New England Capital Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

New England Capital Financial 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 Q2	$92.2K	Buy	771 +3	+0.4%	+$328	0.02%	95
2026 Q1	$67.2K	Hold	768	–	–	0.02%	110
2025 Q4	$72.6K	Hold	768	–	–	0.03%	107
2025 Q3	$71.9K	Hold	768	–	–	0.03%	102
2025 Q2	$63.8K	Hold	768	–	–	0.03%	102
2025 Q1	$52.2K	Sell	768 -144	-16%	-$10.8K	0.03%	110
2024 Q4	$71K	Hold	912	–	–	0.03%	98
2024 Q3	$66.9K	Hold	912	–	–	0.03%	97
2024 Q2	$65.7K	Buy	912 +448	+97%	+$29.8K	0.04%	94
2024 Q1	$30.4K	Sell	464 -25,704	-98%	-$1.63M	0.02%	145
2023 Q4	$1.58M	Buy	26,168 +96	+0.4%	+$5.35K	0.95%	16
2023 Q3	$1.35M	Buy	26,072 +40	+0.2%	+$2.17K	0.93%	16
2023 Q2	$1.44M	Hold	26,032	–	–	0.95%	17
2023 Q1	$1.25M	Buy	26,032 +56	+0.2%	+$2.48K	0.89%	17
2022 Q4	$1.1M	Buy	+25,976	New	+$1.06M	0.78%	17

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

New England Capital Financial Advisors's VGT Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.39% in Q2 2026, buying an estimated $328 and bringing the position to 771 shares worth $92.2K. The position accounts for 0.02% of the portfolio, ranked #95.

New England Capital Financial Advisors first reported a position in VGT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q4 2023. 2,187 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

New England Capital Financial Advisors held 771 shares of Vanguard Information Technology ETF worth $92.2K as of Q2 2026.
New England Capital Financial Advisors bought 3 Vanguard Information Technology ETF shares in Q2 2026, an estimated $328.
Vanguard Information Technology ETF made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #95 holding.
New England Capital Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Vanguard Information Technology ETF position peaked at $1.58M in Q4 2023.
2,187 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.