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

Aprio 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	$538K	Buy	6,168 +136	+2%	+$12.5K	0.03%	327
2025 Q4	$568K	Buy	6,032 +2,200	+57%	+$209K	0.03%	287
2025 Q3	$358K	Sell	3,832 -1,136	-23%	-$99.3K	0.04%	288
2025 Q2	$412K	Buy	4,968 +1,088	+28%	+$79.1K	0.05%	226
2025 Q1	$263K	Buy	3,880 +616	+19%	+$46.4K	0.03%	295
2024 Q4	$254K	Sell	3,264 -4,240	-57%	-$326K	0.04%	248
2024 Q3	$550K	Buy	7,504 +4,272	+132%	+$304K	0.09%	117
2024 Q2	$233K	Hold	3,232	–	–	0.04%	216
2024 Q1	$212K	Buy	+3,232	New	+$205K	0.04%	212

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

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

Aprio Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 2.3% in Q1 2026, buying an estimated $12.5K and bringing the position to 6,168 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #327.

Aprio Wealth Management first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $568K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Aprio Wealth Management held 6,168 shares of Vanguard Information Technology ETF worth $538K as of Q1 2026.
Aprio Wealth Management bought 136 Vanguard Information Technology ETF shares in Q1 2026, an estimated $12.5K.
Vanguard Information Technology ETF made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #327 holding.
Aprio Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Aprio Wealth Management's Vanguard Information Technology ETF position peaked at $568K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.