NWF Advisory Services
VGT icon

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
Q3 		$15.4M Sell
122,265
-744
-0.6% -$88.4K 1.43% 16
2026
Q2 		$14.7M Buy
123,009
+5,561
+5% +$609K 1.38% 17
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 		$9.5M 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

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

NWF Advisory Services's VGT Position: Q3 2026 in Review

NWF Advisory Services reduced its Vanguard Information Technology ETF (VGT) stake by 0.6% in Q3 2026, selling an estimated $88.4K and leaving 122,265 shares worth $15.4M. The position accounts for 1.43% of the portfolio, ranked #16.

NWF Advisory Services first reported a position in VGT in Q1 2023 and has held it in 15 quarters since. 518 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • NWF Advisory Services held 122,265 shares of Vanguard Information Technology ETF worth $15.4M as of Q3 2026.
  • NWF Advisory Services sold 744 Vanguard Information Technology ETF shares in Q3 2026, an estimated $88.4K.
  • Vanguard Information Technology ETF made up 1.43% of NWF Advisory Services's portfolio in Q3 2026, its #16 holding.
  • NWF Advisory Services first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 15 quarters since.
  • 518 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.