Benjamin Edwards Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Benjamin Edwards Inc’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	$2.32M	Sell	26,600 -11,952	-31%	-$1.1M	0.02%	500
2025 Q4	$3.63M	Buy	38,552 +13,608	+55%	+$1.29M	0.04%	372
2025 Q3	$2.33M	Buy	24,944 +3,312	+15%	+$289K	0.03%	454
2025 Q2	$1.79M	Buy	21,632 +9,736	+82%	+$708K	0.02%	475
2025 Q1	$807K	Hold	11,896	–	–	0.01%	647
2024 Q4	$925K	Hold	11,896	–	–	0.01%	635
2024 Q3	$872K	Buy	+11,896	New	+$845K	0.01%	633
2023 Q1	–	Sell	-24	Closed	-$1K	–	762
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	713
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	698
2022 Q2	$1K	Buy	+24	New	+$1.08K	﹤0.01%	702

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

Benjamin Edwards Inc's VGT Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Information Technology ETF (VGT) stake by 31% in Q1 2026, selling an estimated $1.1M and leaving 26,600 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #500.

Benjamin Edwards Inc first reported a position in VGT in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.63M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Benjamin Edwards Inc held 26,600 shares of Vanguard Information Technology ETF worth $2.32M as of Q1 2026.
Benjamin Edwards Inc sold 11,952 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.1M.
Vanguard Information Technology ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #500 holding.
Benjamin Edwards Inc first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 10 quarters since.
Benjamin Edwards Inc's Vanguard Information Technology ETF position peaked at $3.63M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.