Nadler Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Nadler Financial Group’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	$833K	Buy	6,968 +2,920	+72%	+$320K	0.07%	61
2026 Q1	$353K	Hold	4,048	–	–	0.03%	100
2025 Q4	$381K	Buy	4,048 +80	+2%	+$7.6K	0.04%	96
2025 Q3	$370K	Hold	3,968	–	–	0.04%	97
2025 Q2	$329K	Hold	3,968	–	–	0.03%	97
2025 Q1	$269K	Hold	3,968	–	–	0.03%	101
2024 Q4	$308K	Hold	3,968	–	–	0.03%	95
2024 Q3	$291K	Hold	3,968	–	–	0.03%	93
2024 Q2	$286K	Hold	3,968	–	–	0.03%	87
2024 Q1	$260K	Sell	3,968 -160	-4%	-$10.1K	0.03%	93
2023 Q4	$250K	Hold	4,128	–	–	0.03%	91
2023 Q3	$214K	Hold	4,128	–	–	0.03%	99
2023 Q2	$228K	Buy	+4,128	New	+$207K	0.03%	102
2022 Q2	–	Sell	-4,048	Closed	-$211K	–	123
2022 Q1	$211K	Buy	4,048 +64	+2%	+$3.28K	0.03%	113
2021 Q4	$228K	Buy	+3,984	New	+$219K	0.03%	120
2021 Q2	–	Sell	-5,912	Closed	-$265K	–	135
2021 Q1	$265K	Buy	+5,912	New	+$266K	0.05%	99

Other funds holding VGT

HIIFS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Nadler Financial Group's VGT Position: Q2 2026 in Review

Nadler Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 72% in Q2 2026, buying an estimated $320K and bringing the position to 6,968 shares worth $833K. The position accounts for 0.07% of the portfolio, ranked #61.

Nadler Financial Group first reported a position in VGT in Q1 2021 and has held it in 16 quarters since. 1,129 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Nadler Financial Group held 6,968 shares of Vanguard Information Technology ETF worth $833K as of Q2 2026.
Nadler Financial Group bought 2,920 Vanguard Information Technology ETF shares in Q2 2026, an estimated $320K.
Vanguard Information Technology ETF made up 0.07% of Nadler Financial Group's portfolio in Q2 2026, its #61 holding.
Nadler Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 16 quarters since.
1,129 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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