Values First Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Values First 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	$368K	Hold	2,928	–	–	0.17%	130
2026 Q2	$350K	Hold	2,928	–	–	0.16%	138
2026 Q1	$255K	Hold	2,928	–	–	0.13%	146
2025 Q4	$276K	Sell	2,928 -696	-19%	-$66.1K	0.14%	144
2025 Q3	$338K	Sell	3,624 -856	-19%	-$74.8K	0.18%	128
2025 Q2	$371K	Hold	4,480	–	–	0.2%	131
2025 Q1	$304K	Hold	4,480	–	–	0.18%	139
2024 Q4	$348K	Buy	+4,480	New	+$344K	0.19%	129

Other funds holding VGT

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Values First Advisors's VGT Position: Q3 2026 in Review

Values First Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 2,928 shares worth $368K. The position accounts for 0.17% of the portfolio, ranked #130.

Values First Advisors first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. The position peaked at $371K in Q2 2025. 1,020 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Values First Advisors held 2,928 shares of Vanguard Information Technology ETF worth $368K as of Q3 2026.
Values First Advisors left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.17% of Values First Advisors's portfolio in Q3 2026, its #130 holding.
Values First Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
Values First Advisors's Vanguard Information Technology ETF position peaked at $371K in Q2 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.