Alpine Woods Capital Investors’s Vanguard Information Technology ETF VGT Stock Holding History

Alpine Woods Capital Investors’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	$495K	Sell	5,680 -2,320	-29%	-$214K	0.12%	112
2025 Q4	$754K	Hold	8,000	–	–	0.18%	100
2025 Q3	$747K	Hold	8,000	–	–	0.17%	97
2025 Q2	$663K	Hold	8,000	–	–	0.16%	104
2025 Q1	$542K	Hold	8,000	–	–	0.14%	111
2024 Q4	$622K	Hold	8,000	–	–	0.12%	124
2024 Q3	$622K	Hold	8,000	–	–	0.11%	132
2024 Q2	$577K	Hold	8,000	–	–	0.09%	137
2024 Q1	$495K	Hold	8,000	–	–	0.1%	138
2023 Q4	$484K	Hold	8,000	–	–	0.07%	132
2023 Q3	$415K	Hold	8,000	–	–	0.07%	129
2023 Q2	$442K	Hold	8,000	–	–	0.07%	126
2023 Q1	$385K	Hold	8,000	–	–	0.06%	141
2022 Q4	$319K	Hold	8,000	–	–	0.05%	157
2022 Q3	$307K	Hold	8,000	–	–	0.04%	171
2022 Q2	$327K	Hold	8,000	–	–	0.04%	170
2022 Q1	$416K	Hold	8,000	–	–	0.04%	173
2021 Q4	$458K	Hold	8,000	–	–	0.05%	175
2021 Q3	$401K	Hold	8,000	–	–	0.04%	190
2021 Q2	$399K	Hold	8,000	–	–	0.04%	194
2021 Q1	$358K	Hold	8,000	–	–	0.04%	202
2020 Q4	$354K	Sell	8,000 -20,000	-71%	-$823K	0.04%	195
2020 Q3	$1.09M	Hold	28,000	–	–	0.16%	141
2020 Q2	$975K	Hold	28,000	–	–	0.19%	129
2020 Q1	$742K	Hold	28,000	–	–	0.17%	128
2019 Q4	$857K	Hold	28,000	–	–	0.16%	124
2019 Q3	$754K	Hold	28,000	–	–	0.14%	125
2019 Q2	$738K	Hold	28,000	–	–	0.15%	138
2019 Q1	$702K	Hold	28,000	–	–	0.15%	141
2018 Q4	$584K	Buy	+28,000	New	+$634K	0.14%	148

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 $445B AUM 25.58% 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

Alpine Woods Capital Investors's VGT Position: Q1 2026 in Review

Alpine Woods Capital Investors reduced its Vanguard Information Technology ETF (VGT) stake by 29% in Q1 2026, selling an estimated $214K and leaving 5,680 shares worth $495K. The position accounts for 0.12% of the portfolio, ranked #112.

Alpine Woods Capital Investors first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.09M in Q3 2020. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Alpine Woods Capital Investors held 5,680 shares of Vanguard Information Technology ETF worth $495K as of Q1 2026.
Alpine Woods Capital Investors sold 2,320 Vanguard Information Technology ETF shares in Q1 2026, an estimated $214K.
Vanguard Information Technology ETF made up 0.12% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #112 holding.
Alpine Woods Capital Investors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
Alpine Woods Capital Investors's Vanguard Information Technology ETF position peaked at $1.09M in Q3 2020.
1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.