CCM
VGT icon

CFO Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

CFO Capital 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 		$3.11M Sell
37,168
-1,768
-5% -$163K 2.56% 8
2025
Q4 		$3.67M Buy
+38,936
New +$3.7M 2.75% 7

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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

CFO Capital Management's VGT Position: Q1 2026 in Review

CFO Capital Management reduced its Vanguard Information Technology ETF (VGT) stake by 4.5% in Q1 2026, selling an estimated $163K and leaving 37,168 shares worth $3.11M. The position accounts for 2.56% of the portfolio, ranked #8.

CFO Capital Management first reported a position in VGT in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.67M in Q4 2025. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • CFO Capital Management held 37,168 shares of Vanguard Information Technology ETF worth $3.11M as of Q1 2026.
  • CFO Capital Management sold 1,768 Vanguard Information Technology ETF shares in Q1 2026, an estimated $163K.
  • Vanguard Information Technology ETF made up 2.56% of CFO Capital Management's portfolio in Q1 2026, its #8 holding.
  • CFO Capital Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Vanguard Information Technology ETF position peaked at $3.67M in Q4 2025.
  • 1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.