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Clearstead Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Clearstead 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 		$2.93M Buy
33,616
+4,648
+16% +$428K 0.03% 301
2025
Q4 		$2.73M Sell
28,968
-1,544
-5% -$147K 0.03% 281
2025
Q3 		$2.85M Sell
30,512
-680
-2% -$59.4K 0.04% 266
2025
Q2 		$2.59M Buy
31,192
+2,608
+9% +$190K 0.04% 277
2025
Q1 		$1.94M Sell
28,584
-1,448
-5% -$109K 0.03% 305
2024
Q4 		$2.33M Sell
30,032
-2,840
-9% -$218K 0.04% 274
2024
Q3 		$2.41M Buy
32,872
+144
+0.4% +$10.2K 0.04% 273
2024
Q2 		$2.36M Buy
32,728
+12,584
+62% +$837K 0.04% 257
2024
Q1 		$1.31M Sell
20,144
-1,576
-7% -$99.9K 0.06% 195
2023
Q4 		$1.31M Sell
21,720
-8,536
-28% -$476K 0.07% 192
2023
Q3 		$1.57M Buy
30,256
+15,864
+110% +$863K 0.05% 243
2023
Q2 		$795K Buy
14,392
+2,280
+19% +$114K 0.05% 228
2023
Q1 		$584K Buy
12,112
+648
+6% +$28.6K 0.04% 239
2022
Q4 		$458K Sell
11,464
-4,768
-29% -$195K 0.04% 265
2022
Q3 		$624K Sell
16,232
-336
-2% -$14.8K 0.06% 199
2022
Q2 		$676K Sell
16,568
-3,864
-19% -$174K 0.05% 212
2022
Q1 		$1.06M Sell
20,432
-848
-4% -$43.5K 0.07% 177
2021
Q4 		$1.22M Buy
21,280
+1,144
+6% +$62.8K 0.08% 163
2021
Q3 		$1.01M Buy
20,136
+19,232
+2,127% +$997K 0.08% 175
2021
Q2 		$45K Sell
904
-1,544
-63% -$72.8K ﹤0.01% 577
2021
Q1 		$110K Buy
2,448
+1,000
+69% +$45K 0.01% 423
2020
Q4 		$64K Sell
1,448
-1,088
-43% -$44.8K 0.01% 478
2020
Q3 		$99K Buy
2,536
+1,832
+260% +$69K 0.01% 372
2020
Q2 		$25K Buy
704
+504
+252% +$15.7K ﹤0.01% 508
2020
Q1 		$5K Buy
+200
New +$6.06K ﹤0.01% 656

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

Clearstead Advisors's VGT Position: Q1 2026 in Review

Clearstead Advisors increased its Vanguard Information Technology ETF (VGT) stake by 16% in Q1 2026, buying an estimated $428K and bringing the position to 33,616 shares worth $2.93M. The position accounts for 0.03% of the portfolio, ranked #301.

Clearstead Advisors first reported a position in VGT in Q1 2020 and has held it in 25 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Clearstead Advisors held 33,616 shares of Vanguard Information Technology ETF worth $2.93M as of Q1 2026.
  • Clearstead Advisors bought 4,648 Vanguard Information Technology ETF shares in Q1 2026, an estimated $428K.
  • Vanguard Information Technology ETF made up 0.03% of Clearstead Advisors's portfolio in Q1 2026, its #301 holding.
  • Clearstead Advisors first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.