NICOLET BANKSHARES INC VGT — VANGUARD INFO TECH ETF

Ownership history in NICOLET BANKSHARES INC  ·  24 quarters on record

AI Ownership Summary

NICOLET BANKSHARES INC reported VANGUARD INFO TECH ETF (VGT) in 24 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q4. The latest visible filing shows VGT at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NICOLET BANKSHARES INC's position in VANGUARD INFO TECH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VGT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VGT stock page NICOLET BANKSHARES INC fund profile NICOLET BANKSHARES INC full holdings
How NICOLET BANKSHARES INC held VGT — position size vs. price
% of Fund (quarterly)    VGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21.3% +33.7% ❌ 1,455 -394 -21.3% 0.04% $1.0M 2026-05-14 $115.05
2025 Q4 ADDED — — — 1,849 +1,185 +178.5% 0.22% $1.4M 2026-02-09 $93.72
2025 Q3 UNCHANGED — — — 664 — 0% 0.08% $496K 2025-11-13 $93.74
2025 Q2 UNCHANGED — — — 664 — 0% 0.08% $440K 2025-08-13 $88.02
2025 Q1 UNCHANGED — — — 664 — 0% 0.07% $360K 2025-05-14 $76.56
2024 Q4 UNCHANGED — — — 664 — 0% 0.10% $413K 2025-02-13 $79.08
2024 Q3 UNCHANGED — — — 664 — 0% 0.09% $389K 2024-11-12 $77.26
2024 Q2 REDUCED — — — 664 -1 -0.2% 0.09% $383K 2024-08-14 $68.89
2024 Q1 UNCHANGED — — — 665 — 0% 0.09% $349K 2024-05-09 $63.67
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VGT

As of 2026 Q2 — sorted by position size

NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 18.58% REDSTONE WEALTH MANAGEMENT, LLC 15.12% TRUST CO OF OKLAHOMA 3Y 7Y 14.85% TAIYO LIFE INSURANCE CO 3Y 7Y 14.77% FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 13.48% Pioneer Family Office, LLC 13.09% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 12.75% Marks Wealth, LLC 3Y 12.16% Junk Investment Group, LLC 10.26% Wall Street Financial Group, Inc. 9.7%

FAQ About NICOLET BANKSHARES INC and VGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has NICOLET BANKSHARES INC reported owning VGT?

NICOLET BANKSHARES INC reported VGT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VGT position in NICOLET BANKSHARES INC's portfolio?

The largest reported portfolio weight for VGT was 0.22% in 2025 Q4.

What is the latest reported VGT position on this page?

The most recent filing on this page is 2026 Q1, when NICOLET BANKSHARES INC reported 1,455 shares, equal to 0.04% of portfolio, with an estimated market value of $1.0M.

What does the chart on this VGT ownership page compare?

The chart compares NICOLET BANKSHARES INC's quarterly VGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NICOLET BANKSHARES INC time their VGT position?

Based on 13F filing dates vs. subsequent VGT price moves, NICOLET BANKSHARES INC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VGT relative to SPY over the holding period was +5.0%.

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