AFG
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Atomi Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Atomi Financial Group’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 		$3.51M Buy
40,248
+272
+0.7% +$25K 0.11% 149
2025
Q4 		$3.77M Sell
39,976
-7,936
-17% -$754K 0.11% 144
2025
Q3 		$4.47M Buy
47,912
+8,672
+22% +$758K 0.14% 116
2025
Q2 		$3.25M Sell
39,240
-2,768
-7% -$201K 0.12% 128
2025
Q1 		$2.85M Sell
42,008
-2,264
-5% -$171K 0.13% 124
2024
Q4 		$3.44M Buy
44,272
+9,152
+26% +$703K 0.17% 98
2024
Q3 		$2.57M Buy
35,120
+224
+0.6% +$15.9K 0.16% 106
2024
Q2 		$2.52M Buy
34,896
+10,648
+44% +$708K 0.19% 96
2024
Q1 		$1.59M Sell
24,248
-2,712
-10% -$172K 0.15% 134
2023
Q4 		$1.63M Buy
26,960
+3,368
+14% +$188K 0.23% 95
2023
Q3 		$1.22M Sell
23,592
-872
-4% -$47.4K 0.41% 68
2023
Q2 		$1.35M Buy
24,464
+168
+0.7% +$8.44K 0.62% 34
2023
Q1 		$1.17M Buy
+24,296
New +$1.07M 0.65% 35

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

Atomi Financial Group's VGT Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 0.68% in Q1 2026, buying an estimated $25K and bringing the position to 40,248 shares worth $3.51M. The position accounts for 0.11% of the portfolio, ranked #149.

Atomi Financial Group first reported a position in VGT in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.47M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Atomi Financial Group held 40,248 shares of Vanguard Information Technology ETF worth $3.51M as of Q1 2026.
  • Atomi Financial Group bought 272 Vanguard Information Technology ETF shares in Q1 2026, an estimated $25K.
  • Vanguard Information Technology ETF made up 0.11% of Atomi Financial Group's portfolio in Q1 2026, its #149 holding.
  • Atomi Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Vanguard Information Technology ETF position peaked at $4.47M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.