Northwest Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Northwest 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	$486K	Buy	4,063 +335	+9%	+$36.7K	0.06%	43
2026 Q1	$325K	Hold	3,728	–	–	0.63%	49
2025 Q4	$351K	Sell	3,728 -1,336	-26%	-$127K	0.72%	44
2025 Q3	$473K	Buy	+5,064	New	+$442K	0.61%	46
2024 Q4	–	Sell	-1,336	Closed	-$97.9K	–	524
2024 Q3	$97.9K	Buy	+1,336	New	+$94.9K	0.08%	157
2024 Q1	–	Sell	-1,456	Closed	-$88.1K	–	505
2023 Q4	$88.1K	Buy	+1,456	New	+$81.1K	0.07%	156

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

Northwest Financial Advisors's VGT Position: Q2 2026 in Review

Northwest Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 9% in Q2 2026, buying an estimated $36.7K and bringing the position to 4,063 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #43.

Northwest Financial Advisors first reported a position in VGT in Q4 2023 and has held it in 6 quarters since. 2,195 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Northwest Financial Advisors held 4,063 shares of Vanguard Information Technology ETF worth $486K as of Q2 2026.
Northwest Financial Advisors bought 335 Vanguard Information Technology ETF shares in Q2 2026, an estimated $36.7K.
Vanguard Information Technology ETF made up 0.06% of Northwest Financial Advisors's portfolio in Q2 2026, its #43 holding.
Northwest Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 6 quarters since.
2,195 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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