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Bartlett & Co Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Bartlett & Co 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 		$6.8M Buy
518,656
+453,480
+696% +$41.8M 0.09% 124
2025
Q4 		$6.14M Buy
65,176
+240
+0.4% +$22.8K 0.08% 129
2025
Q3 		$6.06M Hold
64,936
– – 0.08% 132
2025
Q2 		$5.38M Sell
64,936
-160
-0.2% -$11.6K 0.08% 136
2025
Q1 		$4.41M Sell
65,096
-160
-0.2% -$12.1K 0.07% 140
2024
Q4 		$5.07M Sell
65,256
-296
-0.5% -$22.7K 0.07% 137
2024
Q3 		$4.81M Buy
65,552
+1,632
+3% +$116K 0.07% 138
2024
Q2 		$4.61M Hold
63,920
– – 0.07% 141
2024
Q1 		$4.19M Sell
63,920
-496
-0.8% -$31.4K 0.06% 150
2023
Q4 		$3.92M Hold
64,416
– – 0.06% 153
2023
Q3 		$3.35M Sell
64,416
-160
-0.2% -$8.7K 0.06% 157
2023
Q2 		$3.57M Buy
64,576
+160
+0.2% +$8.04K 0.06% 154
2023
Q1 		$3.1M Sell
64,416
-600
-0.9% -$26.5K 0.06% 147
2022
Q4 		$2.6M Hold
65,016
– – 0.05% 164
2022
Q3 		$2.5M Buy
65,016
+35,856
+123% +$1.58M 0.05% 154
2022
Q2 		$1.19M Hold
29,160
– – 0.02% 203
2022
Q1 		$1.52M Sell
29,160
-448
-2% -$23K 0.03% 197
2021
Q4 		$1.7M Buy
29,608
+48
+0.2% +$2.63K 0.03% 193
2021
Q3 		$1.49M Hold
29,560
– – 0.03% 187
2021
Q2 		$1.47M Hold
29,560
– – 0.03% 192
2021
Q1 		$1.32M Hold
29,560
– – 0.03% 194
2020
Q4 		$1.31M Hold
29,560
– – 0.03% 189
2020
Q3 		$1.15M Sell
29,560
-1,320
-4% -$49.7K 0.03% 194
2020
Q2 		$1.08M Buy
30,880
+5,920
+24% +$185K 0.03% 196
2020
Q1 		$661K Buy
24,960
+4,920
+25% +$149K 0.02% 211
2019
Q4 		$613K Buy
20,040
+1,960
+11% +$56.1K 0.02% 243
2019
Q3 		$489K Hold
18,080
– – 0.01% 257
2019
Q2 		$477K Buy
18,080
+2,800
+18% +$72.2K 0.02% 209
2019
Q1 		$383K Sell
15,280
-6,640
-30% -$154K 0.01% 216
2018
Q4 		$457K Hold
21,920
– – 0.02% 203
2018
Q3 		$555K Sell
21,920
-5,440
-20% -$132K 0.02% 199
2018
Q2 		$622K Buy
27,360
+16,336
+148% +$367K 0.03% 185
2018
Q1 		$236K Buy
+11,024
New +$241K 0.01% 237

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

Bartlett & Co Wealth Management's VGT Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 696% in Q1 2026, buying an estimated $41.8M and bringing the position to 518,656 shares worth $6.8M. The position accounts for 0.09% of the portfolio, ranked #124.

Bartlett & Co Wealth Management first reported a position in VGT in Q1 2018 and has held it in 33 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Bartlett & Co Wealth Management held 518,656 shares of Vanguard Information Technology ETF worth $6.8M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 453,480 Vanguard Information Technology ETF shares in Q1 2026, an estimated $41.8M.
  • Vanguard Information Technology ETF made up 0.09% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 33 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.