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Axiom Financial Strategies’s Vanguard Information Technology ETF VGT Stock Holding History

Axiom Financial Strategies’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 		– Sell
-112,336
Closed -$10.6M – 44
2025
Q4 		$10.6M Buy
112,336
+544
+0.5% +$51.7K 4.45% 9
2025
Q3 		$10.4M Sell
111,792
-94,896
-46% -$8.29M 4.49% 9
2025
Q2 		$17.1M Sell
206,688
-8,352
-4% -$607K 9.56% 4
2025
Q1 		$14.6M Buy
215,040
+3,504
+2% +$264K 8.64% 4
2024
Q4 		$16.4M Sell
211,536
-6,968
-3% -$535K 9.17% 3
2024
Q3 		$16M Buy
218,504
+20,984
+11% +$1.49M 8.46% 4
2024
Q2 		$14.2M Sell
197,520
-1,760
-0.9% -$117K 9.25% 4
2024
Q1 		$13.1M Sell
199,280
-12,640
-6% -$801K 8.32% 4
2023
Q4 		$12.8M Sell
211,920
-2,464
-1% -$137K 8.32% 4
2023
Q3 		$11.1M Sell
214,384
-62,312
-23% -$3.39M 7.46% 4
2023
Q2 		$15.3M Sell
276,696
-30,056
-10% -$1.51M 8.77% 3
2023
Q1 		$14.8M Sell
306,752
-432
-0.1% -$19.1K 8.22% 4
2022
Q4 		$12.3M Buy
307,184
+2,680
+0.9% +$109K 7.7% 3
2022
Q3 		$11.7M Buy
304,504
+512
+0.2% +$22.5K 6.22% 4
2022
Q2 		$12.4M Buy
303,992
+11,160
+4% +$503K 6.53% 4
2022
Q1 		$13.4M Buy
292,832
+17,280
+6% +$887K 6.75% 4
2021
Q4 		$15.8M Buy
275,552
+34,888
+14% +$1.92M 7.17% 3
2021
Q3 		$12.1M Sell
240,664
-4,008
-2% -$208K 5.69% 5
2021
Q2 		$12.2M Sell
244,672
-25,808
-10% -$1.22M 5.62% 7
2021
Q1 		$12.1M Sell
270,480
-20,800
-7% -$936K 5.95% 6
2020
Q4 		$11.3M Hold
291,280
– – 6.81% 4
2020
Q3 		$11.3M Buy
291,280
+2,296
+0.8% +$86.4K 6.81% 4
2020
Q2 		$10.1M Buy
288,984
+40,184
+16% +$1.25M 6.56% 5
2020
Q1 		$6.59M Buy
+248,800
New +$7.54M 5.32% 7

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

Axiom Financial Strategies's VGT Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 112,336 shares — an estimated $10.6M sold.

Axiom Financial Strategies first reported a position in VGT in Q1 2020 and held it in 24 quarters. The position peaked at $17.1M in Q2 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 112,336 Vanguard Information Technology ETF shares in Q1 2026, an estimated $10.6M.
  • Axiom Financial Strategies first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 24 quarters.
  • Axiom Financial Strategies's Vanguard Information Technology ETF position peaked at $17.1M in Q2 2025.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.