West Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

West Wealth 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 Q3	$872K	Buy	6,937 +1,929	+39%	+$229K	0.14%	52
2026 Q2	$599K	Buy	5,008 +168	+3%	+$18.4K	0.1%	72
2026 Q1	$423K	Buy	4,840 +400	+9%	+$36.8K	0.08%	87
2025 Q4	$418K	Sell	4,440 -176	-4%	-$16.7K	0.09%	75
2025 Q3	$434K	Buy	4,616 +1,528	+49%	+$134K	0.1%	73
2025 Q2	$267K	Sell	3,088 -592	-16%	-$43K	0.07%	91
2025 Q1	$252K	Buy	3,680 +528	+17%	+$39.8K	0.07%	83
2024 Q4	$245K	Buy	+3,152	New	+$242K	0.07%	78

Other funds holding VGT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

West Wealth Group's VGT Position: Q3 2026 in Review

West Wealth Group increased its Vanguard Information Technology ETF (VGT) stake by 39% in Q3 2026, buying an estimated $229K and bringing the position to 6,937 shares worth $872K. The position accounts for 0.14% of the portfolio, ranked #52.

West Wealth Group first reported a position in VGT in Q4 2024 and has held it in 8 quarters since. 1,861 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

West Wealth Group held 6,937 shares of Vanguard Information Technology ETF worth $872K as of Q3 2026.
West Wealth Group bought 1,929 Vanguard Information Technology ETF shares in Q3 2026, an estimated $229K.
Vanguard Information Technology ETF made up 0.14% of West Wealth Group's portfolio in Q3 2026, its #52 holding.
West Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 8 quarters since.
1,861 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.