Wescott Financial Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

Wescott Financial Advisory Group’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	$559K	Buy	6,416 +2,920	+84%	+$269K	0.05%	122
2025 Q4	$329K	Sell	3,496 -520	-13%	-$49.4K	0.03%	155
2025 Q3	$375K	Sell	4,016 -232	-5%	-$20.3K	0.03%	139
2025 Q2	$353K	Buy	4,248 +128	+3%	+$9.31K	0.03%	136
2025 Q1	$279K	Buy	4,120 +16	+0.4%	+$1.21K	0.03%	145
2024 Q4	$319K	Sell	4,104 -968	-19%	-$74.4K	0.03%	139
2024 Q3	$372K	Hold	5,072	–	–	0.04%	137
2024 Q2	$366K	Buy	5,072 +192	+4%	+$12.8K	0.04%	134
2024 Q1	$320K	Sell	4,880 -1,256	-20%	-$79.6K	0.04%	130
2023 Q4	$371K	Buy	+6,136	New	+$342K	0.05%	118

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wescott Financial Advisory Group's VGT Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 84% in Q1 2026, buying an estimated $269K and bringing the position to 6,416 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #122.

Wescott Financial Advisory Group first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Wescott Financial Advisory Group held 6,416 shares of Vanguard Information Technology ETF worth $559K as of Q1 2026.
Wescott Financial Advisory Group bought 2,920 Vanguard Information Technology ETF shares in Q1 2026, an estimated $269K.
Vanguard Information Technology ETF made up 0.05% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #122 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.