NWF Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

NWF Advisory 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	$10.2M	Buy	117,448 +144	+0.1%	+$13.3K	1.16%	21
2025 Q4	$11.1M	Sell	117,304 -2,744	-2%	-$261K	1.22%	20
2025 Q3	$11.2M	Buy	120,048 +5,224	+5%	+$456K	1.23%	20
2025 Q2	$9.52M	Buy	114,824 +8,928	+8%	+$649K	1.14%	23
2025 Q1	$7.18M	Sell	105,896 -5,760	-5%	-$434K	1.01%	24
2024 Q4	$8.68M	Buy	111,656 +8,208	+8%	+$630K	1.27%	24
2024 Q3	$7.58M	Buy	103,448 +2,256	+2%	+$160K	1.1%	26
2024 Q2	$7.29M	Sell	101,192 -56	-0.1%	-$3.72K	1.16%	25
2024 Q1	$6.64M	Buy	101,248 +6,984	+7%	+$443K	1.11%	24
2023 Q4	$5.7M	Buy	94,264 +1,328	+1%	+$74K	1.14%	21
2023 Q3	$4.82M	Buy	92,936 +768	+0.8%	+$41.8K	1.13%	22
2023 Q2	$5.09M	Hold	92,168	–	–	1.18%	20
2023 Q1	$5.09M	Buy	+92,168	New	+$4.07M	1.18%	20

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

NWF Advisory Services's VGT Position: Q1 2026 in Review

NWF Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 0.12% in Q1 2026, buying an estimated $13.3K and bringing the position to 117,448 shares worth $10.2M. The position accounts for 1.16% of the portfolio, ranked #21.

NWF Advisory Services first reported a position in VGT in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.2M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

NWF Advisory Services held 117,448 shares of Vanguard Information Technology ETF worth $10.2M as of Q1 2026.
NWF Advisory Services bought 144 Vanguard Information Technology ETF shares in Q1 2026, an estimated $13.3K.
Vanguard Information Technology ETF made up 1.16% of NWF Advisory Services's portfolio in Q1 2026, its #21 holding.
NWF Advisory Services first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Vanguard Information Technology ETF position peaked at $11.2M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.