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 Q2	$28.7K	Hold	240	–	–	0.02%	88
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Windsor Advisory Group's VGT Position: Q2 2026 in Review

Windsor Advisory Group held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 240 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #88.

Windsor Advisory Group first reported a position in VGT in Q4 2022 and has held it in 10 quarters since. The position peaked at $219K in Q2 2024. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Windsor Advisory Group held 240 shares of Vanguard Information Technology ETF worth $28.7K as of Q2 2026.
Windsor Advisory Group left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.02% of Windsor Advisory Group's portfolio in Q2 2026, its #88 holding.
Windsor Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 10 quarters since.
Windsor Advisory Group's Vanguard Information Technology ETF position peaked at $219K in Q2 2024.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.