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Capital Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Capital Investment 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 		$1.8M Sell
20,624
-1,312
-6% -$121K 0.03% 250
2025
Q4 		$2.07M Sell
21,936
-2,336
-10% -$222K 0.03% 231
2025
Q3 		$2.26M Buy
24,272
+3,104
+15% +$271K 0.04% 218
2025
Q2 		$1.76M Sell
21,168
-2,248
-10% -$163K 0.03% 245
2025
Q1 		$1.59M Buy
23,416
+8,584
+58% +$647K 0.03% 248
2024
Q4 		$1.15M Buy
14,832
+1,488
+11% +$114K 0.02% 292
2024
Q3 		$978K Buy
13,344
+728
+6% +$51.7K 0.02% 301
2024
Q2 		$910K Buy
12,616
+2,680
+27% +$178K 0.02% 299
2024
Q1 		$651K Buy
9,936
+936
+10% +$59.3K 0.02% 354
2023
Q4 		$545K Sell
9,000
-24
-0.3% -$1.34K 0.01% 370
2023
Q3 		$468K Buy
9,024
+312
+4% +$17K 0.01% 371
2023
Q2 		$481K Sell
8,712
-760
-8% -$38.2K 0.01% 346
2023
Q1 		$456K Sell
9,472
-8,616
-48% -$381K 0.01% 362
2022
Q4 		$722K Buy
18,088
+11,992
+197% +$489K 0.02% 294
2022
Q3 		$234K Buy
+6,096
New +$268K 0.01% 472
2022
Q2 		– Sell
-4,360
Closed -$227K – 605
2022
Q1 		$227K Buy
4,360
+8
+0.2% +$411 0.01% 529
2021
Q4 		$249K Sell
4,352
-304
-7% -$16.7K 0.01% 503
2021
Q3 		$234K Buy
+4,656
New +$241K 0.01% 511
2021
Q1 		– Sell
-4,752
Closed -$210K – 566
2020
Q4 		$210K Sell
4,752
-520
-10% -$21.4K 0.01% 483
2020
Q3 		$205K Buy
+5,272
New +$198K 0.01% 470

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 Investment Advisors's VGT Position: Q1 2026 in Review

Capital Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 6% in Q1 2026, selling an estimated $121K and leaving 20,624 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #250.

Capital Investment Advisors first reported a position in VGT in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.26M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Capital Investment Advisors held 20,624 shares of Vanguard Information Technology ETF worth $1.8M as of Q1 2026.
  • Capital Investment Advisors sold 1,312 Vanguard Information Technology ETF shares in Q1 2026, an estimated $121K.
  • Vanguard Information Technology ETF made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #250 holding.
  • Capital Investment Advisors first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 20 quarters since.
  • Capital Investment Advisors's Vanguard Information Technology ETF position peaked at $2.26M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.