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Claris Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Claris Financial’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 		– Sell
-2,256
Closed -$212K – 191
2025
Q4 		$212K Sell
2,256
-520
-19% -$49.4K 0.11% 169
2025
Q3 		$259K Buy
2,776
+8
+0.3% +$699 0.15% 132
2025
Q2 		$230K Sell
2,768
-240
-8% -$17.5K 0.17% 127
2025
Q1 		$234K Hold
3,008
– – 0.15% 142
2024
Q4 		$234K Buy
+3,008
New +$231K 0.15% 142

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

Claris Financial's VGT Position: Q1 2026 in Review

Claris Financial sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 2,256 shares — an estimated $212K sold.

Claris Financial first reported a position in VGT in Q4 2024 and held it in 5 quarters. The position peaked at $259K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Claris Financial reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Claris Financial sold 2,256 Vanguard Information Technology ETF shares in Q1 2026, an estimated $212K.
  • Claris Financial first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 5 quarters.
  • Claris Financial's Vanguard Information Technology ETF position peaked at $259K in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.