River Wealth Advisors
VGT icon

River Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

River Wealth Advisors’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 		$501K Sell
3,988
-235
-6% -$27.9K 0.05% 143
2026
Q2 		$505K Buy
4,223
+71
+2% +$7.77K 0.05% 159
2026
Q1 		$362K Hold
4,152
– – 0.04% 167
2025
Q4 		$391K Hold
4,152
– – 0.04% 164
2025
Q3 		$388K Hold
4,152
– – 0.05% 165
2025
Q2 		$344K Hold
4,152
– – 0.04% 173
2025
Q1 		$281K Sell
4,152
-2,672
-39% -$201K 0.04% 180
2024
Q4 		$530K Sell
6,824
-1,392
-17% -$107K 0.07% 150
2024
Q3 		$602K Sell
8,216
-8
-0.1% -$569 0.08% 139
2024
Q2 		$593K Hold
8,224
– – 0.09% 130
2024
Q1 		$539K Hold
8,224
– – 0.08% 139
2023
Q4 		$498K Sell
8,224
-760
-8% -$42.3K 0.08% 143
2023
Q3 		$466K Sell
8,984
-3,264
-27% -$177K 0.08% 143
2023
Q2 		$677K Sell
12,248
-400
-3% -$20.1K 0.11% 135
2023
Q1 		$609K Sell
12,648
-720
-5% -$31.8K 0.11% 136
2022
Q4 		$534K Hold
13,368
– – 0.1% 140
2022
Q3 		$514K Sell
13,368
-6,920
-34% -$304K 0.11% 137
2022
Q2 		$828K Buy
20,288
+240
+1% +$10.8K 0.15% 124
2022
Q1 		$1.04M Buy
20,048
+200
+1% +$10.3K 0.17% 117
2021
Q4 		$1.14M Buy
19,848
+1,008
+5% +$55.3K 0.18% 112
2021
Q3 		$945K Sell
18,840
-32
-0.2% -$1.66K 0.16% 114
2021
Q2 		$941K Buy
18,872
+408
+2% +$19.2K 0.16% 116
2021
Q1 		$827K Sell
18,464
-120
-0.6% -$5.4K 0.16% 118
2020
Q4 		$822K Sell
18,584
-120
-0.6% -$4.94K 0.18% 111
2020
Q3 		$728K Sell
18,704
-248
-1% -$9.34K 0.19% 109
2020
Q2 		$660K Buy
18,952
+16
+0.1% +$499 0.2% 107
2020
Q1 		$501K Buy
18,936
+1,392
+8% +$42.2K 0.2% 106
2019
Q4 		$537K Buy
17,544
+3,000
+21% +$85.9K 0.18% 109
2019
Q3 		$392K Buy
14,544
+6,400
+79% +$172K 0.15% 124
2019
Q2 		$215K Buy
+8,144
New +$210K 0.08% 158
2019
Q1 		– Sell
-6,472
Closed -$135K – 482
2018
Q4 		$135K Sell
6,472
-3,600
-36% -$81.6K 0.06% 172
2018
Q3 		$255K Buy
10,072
+536
+6% +$13K 0.09% 151
2018
Q2 		$216K Buy
+9,536
New +$214K 0.08% 156

Other funds holding VGT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

River Wealth Advisors's VGT Position: Q3 2026 in Review

River Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 5.6% in Q3 2026, selling an estimated $27.9K and leaving 3,988 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #143.

River Wealth Advisors first reported a position in VGT in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.14M in Q4 2021. 1,820 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • River Wealth Advisors held 3,988 shares of Vanguard Information Technology ETF worth $501K as of Q3 2026.
  • River Wealth Advisors sold 235 Vanguard Information Technology ETF shares in Q3 2026, an estimated $27.9K.
  • Vanguard Information Technology ETF made up 0.05% of River Wealth Advisors's portfolio in Q3 2026, its #143 holding.
  • River Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 33 quarters since.
  • River Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.14M in Q4 2021.
  • 1,820 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.