CBIZ Investment Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

CBIZ Investment Advisory Services’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	$171K	Hold	1,960	–	–	0.01%	48
2025 Q4	$185K	Buy	1,960 +280	+17%	+$26.6K	0.01%	60
2025 Q3	$157K	Hold	1,680	–	–	0.01%	58
2025 Q2	$139K	Hold	1,680	–	–	0.01%	58
2025 Q1	$114K	Buy	1,680 +8	+0.5%	+$603	0.01%	65
2024 Q4	$130K	Hold	1,672	–	–	0.01%	60
2024 Q3	$123K	Buy	1,672 +1,360	+436%	+$96.6K	0.01%	62
2024 Q2	$22.5K	Sell	312 -48	-13%	-$3.19K	﹤0.01%	150
2024 Q1	$23.6K	Buy	+360	New	+$22.8K	﹤0.01%	151
2021 Q3	–	Hold	0	–	–	–	71
2020 Q4	–	Hold	0	–	–	–	44
2020 Q3	–	Hold	0	–	–	–	48
2020 Q2	–	Hold	0	–	–	–	54
2020 Q1	–	Hold	0	–	–	–	68
2019 Q4	–	Hold	0	–	–	–	72

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

CBIZ Investment Advisory Services's VGT Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 1,960 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #48.

CBIZ Investment Advisory Services first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $185K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

CBIZ Investment Advisory Services held 1,960 shares of Vanguard Information Technology ETF worth $171K as of Q1 2026.
CBIZ Investment Advisory Services left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #48 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Vanguard Information Technology ETF position peaked at $185K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.