,256	-7%	-$191K	0.51%	29
2020 Q4	$2.8M	Sell	63,464 -11,200	-15%	-$461K	0.59%	31
2020 Q3	$2.91M	Buy	74,664 +1,032	+1%	+$38.8K	0.82%	24
2020 Q2	$2.56M	Buy	+73,632	New	+$2.3M	0.8%	25
2019 Q4	$1.63M	Buy	+53,256	New	+$1.52M	0.53%	31

Other funds holding VGT

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

N.E.W. Advisory Services's VGT Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 3% in Q2 2026, buying an estimated $171K and bringing the position to 52,766 shares worth $6.31M. The position accounts for 0.42% of the portfolio, ranked #41.

N.E.W. Advisory Services first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. 1,671 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

N.E.W. Advisory Services held 52,766 shares of Vanguard Information Technology ETF worth $6.31M as of Q2 2026.
N.E.W. Advisory Services bought 1,558 Vanguard Information Technology ETF shares in Q2 2026, an estimated $171K.
Vanguard Information Technology ETF made up 0.42% of N.E.W. Advisory Services's portfolio in Q2 2026, its #41 holding.
N.E.W. Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
1,671 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.