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 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 $1.37T 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

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

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

LPL Financial San Diego, California $377B 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 $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Financial Advisors's VGT Position: Q1 2026 in Review

Northwest Financial Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,728 shares worth $325K. The position accounts for 0.63% of the portfolio, ranked #49.

Northwest Financial Advisors first reported a position in VGT in Q4 2023 and has held it in 5 quarters since. The position peaked at $473K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Northwest Financial Advisors held 3,728 shares of Vanguard Information Technology ETF worth $325K as of Q1 2026.
Northwest Financial Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.63% of Northwest Financial Advisors's portfolio in Q1 2026, its #49 holding.
Northwest Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 5 quarters since.
Northwest Financial Advisors's Vanguard Information Technology ETF position peaked at $473K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.