BWM
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Birchcreek Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Birchcreek 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 		$2.27M Sell
26,040
-440
-2% -$40.5K 1.09% 17
2025
Q4 		$2.5M Sell
26,480
-12,296
-32% -$1.17M 1.23% 16
2025
Q3 		$3.62M Sell
38,776
-2,472
-6% -$216K 1.87% 12
2025
Q2 		$3.42M Buy
41,248
+2,312
+6% +$168K 1.94% 13
2025
Q1 		$2.64M Sell
38,936
-536
-1% -$40.4K 1.67% 13
2024
Q4 		$3.07M Sell
39,472
-5,056
-11% -$388K 1.93% 10
2024
Q3 		$3.26M Buy
44,528
+408
+0.9% +$29K 2.14% 12
2024
Q2 		$3.18M Sell
44,120
-112
-0.3% -$7.45K 1.79% 13
2024
Q1 		$2.9M Sell
44,232
-1,488
-3% -$94.3K 1.52% 14
2023
Q4 		$2.77M Sell
45,720
-6,096
-12% -$340K 1.65% 15
2023
Q3 		$2.69M Sell
51,816
-1,536
-3% -$83.5K 1.82% 14
2023
Q2 		$2.95M Sell
53,352
-1,888
-3% -$94.8K 2.06% 11
2023
Q1 		$2.66M Sell
55,240
-5,312
-9% -$235K 2.11% 12
2022
Q4 		$2.42M Buy
60,552
+1,072
+2% +$43.7K 2.15% 14
2022
Q3 		$2.29M Buy
59,480
+1,944
+3% +$85.5K 2.12% 13
2022
Q2 		$2.35M Buy
57,536
+13,464
+31% +$606K 2.11% 13
2022
Q1 		$2.29M Buy
44,072
+4,152
+10% +$213K 2.03% 15
2021
Q4 		$2.29M Buy
39,920
+2,064
+5% +$113K 1.99% 14
2021
Q3 		$1.9M Sell
37,856
-2,832
-7% -$147K 1.77% 16
2021
Q2 		$2.03M Sell
40,688
-1,200
-3% -$56.6K 1.95% 15
2021
Q1 		$1.88M Sell
41,888
-4,400
-10% -$198K 1.99% 13
2020
Q4 		$2.05M Buy
+46,288
New +$1.9M 2.01% 11

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

Birchcreek Wealth Management's VGT Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 1.7% in Q1 2026, selling an estimated $40.5K and leaving 26,040 shares worth $2.27M. The position accounts for 1.09% of the portfolio, ranked #17.

Birchcreek Wealth Management first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.62M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Birchcreek Wealth Management held 26,040 shares of Vanguard Information Technology ETF worth $2.27M as of Q1 2026.
  • Birchcreek Wealth Management sold 440 Vanguard Information Technology ETF shares in Q1 2026, an estimated $40.5K.
  • Vanguard Information Technology ETF made up 1.09% of Birchcreek Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Information Technology ETF position peaked at $3.62M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.