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Atlas Private Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Atlas Private Wealth 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 		$414K Buy
4,752
+200
+4% +$18.4K 0.1% 92
2025
Q4 		$429K Hold
4,552
– – 0.1% 91
2025
Q3 		$425K Sell
4,552
-4,552
-50% -$398K 0.1% 92
2025
Q2 		$755K Hold
9,104
– – 0.1% 102
2025
Q1 		$617K Hold
9,104
– – 0.09% 100
2024
Q4 		$707K Sell
9,104
-1,312
-13% -$101K 0.1% 87
2024
Q3 		$764K Hold
10,416
– – 0.11% 77
2024
Q2 		$751K Buy
10,416
+4,328
+71% +$288K 0.12% 76
2024
Q1 		$399K Sell
6,088
-6,088
-50% -$386K 0.13% 72
2023
Q4 		$736K Buy
12,176
+16
+0.1% +$891 0.14% 67
2023
Q3 		$631K Sell
12,160
-1,376
-10% -$74.8K 0.12% 93
2023
Q2 		$748K Buy
13,536
+6,768
+100% +$340K 0.15% 88
2023
Q1 		$326K Sell
6,768
-272
-4% -$12K 0.15% 100
2022
Q4 		$281K Sell
7,040
-216
-3% -$8.81K 0.15% 104
2022
Q3 		$279K Sell
7,256
-136
-2% -$5.98K 0.17% 105
2022
Q2 		$302K Sell
7,392
-280
-4% -$12.6K 0.18% 104
2022
Q1 		$399K Buy
7,672
+1,096
+17% +$56.2K 0.18% 92
2021
Q4 		$376K Buy
6,576
+120
+2% +$6.59K 0.17% 102
2021
Q3 		$324K Hold
6,456
– – 0.17% 110
2021
Q2 		$322K Sell
6,456
-184
-3% -$8.68K 0.17% 95
2021
Q1 		$297K Sell
6,640
-112
-2% -$5.04K 0.17% 95
2020
Q4 		$299K Buy
6,752
+144
+2% +$5.92K 0.2% 90
2020
Q3 		$257K Buy
6,608
+144
+2% +$5.42K 0.21% 84
2020
Q2 		$225K Buy
+6,464
New +$202K 0.2% 102

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Advisors's VGT Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 4.4% in Q1 2026, buying an estimated $18.4K and bringing the position to 4,752 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #92.

Atlas Private Wealth Advisors first reported a position in VGT in Q2 2020 and has held it in 24 quarters since. The position peaked at $764K in Q3 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Atlas Private Wealth Advisors held 4,752 shares of Vanguard Information Technology ETF worth $414K as of Q1 2026.
  • Atlas Private Wealth Advisors bought 200 Vanguard Information Technology ETF shares in Q1 2026, an estimated $18.4K.
  • Vanguard Information Technology ETF made up 0.1% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Atlas Private Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's Vanguard Information Technology ETF position peaked at $764K in Q3 2024.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.