Nvest Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Nvest Financial’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	$444K	Sell	5,088 -8	-0.2%	-$737	0.17%	98
2025 Q4	$480K	Sell	5,096 -136	-3%	-$12.9K	0.2%	85
2025 Q3	$488K	Sell	5,232 -400	-7%	-$35K	0.28%	71
2025 Q2	$467K	Buy	5,632 +8	+0.1%	+$582	0.24%	70
2025 Q1	$381K	Sell	5,624 -10,272	-65%	-$774K	0.2%	72
2024 Q4	$1.24M	Buy	15,896 +3,808	+32%	+$292K	0.63%	44
2024 Q3	$886K	Sell	12,088 -18,712	-61%	-$1.33M	0.51%	54
2024 Q2	$2.22M	Buy	30,800 +14,488	+89%	+$963K	1.36%	24
2024 Q1	$1.07M	Buy	16,312 +8,056	+98%	+$511K	0.71%	40
2023 Q4	$500K	Buy	8,256 +4,200	+104%	+$234K	0.39%	51
2023 Q3	$210K	Buy	+4,056	New	+$221K	0.2%	59

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

Nvest Financial's VGT Position: Q1 2026 in Review

Nvest Financial reduced its Vanguard Information Technology ETF (VGT) stake by 0.16% in Q1 2026, selling an estimated $737 and leaving 5,088 shares worth $444K. The position accounts for 0.17% of the portfolio, ranked #98.

Nvest Financial first reported a position in VGT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q2 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Nvest Financial held 5,088 shares of Vanguard Information Technology ETF worth $444K as of Q1 2026.
Nvest Financial sold 8 Vanguard Information Technology ETF shares in Q1 2026, an estimated $737.
Vanguard Information Technology ETF made up 0.17% of Nvest Financial's portfolio in Q1 2026, its #98 holding.
Nvest Financial first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 11 quarters since.
Nvest Financial's Vanguard Information Technology ETF position peaked at $2.22M in Q2 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.