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Catalyst Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Catalyst Financial Partners’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 		$390K Hold
4,472
– – 0.05% 243
2025
Q4 		$421K Buy
4,472
+720
+19% +$68.4K 0.05% 206
2025
Q3 		$350K Hold
3,752
– – 0.04% 219
2025
Q2 		$311K Buy
+3,752
New +$273K 0.03% 230

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

Catalyst Financial Partners's VGT Position: Q1 2026 in Review

Catalyst Financial Partners held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 4,472 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #243.

Catalyst Financial Partners first reported a position in VGT in Q2 2025 and has held it in 4 quarters since. The position peaked at $421K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Catalyst Financial Partners held 4,472 shares of Vanguard Information Technology ETF worth $390K as of Q1 2026.
  • Catalyst Financial Partners left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #243 holding.
  • Catalyst Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Catalyst Financial Partners's Vanguard Information Technology ETF position peaked at $421K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.