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Neville Rodie & Shaw’s Vanguard Information Technology ETF VGT Stock Holding History

Neville Rodie & Shaw’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 		$10.8M Buy
90,276
+100
+0.1% +$10.9K 0.7% 37
2026
Q1 		$7.87M Hold
90,176
– – 0.57% 44
2025
Q4 		$8.5M Buy
90,176
+1,768
+2% +$168K 0.6% 42
2025
Q3 		$8.25M Sell
88,408
-9,856
-10% -$861K 0.6% 43
2025
Q2 		$8.15M Buy
98,264
+1,200
+1% +$87.3K 0.6% 43
2025
Q1 		$6.58M Sell
97,064
-24
-0% -$1.81K 0.52% 48
2024
Q4 		$7.55M Buy
97,088
+96
+0.1% +$7.37K 0.55% 48
2024
Q3 		$7.11M Buy
96,992
+2,920
+3% +$208K 0.52% 50
2024
Q2 		$6.78M Buy
94,072
+1,400
+2% +$93.1K 0.51% 47
2024
Q1 		$6.07M Hold
92,672
– – 0.46% 51
2023
Q4 		$5.61M Buy
92,672
+1,720
+2% +$95.8K 0.46% 53
2023
Q3 		$4.72M Hold
90,952
– – 0.42% 56
2023
Q2 		$5.03M Buy
90,952
+272
+0.3% +$13.7K 0.43% 55
2023
Q1 		$4.37M Sell
90,680
-2,200
-2% -$97.3K 0.4% 58
2022
Q4 		$3.71M Sell
92,880
-3,752
-4% -$153K 0.35% 63
2022
Q3 		$3.71M Sell
96,632
-864
-0.9% -$38K 0.37% 59
2022
Q2 		$3.98M Sell
97,496
-520
-0.5% -$23.4K 0.36% 62
2022
Q1 		$5.09M Hold
98,016
– – 0.38% 63
2021
Q4 		$5.61M Buy
98,016
+800
+0.8% +$43.9K 0.4% 56
2021
Q3 		$4.88M Buy
97,216
+80
+0.1% +$4.15K 0.38% 59
2021
Q2 		$4.84M Sell
97,136
-1,000
-1% -$47.2K 0.37% 59
2021
Q1 		$4.4M Sell
98,136
-2,280
-2% -$103K 0.36% 59
2020
Q4 		$4.44M Sell
100,416
-976
-1% -$40.1K 0.38% 57
2020
Q3 		$3.95M Buy
101,392
+536
+0.5% +$20.2K 0.37% 59
2020
Q2 		$3.51M Buy
100,856
+2,400
+2% +$74.9K 0.36% 58
2020
Q1 		$2.61M Sell
98,456
-224
-0.2% -$6.79K 0.32% 69
2019
Q4 		$3.02M Buy
98,680
+144
+0.1% +$4.12K 0.3% 79
2019
Q3 		$2.65M Sell
98,536
-2,400
-2% -$64.6K 0.28% 85
2019
Q2 		$2.66M Buy
100,936
+3,664
+4% +$94.5K 0.28% 88
2019
Q1 		$2.44M Buy
97,272
+7,720
+9% +$179K 0.26% 87
2018
Q4 		$1.87M Buy
+89,552
New +$2.03M 0.23% 92

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Neville Rodie & Shaw's VGT Position: Q2 2026 in Review

Neville Rodie & Shaw increased its Vanguard Information Technology ETF (VGT) stake by 0.11% in Q2 2026, buying an estimated $10.9K and bringing the position to 90,276 shares worth $10.8M. The position accounts for 0.7% of the portfolio, ranked #37.

Neville Rodie & Shaw first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,194 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Neville Rodie & Shaw held 90,276 shares of Vanguard Information Technology ETF worth $10.8M as of Q2 2026.
  • Neville Rodie & Shaw bought 100 Vanguard Information Technology ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Information Technology ETF made up 0.7% of Neville Rodie & Shaw's portfolio in Q2 2026, its #37 holding.
  • Neville Rodie & Shaw first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.