Novak & Powell Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Novak & Powell Financial 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
2026 Q1	$281K	Hold	3,224	–	–	0.15%	131
2025 Q4	$304K	Hold	3,224	–	–	0.16%	122
2025 Q3	$301K	Hold	3,224	–	–	0.16%	124
2025 Q2	$267K	Buy	+3,224	New	+$234K	0.19%	115
2024 Q4	–	Sell	-66,512	Closed	-$818K	–	165
2024 Q3	$818K	Buy	+66,512	New	+$4.73M	0.47%	52

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

Novak & Powell Financial Services's VGT Position: Q1 2026 in Review

Novak & Powell Financial Services held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,224 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #131.

Novak & Powell Financial Services first reported a position in VGT in Q3 2024 and has held it in 5 quarters since. The position peaked at $818K in Q3 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Novak & Powell Financial Services held 3,224 shares of Vanguard Information Technology ETF worth $281K as of Q1 2026.
Novak & Powell Financial Services left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.15% of Novak & Powell Financial Services's portfolio in Q1 2026, its #131 holding.
Novak & Powell Financial Services first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 5 quarters since.
Novak & Powell Financial Services's Vanguard Information Technology ETF position peaked at $818K in Q3 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.