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Biltmore Family Office’s Vanguard Information Technology ETF VGT Stock Holding History

Biltmore Family Office’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 		$839K Sell
9,616
-840
-8% -$77.3K 0.12% 114
2025
Q4 		$985K Buy
10,456
+4,056
+63% +$385K 0.14% 102
2025
Q3 		$597K Hold
6,400
– – 0.09% 129
2025
Q2 		$531K Hold
6,400
– – 0.09% 122
2025
Q1 		$434K Sell
6,400
-1,320
-17% -$99.4K 0.07% 142
2024
Q4 		$600K Hold
7,720
– – 0.1% 114
2024
Q3 		$567K Sell
7,720
-2,400
-24% -$171K 0.1% 119
2024
Q2 		$730K Sell
10,120
-720
-7% -$47.9K 0.13% 94
2024
Q1 		$710K Sell
10,840
-1,600
-13% -$101K 0.14% 93
2023
Q4 		$753K Sell
12,440
-760
-6% -$42.3K 0.16% 90
2023
Q3 		$686K Sell
13,200
-480
-4% -$26.1K 0.16% 90
2023
Q2 		$757K Hold
13,680
– – 0.16% 85
2023
Q1 		$659K Hold
13,680
– – 0.14% 104
2022
Q4 		$546K Sell
13,680
-2,320
-15% -$94.7K 0.11% 119
2022
Q3 		$616K Hold
16,000
– – 0.14% 88
2022
Q2 		$653K Hold
16,000
– – 0.16% 87
2022
Q1 		$833K Hold
16,000
– – 0.18% 84
2021
Q4 		$916K Hold
16,000
– – 0.17% 87
2021
Q3 		$804K Sell
16,000
-840
-5% -$43.5K 0.19% 80
2021
Q2 		$839K Hold
16,840
– – 0.24% 73
2021
Q1 		$755K Hold
16,840
– – 0.24% 66
2020
Q4 		$745K Hold
16,840
– – 0.22% 66
2020
Q3 		$656K Hold
16,840
– – 0.37% 64
2020
Q2 		$587K Hold
16,840
– – 0.35% 72
2020
Q1 		$446K Hold
16,840
– – 0.29% 85
2019
Q4 		$515K Buy
+16,840
New +$482K 0.21% 93

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

Biltmore Family Office's VGT Position: Q1 2026 in Review

Biltmore Family Office reduced its Vanguard Information Technology ETF (VGT) stake by 8% in Q1 2026, selling an estimated $77.3K and leaving 9,616 shares worth $839K. The position accounts for 0.12% of the portfolio, ranked #114.

Biltmore Family Office first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $985K in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Biltmore Family Office held 9,616 shares of Vanguard Information Technology ETF worth $839K as of Q1 2026.
  • Biltmore Family Office sold 840 Vanguard Information Technology ETF shares in Q1 2026, an estimated $77.3K.
  • Vanguard Information Technology ETF made up 0.12% of Biltmore Family Office's portfolio in Q1 2026, its #114 holding.
  • Biltmore Family Office first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • Biltmore Family Office's Vanguard Information Technology ETF position peaked at $985K in Q4 2025.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.