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NW
NewEdge Wealth’s
Vanguard Information Technology ETF
VGT
Stock Holding History
NewEdge Wealth’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
Q1
$6.45M
Buy
73,960
+864
+1%
+$79.6K
0.08%
181
2025
Q4
$6.89M
Sell
73,096
-624
-0.8%
-$59.3K
0.08%
177
2025
Q3
$7.17M
Buy
73,720
+2,120
+3%
+$185K
0.1%
159
2025
Q2
$6.2M
Sell
71,600
-632
-0.9%
-$46K
0.1%
164
2025
Q1
$4.9M
Sell
72,232
-96,976
-57%
-$7.31M
0.09%
190
2024
Q4
$13.2M
Sell
169,208
-9,832
-5%
-$755K
0.23%
103
2024
Q3
$13.1M
Buy
179,040
+30,696
+21%
+$2.18M
0.24%
96
2024
Q2
$10.7M
Hold
148,344
–
–
0.23%
104
2024
Q1
$9.2M
Buy
148,344
+8,064
+6%
+$511K
0.21%
114
2023
Q4
$8.49M
Sell
140,280
-160
-0.1%
-$8.91K
0.22%
109
2023
Q3
$7.28M
Sell
140,440
-1,576
-1%
-$85.7K
0.23%
108
2023
Q2
$7.85M
Sell
142,016
-3,000
-2%
-$151K
0.26%
100
2023
Q1
$6.99M
Buy
145,016
+10,552
+8%
+$466K
0.27%
96
2022
Q4
$5.37M
Buy
134,464
+968
+0.7%
+$39.5K
0.23%
100
2022
Q3
$5.13M
Sell
133,496
-8
-0%
-$352
0.24%
99
2022
Q2
$5.45M
Sell
133,504
-2,288
-2%
-$103K
0.25%
101
2022
Q1
$7.07M
Buy
135,792
+3,504
+3%
+$180K
0.31%
87
2021
Q4
$7.58M
Buy
132,288
+111,776
+545%
+$6.14M
0.32%
83
2021
Q3
$1.03M
Sell
20,512
-480
-2%
-$24.9K
0.06%
178
2021
Q2
$1.05M
Buy
20,992
+32
+0.2%
+$1.51K
0.08%
172
2021
Q1
$939K
Buy
+20,960
New
+$943K
0.09%
168
Other funds holding VGT
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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