WN
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Williams & Novak’s Vanguard Information Technology ETF VGT Stock Holding History

Williams & Novak’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
Q2 		$353K Buy
2,953
+1
+0% +$109 0.23% 91
2026
Q1 		$261K Buy
2,952
+16
+0.5% +$1.47K 0.2% 92
2025
Q4 		$277K Hold
2,936
– – 0.21% 88
2025
Q3 		$274K Hold
2,936
– – 0.21% 94
2025
Q2 		$243K Hold
2,936
– – 0.21% 94
2025
Q1 		$201K Hold
2,936
– – 0.2% 94
2024
Q4 		$228K Hold
2,936
– – 0.22% 96
2024
Q3 		$215K Hold
2,936
– – 0.2% 104
2024
Q2 		$212K Buy
+2,936
New +$195K 0.2% 103

Other funds holding VGT

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Williams & Novak's VGT Position: Q2 2026 in Review

Williams & Novak increased its Vanguard Information Technology ETF (VGT) stake by 0.03% in Q2 2026, buying an estimated $109 and bringing the position to 2,953 shares worth $353K. The position accounts for 0.23% of the portfolio, ranked #91.

Williams & Novak first reported a position in VGT in Q2 2024 and has held it in 9 quarters since. 665 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Williams & Novak held 2,953 shares of Vanguard Information Technology ETF worth $353K as of Q2 2026.
  • Williams & Novak bought 1 Vanguard Information Technology ETF share in Q2 2026, an estimated $109.
  • Vanguard Information Technology ETF made up 0.23% of Williams & Novak's portfolio in Q2 2026, its #91 holding.
  • Williams & Novak first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 9 quarters since.
  • 665 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.