SEC 13F Intelligence

Hillcrest Wealth Advisors - Ny, LLC / VGT

Hillcrest Wealth Advisors - Ny, LLC’s Vanguard World Fd Position

Does Hillcrest Wealth Advisors - Ny, LLC own Vanguard World Fd (VGT)? Yes — 5.8K shares worth $4M (+1.65% of its 13F portfolio) as of Q1 2026, up from 1.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
5.8K
% of Portfolio
+1.65%
Quarters Held
30
currently held

Position History VGT

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $707,000Q2 ’19: $622,000Q3 ’19: $560,000Q4 ’19: $502,000Q4 ’19Q1 ’20: $1MQ2 ’20: $550,000Q3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $2MQ2 ’23: $563,754Q3 ’23: $1MQ4 ’23: $592,900Q4 ’23Q1 ’24: $642,317Q2 ’24: $706,323Q3 ’24: $718,487Q4 ’24: $761,705Q4 ’24Q1 ’25: $854,249Q2 ’25: $812,518Q3 ’25: $970,619Q4 ’25: $1MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.8K$4M+1.65%
Q4 20251.7K$1M+0.54%
Q3 20251.3K$970,619+0.44%
Q2 20251.2K$812,518+0.38%
Q1 20251.6K$854,249+0.42%
Q4 20241.2K$761,705+0.36%
Q3 20241.2K$718,487+0.36%
Q2 20241.2K$706,323+0.38%
Q1 20241.2K$642,317+0.35%
Q4 20231.2K$592,900+0.33%
Q3 20232.5K$1M+0.58%
Q2 20231.3K$563,754+0.33%
Q1 20235.0K$2M+1.14%
Q4 20228.2K$3M+1.57%
Q3 20227.0K$2M+1.36%
Q2 20226.6K$2M+1.30%
Q1 20224.3K$2M+0.98%
Q4 20214.3K$2M+1.07%
Q3 20214.9K$2M+1.17%
Q2 20214.3K$2M+1.05%
Q1 20214.7K$2M+1.02%
Q4 20204.5K$2M+1.07%
Q3 20204.3K$1M+0.95%
Q2 20202.0K$550,000+0.48%
Q1 20205.8K$1M+1.22%
Q4 20192.0K$502,000+0.42%
Q3 20192.6K$560,000+0.48%
Q2 20193.0K$622,000+0.52%
Q1 20193.5K$707,000+0.62%
Q4 20188.1K$1M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hillcrest Wealth Advisors - Ny, LLC’s full portfolio or all institutional holders of VGT.