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Beacon Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Beacon Investment Advisors’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 		$272K Hold
3,112
– – 0.1% 150
2025
Q4 		$293K Hold
3,112
– – 0.12% 136
2025
Q3 		$290K Sell
3,112
-800
-20% -$69.9K 0.12% 137
2025
Q2 		$321K Hold
3,912
– – 0.14% 125
2025
Q1 		$266K Buy
+3,912
New +$295K 0.13% 136

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

Beacon Investment Advisors's VGT Position: Q1 2026 in Review

Beacon Investment Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,112 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #150.

Beacon Investment Advisors first reported a position in VGT in Q1 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Beacon Investment Advisors held 3,112 shares of Vanguard Information Technology ETF worth $272K as of Q1 2026.
  • Beacon Investment Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.1% of Beacon Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • Beacon Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisors's Vanguard Information Technology ETF position peaked at $321K in Q2 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.