Chokshi & Queen Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Chokshi & Queen Wealth Advisors’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	$909K	Hold	10,424	–	–	0.49%	24
2025 Q4	$982K	Hold	10,424	–	–	0.51%	25
2025 Q3	$973K	Hold	10,424	–	–	0.52%	23
2025 Q2	$864K	Hold	10,424	–	–	0.5%	23
2025 Q1	$707K	Hold	10,424	–	–	0.43%	27
2024 Q4	$810K	Buy	+10,424	New	+$801K	0.5%	20

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

Chokshi & Queen Wealth Advisors's VGT Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 10,424 shares worth $909K. The position accounts for 0.49% of the portfolio, ranked #24.

Chokshi & Queen Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $982K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Chokshi & Queen Wealth Advisors held 10,424 shares of Vanguard Information Technology ETF worth $909K as of Q1 2026.
Chokshi & Queen Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.49% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Chokshi & Queen Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's Vanguard Information Technology ETF position peaked at $982K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.