NIWA
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New Insight Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

New Insight 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
Q2 		$14.6M Sell
122,345
-55
-0% -$6.02K 4.31% 4
2026
Q1 		$10.7M Sell
122,400
-56
-0% -$5.16K 3.83% 4
2025
Q4 		$11.5M Buy
122,456
+5,392
+5% +$512K 4.12% 4
2025
Q3 		$10.9M Sell
117,064
-840
-0.7% -$73.4K 4.11% 4
2025
Q2 		$9.78M Sell
117,904
-2,560
-2% -$186K 4.02% 7
2025
Q1 		$8.17M Buy
120,464
+16,056
+15% +$1.21M 3.71% 7
2024
Q4 		$8.12M Buy
104,408
+5,216
+5% +$401K 4.06% 8
2024
Q3 		$7.27M Buy
99,192
+7,856
+9% +$558K 3.83% 8
2024
Q2 		$6.58M Buy
91,336
+5,464
+6% +$363K 3.88% 9
2024
Q1 		$5.63M Buy
85,872
+5,360
+7% +$340K 3.51% 9
2023
Q4 		$4.87M Buy
+80,512
New +$4.49M 3.28% 9

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

New Insight Wealth Advisors's VGT Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.04% in Q2 2026, selling an estimated $6.02K and leaving 122,345 shares worth $14.6M. The position accounts for 4.31% of the portfolio, ranked #4.

New Insight Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 11 quarters since. 2,189 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • New Insight Wealth Advisors held 122,345 shares of Vanguard Information Technology ETF worth $14.6M as of Q2 2026.
  • New Insight Wealth Advisors sold 55 Vanguard Information Technology ETF shares in Q2 2026, an estimated $6.02K.
  • Vanguard Information Technology ETF made up 4.31% of New Insight Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • New Insight Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,189 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.