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 Q2	$727K	Buy	6,083 +995	+20%	+$109K	0.23%	84
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 $1.55T 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

Nvest Financial's VGT Position: Q2 2026 in Review

Nvest Financial increased its Vanguard Information Technology ETF (VGT) stake by 20% in Q2 2026, buying an estimated $109K and bringing the position to 6,083 shares worth $727K. The position accounts for 0.23% of the portfolio, ranked #84.

Nvest Financial first reported a position in VGT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q2 2024. 2,193 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Nvest Financial held 6,083 shares of Vanguard Information Technology ETF worth $727K as of Q2 2026.
Nvest Financial bought 995 Vanguard Information Technology ETF shares in Q2 2026, an estimated $109K.
Vanguard Information Technology ETF made up 0.23% of Nvest Financial's portfolio in Q2 2026, its #84 holding.
Nvest Financial first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 12 quarters since.
Nvest Financial's Vanguard Information Technology ETF position peaked at $2.22M in Q2 2024.
2,193 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.