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

Windsor 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	$20.9K	Hold	240	–	–	0.02%	77
2025 Q4	$22.6K	Hold	240	–	–	0.02%	74
2025 Q3	$22.4K	Hold	240	–	–	0.02%	74
2025 Q2	$19.9K	Hold	240	–	–	0.03%	50
2025 Q1	$16.3K	Hold	240	–	–	0.02%	51
2024 Q4	$18.7K	Buy	+240	New	+$18.4K	0.02%	75
2024 Q3	–	Sell	-3,040	Closed	-$219K	–	86
2024 Q2	$219K	Buy	+3,040	New	+$202K	0.44%	35
2023 Q2	–	Sell	-240	Closed	-$11.6K	–	70
2023 Q1	$11.6K	Hold	240	–	–	0.03%	63
2022 Q4	$9.58K	Buy	+240	New	+$9.79K	0.03%	67

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

Windsor Advisory Group's VGT Position: Q1 2026 in Review

Windsor Advisory Group held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 240 shares worth $20.9K. The position accounts for 0.02% of the portfolio, ranked #77.

Windsor Advisory Group first reported a position in VGT in Q4 2022 and has held it in 9 quarters since. The position peaked at $219K in Q2 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Windsor Advisory Group held 240 shares of Vanguard Information Technology ETF worth $20.9K as of Q1 2026.
Windsor Advisory Group left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.02% of Windsor Advisory Group's portfolio in Q1 2026, its #77 holding.
Windsor Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 9 quarters since.
Windsor Advisory Group's Vanguard Information Technology ETF position peaked at $219K in Q2 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.