AWE
VGT icon

Avidian Wealth Enterprises’s Vanguard Information Technology ETF VGT Stock Holding History

Avidian Wealth Enterprises’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 		$4.4M Sell
50,480
-1,176
-2% -$108K 0.14% 108
2025
Q4 		$4.87M Sell
51,656
-8
-0% -$760 0.18% 81
2025
Q3 		$4.82M Sell
51,664
-5,408
-9% -$473K 0.18% 81
2025
Q2 		$4.73M Buy
57,072
+2,152
+4% +$156K 0.19% 76
2025
Q1 		$3.72M Sell
54,920
-736
-1% -$55.5K 0.17% 85
2024
Q4 		$4.33M Sell
55,656
-2,784
-5% -$214K 0.19% 78
2024
Q3 		$4.28M Buy
58,440
+1,912
+3% +$136K 0.19% 76
2024
Q2 		$4.07M Buy
56,528
+4,248
+8% +$282K 0.17% 78
2024
Q1 		$3.43M Sell
52,280
-584
-1% -$37K 0.17% 76
2023
Q4 		$3.2M Buy
52,864
+9,296
+21% +$518K 0.2% 80
2023
Q3 		$2.26M Sell
43,568
-296
-0.7% -$16.1K 0.16% 95
2023
Q2 		$2.42M Buy
43,864
+15,688
+56% +$788K 0.16% 100
2023
Q1 		$1.36M Sell
28,176
-2,728
-9% -$121K 0.07% 166
2022
Q4 		$1.23M Buy
30,904
+2,280
+8% +$93K 0.08% 150
2022
Q3 		$1.1M Sell
28,624
-264
-0.9% -$11.6K 0.08% 140
2022
Q2 		$1.18M Sell
28,888
-2,576
-8% -$116K 0.08% 147
2022
Q1 		$1.64M Sell
31,464
-1,512
-5% -$77.6K 0.1% 136
2021
Q4 		$1.89M Buy
+32,976
New +$1.81M 0.12% 118
2020
Q1 		– Sell
-7,360
Closed -$225K – 257
2019
Q4 		$225K Buy
+7,360
New +$211K 0.03% 211

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

Avidian Wealth Enterprises's VGT Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Information Technology ETF (VGT) stake by 2.3% in Q1 2026, selling an estimated $108K and leaving 50,480 shares worth $4.4M. The position accounts for 0.14% of the portfolio, ranked #108.

Avidian Wealth Enterprises first reported a position in VGT in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.87M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Avidian Wealth Enterprises held 50,480 shares of Vanguard Information Technology ETF worth $4.4M as of Q1 2026.
  • Avidian Wealth Enterprises sold 1,176 Vanguard Information Technology ETF shares in Q1 2026, an estimated $108K.
  • Vanguard Information Technology ETF made up 0.14% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #108 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Vanguard Information Technology ETF position peaked at $4.87M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.