PW Nova Financial Services
VGT icon

PW Nova Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

PW Nova 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
Q3 		$8.72M Sell
69,375
-3,063
-4% -$364K 1.78% 11
2026
Q2 		$8.66M Sell
72,438
-90
-0.1% -$9.9K 1.86% 11
2026
Q1 		$6.33M Buy
72,528
+3,304
+5% +$304K 1.59% 14
2025
Q4 		$6.54M Buy
+69,224
New +$6.58M 2.48% 12

Other funds holding VGT

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JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PW Nova Financial Services's VGT Position: Q3 2026 in Review

PW Nova Financial Services reduced its Vanguard Information Technology ETF (VGT) stake by 4.2% in Q3 2026, selling an estimated $364K and leaving 69,375 shares worth $8.72M. The position accounts for 1.78% of the portfolio, ranked #11.

PW Nova Financial Services first reported a position in VGT in Q4 2025 and has held it in 4 quarters since. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • PW Nova Financial Services held 69,375 shares of Vanguard Information Technology ETF worth $8.72M as of Q3 2026.
  • PW Nova Financial Services sold 3,063 Vanguard Information Technology ETF shares in Q3 2026, an estimated $364K.
  • Vanguard Information Technology ETF made up 1.78% of PW Nova Financial Services's portfolio in Q3 2026, its #11 holding.
  • PW Nova Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.