CFAM
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Center For Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Center For Asset 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 		$368K Buy
4,216
+1,544
+58% +$142K 0.18% 108
2025
Q4 		$252K Buy
2,672
+112
+4% +$10.6K 0.13% 128
2025
Q3 		$239K Buy
+2,560
New +$224K 0.13% 125

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

Center For Asset Management's VGT Position: Q1 2026 in Review

Center For Asset Management increased its Vanguard Information Technology ETF (VGT) stake by 58% in Q1 2026, buying an estimated $142K and bringing the position to 4,216 shares worth $368K. The position accounts for 0.18% of the portfolio, ranked #108.

Center For Asset Management first reported a position in VGT in Q3 2025 and has held it in 3 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Center For Asset Management held 4,216 shares of Vanguard Information Technology ETF worth $368K as of Q1 2026.
  • Center For Asset Management bought 1,544 Vanguard Information Technology ETF shares in Q1 2026, an estimated $142K.
  • Vanguard Information Technology ETF made up 0.18% of Center For Asset Management's portfolio in Q1 2026, its #108 holding.
  • Center For Asset Management first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.