Northwest Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Northwest Wealth Management’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	$259K	Buy	+2,170	New	+$238K	0.03%	219
2025 Q3	–	Sell	-2,856	Closed	-$237K	–	236
2025 Q2	$237K	Buy	+2,856	New	+$208K	0.04%	174
2019 Q2	–	Sell	-3,136	Closed	-$79K	–	456
2019 Q1	$79K	Buy	3,136 +2,496	+390%	+$58K	0.06%	178
2018 Q4	$13K	Hold	640	–	–	0.01%	310
2018 Q3	$16K	Sell	640 -3,200	-83%	-$77.8K	0.01%	320
2018 Q2	$87K	Hold	3,840	–	–	0.07%	163
2018 Q1	$82K	Buy	+3,840	New	+$83.8K	0.06%	164

Other funds holding VGT

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Northwest Wealth Management's VGT Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,170 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in VGT as recently as Q2 2025.

Northwest Wealth Management first reported a position in VGT in Q1 2018 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Northwest Wealth Management held 2,170 shares of Vanguard Information Technology ETF worth $259K as of Q2 2026.
Vanguard Information Technology ETF was a new Northwest Wealth Management position in Q2 2026.
Vanguard Information Technology ETF made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #219 holding.
Northwest Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 7 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.