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

Angeles 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	$1.08M	Hold	12,376	–	–	0.06%	135
2025 Q4	$1.17M	Buy	12,376 +9,864	+393%	+$937K	0.06%	124
2025 Q3	$234K	Hold	2,512	–	–	0.01%	299
2025 Q2	$208K	Buy	2,512 +760	+43%	+$55.3K	0.01%	325
2025 Q1	$119K	Hold	1,752	–	–	0.01%	300
2024 Q4	$136K	Hold	1,752	–	–	0.01%	310
2024 Q3	$128K	Hold	1,752	–	–	0.01%	274
2024 Q2	$126K	Sell	1,752 -1,120	-39%	-$74.5K	0.01%	244
2024 Q1	$188K	Hold	2,872	–	–	0.02%	225
2023 Q4	$174K	Buy	2,872 +136	+5%	+$7.58K	0.02%	201
2023 Q3	$142K	Buy	+2,736	New	+$149K	0.02%	176

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

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

Angeles Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 12,376 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #135.

Angeles Wealth Management first reported a position in VGT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Angeles Wealth Management held 12,376 shares of Vanguard Information Technology ETF worth $1.08M as of Q1 2026.
Angeles Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #135 holding.
Angeles Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 11 quarters since.
Angeles Wealth Management's Vanguard Information Technology ETF position peaked at $1.17M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.