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 Q2	$384K	Sell	3,215 -9	-0.3%	-$985	0.18%	115
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 $1.55T 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

Novak & Powell Financial Services's VGT Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Information Technology ETF (VGT) stake by 0.28% in Q2 2026, selling an estimated $985 and leaving 3,215 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #115.

Novak & Powell Financial Services first reported a position in VGT in Q3 2024 and has held it in 6 quarters since. The position peaked at $818K in Q3 2024. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Novak & Powell Financial Services held 3,215 shares of Vanguard Information Technology ETF worth $384K as of Q2 2026.
Novak & Powell Financial Services sold 9 Vanguard Information Technology ETF shares in Q2 2026, an estimated $985.
Vanguard Information Technology ETF made up 0.18% of Novak & Powell Financial Services's portfolio in Q2 2026, its #115 holding.
Novak & Powell Financial Services first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 6 quarters since.
Novak & Powell Financial Services's Vanguard Information Technology ETF position peaked at $818K in Q3 2024.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.