49 Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

49 Wealth Management’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	$222K	Sell	2,544 -328	-11%	-$30.2K	0.02%	181
2025 Q4	$270K	Sell	2,872 -24	-0.8%	-$2.28K	0.02%	163
2025 Q3	$270K	Buy	2,896 +104	+4%	+$9.09K	0.03%	159
2025 Q2	$231K	Sell	2,792 -224	-7%	-$16.3K	0.02%	158
2025 Q1	$205K	Buy	+3,016	New	+$227K	0.02%	174

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

49 Wealth Management's VGT Position: Q1 2026 in Review

49 Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q1 2026, selling an estimated $30.2K and leaving 2,544 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #181.

49 Wealth Management first reported a position in VGT in Q1 2025 and has held it in 5 quarters since. The position peaked at $270K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

49 Wealth Management held 2,544 shares of Vanguard Information Technology ETF worth $222K as of Q1 2026.
49 Wealth Management sold 328 Vanguard Information Technology ETF shares in Q1 2026, an estimated $30.2K.
Vanguard Information Technology ETF made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #181 holding.
49 Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's Vanguard Information Technology ETF position peaked at $270K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.