ACI
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Alpha Cubed Investments’s Vanguard Information Technology ETF VGT Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$981K Sell
10,408
-312
-3% -$29.6K 0.03% 121
2025
Q3 		$1M Buy
10,720
+2,176
+25% +$190K 0.03% 122
2025
Q2 		$708K Sell
8,544
-1,232
-13% -$89.6K 0.03% 147
2025
Q1 		$663K Sell
9,776
-592
-6% -$44.6K 0.03% 148
2024
Q4 		$806K Buy
10,368
+648
+7% +$49.8K 0.04% 122
2024
Q3 		$713K Sell
9,720
-448
-4% -$31.8K 0.03% 126
2024
Q2 		$733K Sell
10,168
-560
-5% -$37.2K 0.03% 126
2024
Q1 		$703K Sell
10,728
-4,192
-28% -$266K 0.04% 127
2023
Q4 		$903K Buy
14,920
+1,000
+7% +$55.7K 0.05% 125
2023
Q3 		$722K Buy
13,920
+328
+2% +$17.8K 0.05% 118
2023
Q2 		$751K Sell
13,592
-288
-2% -$14.5K 0.05% 120
2023
Q1 		$669K Sell
13,880
-800
-5% -$35.4K 0.05% 127
2022
Q4 		$586K Buy
14,680
+3,424
+30% +$140K 0.04% 152
2022
Q3 		$432K Sell
11,256
-1,608
-13% -$70.7K 0.03% 164
2022
Q2 		$525K Buy
12,864
+320
+3% +$14.4K 0.04% 165
2022
Q1 		$653K Buy
12,544
+656
+6% +$33.7K 0.04% 166
2021
Q4 		$681K Buy
11,888
+1,720
+17% +$94.4K 0.04% 147
2021
Q3 		$510K Buy
10,168
+816
+9% +$42.3K 0.04% 162
2021
Q2 		$466K Buy
9,352
+224
+2% +$10.6K 0.03% 167
2021
Q1 		$409K Sell
9,128
-680
-7% -$30.6K 0.03% 175
2020
Q4 		$434K Buy
9,808
+552
+6% +$22.7K 0.04% 167
2020
Q3 		$360K Buy
9,256
+1,544
+20% +$58.1K 0.03% 161
2020
Q2 		$269K Sell
7,712
-24
-0.3% -$749 0.03% 174
2020
Q1 		$205K Hold
7,736
– – 0.02% 195
2019
Q4 		$237K Buy
+7,736
New +$221K 0.02% 226
2019
Q2 		– Sell
-8,344
Closed -$209K – 269
2019
Q1 		$209K Buy
+8,344
New +$194K 0.03% 220

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpha Cubed Investments's VGT Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Vanguard Information Technology ETF (VGT) stake by 2.9% in Q4 2025, selling an estimated $29.6K and leaving 10,408 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #121.

Alpha Cubed Investments first reported a position in VGT in Q1 2019 and has held it in 26 quarters since. The position peaked at $1M in Q3 2025. 2,022 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

  • Alpha Cubed Investments held 10,408 shares of Vanguard Information Technology ETF worth $981K as of Q4 2025.
  • Alpha Cubed Investments sold 312 Vanguard Information Technology ETF shares in Q4 2025, an estimated $29.6K.
  • Vanguard Information Technology ETF made up 0.03% of Alpha Cubed Investments's portfolio in Q4 2025, its #121 holding.
  • Alpha Cubed Investments first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 26 quarters since.
  • Alpha Cubed Investments's Vanguard Information Technology ETF position peaked at $1M in Q3 2025.
  • 2,022 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.