CCG Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

CCG Wealth Management’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	$872K	Buy	10,000 +5,440	+119%	+$501K	0.24%	60
2025 Q4	$430K	Buy	4,560 +24	+0.5%	+$2.28K	0.18%	62
2025 Q3	$423K	Hold	4,536	–	–	0.2%	53
2025 Q2	$376K	Sell	4,536 -1,264	-22%	-$91.9K	0.2%	54
2025 Q1	$393K	Hold	5,800	–	–	0.24%	52
2024 Q4	$451K	Hold	5,800	–	–	0.25%	45
2024 Q3	$425K	Buy	5,800 +128	+2%	+$9.1K	0.24%	46
2024 Q2	$409K	Sell	5,672 -216	-4%	-$14.4K	0.23%	47
2024 Q1	$386K	Hold	5,888	–	–	0.23%	47
2023 Q4	$356K	Sell	5,888 -48	-0.8%	-$2.67K	0.24%	39
2023 Q3	$308K	Sell	5,936 -5,696	-49%	-$310K	0.2%	48
2023 Q2	$643K	Buy	11,632 +16	+0.1%	+$803	0.4%	30
2023 Q1	$560K	Buy	+11,616	New	+$514K	0.37%	31
2022 Q3	–	Sell	-5,328	Closed	-$217K	–	114
2022 Q2	$217K	Buy	5,328 +800	+18%	+$36K	0.12%	97
2022 Q1	$236K	Hold	4,528	–	–	0.12%	106
2021 Q4	$259K	Hold	4,528	–	–	0.14%	70
2021 Q3	$227K	Hold	4,528	–	–	0.13%	92
2021 Q2	$226K	Buy	+4,528	New	+$214K	0.18%	67

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

CCG Wealth Management's VGT Position: Q1 2026 in Review

CCG Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 119% in Q1 2026, buying an estimated $501K and bringing the position to 10,000 shares worth $872K. The position accounts for 0.24% of the portfolio, ranked #60.

CCG Wealth Management first reported a position in VGT in Q2 2021 and has held it in 18 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

CCG Wealth Management held 10,000 shares of Vanguard Information Technology ETF worth $872K as of Q1 2026.
CCG Wealth Management bought 5,440 Vanguard Information Technology ETF shares in Q1 2026, an estimated $501K.
Vanguard Information Technology ETF made up 0.24% of CCG Wealth Management's portfolio in Q1 2026, its #60 holding.
CCG Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 18 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.