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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

W Advisors LLC's VGT Position: Q1 2026 in Review

W Advisors LLC reduced its Vanguard Information Technology ETF (VGT) stake by 1.9% in Q1 2026, selling an estimated $48.6K and leaving 27,624 shares worth $2.41M. The position accounts for 1.24% of the portfolio, ranked #19.

W Advisors LLC first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.65M in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • W Advisors LLC held 27,624 shares of Vanguard Information Technology ETF worth $2.41M as of Q1 2026.
  • W Advisors LLC sold 528 Vanguard Information Technology ETF shares in Q1 2026, an estimated $48.6K.
  • Vanguard Information Technology ETF made up 1.24% of W Advisors LLC's portfolio in Q1 2026, its #19 holding.
  • W Advisors LLC first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's Vanguard Information Technology ETF position peaked at $2.65M in Q4 2025.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.