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Capital Analysts LLC’s Vanguard Information Technology ETF VGT Stock Holding History

Capital Analysts LLC’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 		$573K Buy
6,568
+3,632
+124% +$334K 0.02% 422
2025
Q4 		$277K Sell
2,936
-48
-2% -$4.56K 0.01% 552
2025
Q3 		$279K Buy
2,984
+320
+12% +$28K 0.01% 534
2025
Q2 		$221K Buy
2,664
+240
+10% +$17.5K 0.01% 532
2025
Q1 		$164K Buy
2,424
+1,144
+89% +$86.2K 0.01% 555
2024
Q4 		$99K Sell
1,280
-648
-34% -$49.8K ﹤0.01% 616
2024
Q3 		$141K Buy
1,928
+288
+18% +$20.5K 0.01% 530
2024
Q2 		$118K Hold
1,640
– – 0.01% 544
2024
Q1 		$107K Buy
1,640
+192
+13% +$12.2K 0.01% 535
2023
Q4 		$88K Sell
1,448
-848
-37% -$47.2K ﹤0.01% 551
2023
Q3 		$119K Buy
2,296
+1,752
+322% +$95.3K 0.01% 459
2023
Q2 		$30K Hold
544
– – ﹤0.01% 660
2023
Q1 		$26K Buy
544
+168
+45% +$7.43K ﹤0.01% 692
2022
Q4 		$15K Buy
376
+272
+262% +$11.1K ﹤0.01% 811
2022
Q3 		$4K Hold
104
– – ﹤0.01% 930
2022
Q2 		$4K Sell
104
-400
-79% -$18K ﹤0.01% 900
2022
Q1 		$26K Buy
504
+400
+385% +$20.5K ﹤0.01% 649
2021
Q4 		$6K Hold
104
– – ﹤0.01% 872
2021
Q3 		$5K Sell
104
-56
-35% -$2.9K ﹤0.01% 864
2021
Q2 		$8K Sell
160
-120
-43% -$5.66K ﹤0.01% 778
2021
Q1 		$13K Buy
+280
New +$12.6K ﹤0.01% 765
2020
Q4 		– Sell
-5,944
Closed -$231K – 810
2020
Q3 		$231K Buy
+5,944
New +$224K 0.02% 239
2018
Q2 		– Sell
-104
Closed -$2K – 600
2018
Q1 		$2K Buy
+104
New +$2.27K ﹤0.01% 536

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

Capital Analysts LLC's VGT Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Information Technology ETF (VGT) stake by 124% in Q1 2026, buying an estimated $334K and bringing the position to 6,568 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #422.

Capital Analysts LLC first reported a position in VGT in Q1 2018 and has held it in 23 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Capital Analysts LLC held 6,568 shares of Vanguard Information Technology ETF worth $573K as of Q1 2026.
  • Capital Analysts LLC bought 3,632 Vanguard Information Technology ETF shares in Q1 2026, an estimated $334K.
  • Vanguard Information Technology ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #422 holding.
  • Capital Analysts LLC first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 23 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.