Nicolet Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$344K	Buy	3,592 +72	+2%	+$6.84K	0.02%	300
2025 Q3	$332K	Buy	+3,520	New	+$308K	0.03%	303
2022 Q2	–	Sell	-5,912	Closed	-$294K	–	203
2022 Q1	$294K	Sell	5,912 -272	-4%	-$14K	0.04%	148
2021 Q4	$354K	Buy	6,184 +512	+9%	+$28.1K	0.04%	130
2021 Q3	$284K	Sell	5,672 -40	-0.7%	-$2.07K	0.04%	158
2021 Q2	$285K	Sell	5,712 -8	-0.1%	-$377	0.04%	148
2021 Q1	$256K	Sell	5,720 -32	-0.6%	-$1.44K	0.04%	147
2020 Q4	$254K	Hold	5,752	–	–	0.04%	151
2020 Q3	$224K	Sell	5,752 -216	-4%	-$8.13K	0.03%	150
2020 Q2	$208K	Sell	5,968 -3,752	-39%	-$117K	0.03%	195
2020 Q1	$257K	Buy	9,720 +752	+8%	+$22.8K	0.05%	153
2019 Q4	$274K	Sell	8,968 -1,056	-11%	-$30.2K	0.04%	142
2019 Q3	$270K	Hold	10,024	–	–	0.04%	135
2019 Q2	$264K	Sell	10,024 -24	-0.2%	-$619	0.04%	133
2019 Q1	$252K	Buy	+10,048	New	+$233K	0.04%	128

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $570B AUM 27.57% 1-Year Est. Return

Nicolet Advisory Services's VGT Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 2% in Q4 2025, buying an estimated $6.84K and bringing the position to 3,592 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #300.

Nicolet Advisory Services first reported a position in VGT in Q1 2019 and has held it in 15 quarters since. The position peaked at $354K in Q4 2021. 2,022 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

Nicolet Advisory Services held 3,592 shares of Vanguard Information Technology ETF worth $344K as of Q4 2025.
Nicolet Advisory Services bought 72 Vanguard Information Technology ETF shares in Q4 2025, an estimated $6.84K.
Vanguard Information Technology ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #300 holding.
Nicolet Advisory Services first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 15 quarters since.
Nicolet Advisory Services's Vanguard Information Technology ETF position peaked at $354K in Q4 2021.
2,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.