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

Aviso 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	$1.22M	Sell	14,024 -80	-0.6%	-$7.37K	0.55%	43
2025 Q4	$1.33M	Buy	14,104 +544	+4%	+$51.7K	0.56%	42
2025 Q3	$1.27M	Sell	13,560 -600	-4%	-$52.4K	0.55%	45
2025 Q2	$1.17M	Hold	14,160	–	–	0.55%	46
2025 Q1	$960K	Sell	14,160 -1,096	-7%	-$82.6K	0.51%	52
2024 Q4	$1.19M	Hold	15,256	–	–	0.6%	45
2024 Q3	$1.12M	Sell	15,256 -3,600	-19%	-$256K	0.61%	41
2024 Q2	$1.36M	Hold	18,856	–	–	0.81%	29
2024 Q1	$1.24M	Hold	18,856	–	–	0.78%	30
2023 Q4	$1.14M	Buy	+18,856	New	+$1.05M	0.83%	31

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

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

Aviso Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.57% in Q1 2026, selling an estimated $7.37K and leaving 14,024 shares worth $1.22M. The position accounts for 0.55% of the portfolio, ranked #43.

Aviso Wealth Management first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q2 2024. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Aviso Wealth Management held 14,024 shares of Vanguard Information Technology ETF worth $1.22M as of Q1 2026.
Aviso Wealth Management sold 80 Vanguard Information Technology ETF shares in Q1 2026, an estimated $7.37K.
Vanguard Information Technology ETF made up 0.55% of Aviso Wealth Management's portfolio in Q1 2026, its #43 holding.
Aviso Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Vanguard Information Technology ETF position peaked at $1.36M in Q2 2024.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.