W Advisors LLC
VGT icon

W Advisors LLC’s Vanguard Information Technology ETF VGT Stock Holding History

W Advisors LLC’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 		$3.73M Buy
29,712
+647
+2% +$76.9K 1.63% 15
2026
Q2 		$3.47M Buy
29,065
+1,441
+5% +$158K 1.58% 16
2026
Q1 		$2.41M Sell
27,624
-528
-2% -$48.6K 1.24% 19
2025
Q4 		$2.65M Buy
28,152
+2,448
+10% +$233K 1.33% 19
2025
Q3 		$2.4M Sell
25,704
-648
-2% -$56.6K 1.26% 21
2025
Q2 		$2.18M Sell
26,352
-2,016
-7% -$147K 1.25% 21
2025
Q1 		$1.92M Buy
28,368
+208
+0.7% +$15.7K 1.2% 20
2024
Q4 		$2.19M Buy
28,160
+808
+3% +$62.1K 1.35% 18
2024
Q3 		$2.01M Buy
27,352
+3,128
+13% +$222K 1.23% 21
2024
Q2 		$1.75M Buy
24,224
+4,304
+22% +$286K 1.14% 20
2024
Q1 		$1.31M Buy
19,920
+560
+3% +$35.5K 0.9% 29
2023
Q4 		$1.17M Buy
19,360
+2,000
+12% +$111K 0.87% 29
2023
Q3 		$900K Sell
17,360
-2,880
-14% -$157K 0.74% 35
2023
Q2 		$1.12M Sell
20,240
-8
-0% -$402 0.88% 32
2023
Q1 		$976K Buy
20,248
+4,472
+28% +$198K 0.81% 31
2022
Q4 		$630K Sell
15,776
-1,576
-9% -$64.3K 0.52% 44
2022
Q3 		$666K Sell
17,352
-2,168
-11% -$95.3K 0.62% 44
2022
Q2 		$797K Sell
19,520
-6,848
-26% -$308K 0.69% 36
2022
Q1 		$1.37M Sell
26,368
-17,600
-40% -$903K 1.04% 28
2021
Q4 		$2.52M Buy
+43,968
New +$2.41M 1.88% 15

Other funds holding VGT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

W Advisors LLC's VGT Position: Q3 2026 in Review

W Advisors LLC increased its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q3 2026, buying an estimated $76.9K and bringing the position to 29,712 shares worth $3.73M. The position accounts for 1.63% of the portfolio, ranked #15.

W Advisors LLC first reported a position in VGT in Q4 2021 and has held it in 20 quarters since. 1,440 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

  • W Advisors LLC held 29,712 shares of Vanguard Information Technology ETF worth $3.73M as of Q3 2026.
  • W Advisors LLC bought 647 Vanguard Information Technology ETF shares in Q3 2026, an estimated $76.9K.
  • Vanguard Information Technology ETF made up 1.63% of W Advisors LLC's portfolio in Q3 2026, its #15 holding.
  • W Advisors LLC first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.