Beckerman Institutional’s Vanguard Information Technology ETF VGT Stock Holding History

Beckerman Institutional’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	$539K	Hold	6,184	–	–	0.29%	75
2025 Q4	$582K	Hold	6,184	–	–	0.33%	69
2025 Q3	$576K	Buy	6,184 +8	+0.1%	+$699	0.34%	67
2025 Q2	$512K	Sell	6,176 -120	-2%	-$8.72K	0.34%	68
2025 Q1	$427K	Buy	6,296 +568	+10%	+$42.8K	0.31%	74
2024 Q4	$445K	Hold	5,728	–	–	0.36%	68
2024 Q3	$420K	Buy	+5,728	New	+$407K	0.35%	66

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

Beckerman Institutional's VGT Position: Q1 2026 in Review

Beckerman Institutional held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 6,184 shares worth $539K. The position accounts for 0.29% of the portfolio, ranked #75.

Beckerman Institutional first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. The position peaked at $582K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Beckerman Institutional held 6,184 shares of Vanguard Information Technology ETF worth $539K as of Q1 2026.
Beckerman Institutional left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.29% of Beckerman Institutional's portfolio in Q1 2026, its #75 holding.
Beckerman Institutional first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's Vanguard Information Technology ETF position peaked at $582K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.