Apriem Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Apriem Advisors’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	$254K	Hold	2,912	–	–	0.02%	161
2025 Q4	$274K	Hold	2,912	–	–	0.03%	156
2025 Q3	$272K	Buy	2,912 +8	+0.3%	+$699	0.03%	156
2025 Q2	$241K	Sell	2,904 -1,072	-27%	-$77.9K	0.03%	165
2025 Q1	$270K	Buy	3,976 +976	+33%	+$73.5K	0.03%	151
2024 Q4	$233K	Buy	+3,000	New	+$230K	0.03%	169
2018 Q2	–	Sell	-9,800	Closed	-$209K	–	438
2018 Q1	$209K	Hold	9,800	–	–	0.05%	125
2017 Q4	$202K	Buy	+9,800	New	+$199K	0.05%	124
2017 Q2	–	Sell	-10,392	Closed	-$176K	–	533
2017 Q1	$176K	Sell	10,392 -120	-1%	-$1.96K	0.05%	132
2016 Q4	$160K	Hold	10,512	–	–	0.05%	135
2016 Q3	$158K	Buy	10,512 +1,832	+21%	+$26.6K	0.05%	129
2016 Q2	$116K	Hold	8,680	–	–	0.04%	156
2016 Q1	$119K	Hold	8,680	–	–	0.05%	133
2015 Q4	$117K	Hold	8,680	–	–	0.04%	126
2015 Q3	$109K	Hold	8,680	–	–	0.04%	133
2015 Q2	$115K	Buy	+8,680	New	+$118K	0.04%	134

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

Apriem Advisors's VGT Position: Q1 2026 in Review

Apriem Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 2,912 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #161.

Apriem Advisors first reported a position in VGT in Q2 2015 and has held it in 16 quarters since. The position peaked at $274K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Apriem Advisors held 2,912 shares of Vanguard Information Technology ETF worth $254K as of Q1 2026.
Apriem Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #161 holding.
Apriem Advisors first reported a position in Vanguard Information Technology ETF in Q2 2015 and has held it in 16 quarters since.
Apriem Advisors's Vanguard Information Technology ETF position peaked at $274K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.