Bright Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Bright Financial 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	$2.67M	Buy	30,608 +208	+0.7%	+$19.2K	1.22%	20
2025 Q4	$2.86M	Buy	30,400 +2,200	+8%	+$209K	1.35%	20
2025 Q3	$2.63M	Hold	28,200	–	–	1.29%	20
2025 Q2	$2.34M	Hold	28,200	–	–	1.3%	20
2025 Q1	$1.91M	Hold	28,200	–	–	1.17%	20
2024 Q4	$2.19M	Hold	28,200	–	–	1.38%	19
2024 Q3	$2.07M	Hold	28,200	–	–	1.32%	20
2024 Q2	$2.03M	Sell	28,200 -17,728	-39%	-$1.18M	1.43%	18
2024 Q1	$2.04M	Buy	+45,928	New	+$2.91M	1.52%	17

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

Bright Financial Advisors's VGT Position: Q1 2026 in Review

Bright Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.68% in Q1 2026, buying an estimated $19.2K and bringing the position to 30,608 shares worth $2.67M. The position accounts for 1.22% of the portfolio, ranked #20.

Bright Financial Advisors first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.86M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Bright Financial Advisors held 30,608 shares of Vanguard Information Technology ETF worth $2.67M as of Q1 2026.
Bright Financial Advisors bought 208 Vanguard Information Technology ETF shares in Q1 2026, an estimated $19.2K.
Vanguard Information Technology ETF made up 1.22% of Bright Financial Advisors's portfolio in Q1 2026, its #20 holding.
Bright Financial Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's Vanguard Information Technology ETF position peaked at $2.86M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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