Clifford Group’s Vanguard Information Technology ETF VGT Stock Holding History

Clifford Group’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	$4.61M	Buy	52,808 +1,576	+3%	+$145K	3.55%	6
2025 Q4	$4.83M	Buy	51,232 +624	+1%	+$59.3K	3.73%	5
2025 Q3	$4.72M	Sell	50,608 -1,832	-3%	-$160K	3.68%	5
2025 Q2	$4.35M	Buy	52,440 +3,592	+7%	+$261K	3.57%	6
2025 Q1	$3.31M	Buy	48,848 +1,256	+3%	+$94.6K	3.09%	6
2024 Q4	$3.7M	Buy	47,592 +1,272	+3%	+$97.7K	2.82%	6
2024 Q3	$3.4M	Sell	46,320 -17,264	-27%	-$1.23M	2.64%	7
2024 Q2	$4.58M	Buy	63,584 +672	+1%	+$44.7K	3.7%	5
2024 Q1	$4.12M	Buy	62,912 +9,920	+19%	+$629K	3.4%	6
2023 Q4	$3.21M	Buy	52,992 +18,952	+56%	+$1.06M	2.97%	6
2023 Q3	$1.77M	Sell	34,040 -12,880	-27%	-$700K	1.91%	10
2023 Q2	$2.59M	Buy	46,920 +680	+1%	+$34.1K	2.79%	6
2023 Q1	$2.23M	Buy	46,240 +22,400	+94%	+$990K	2.7%	6
2022 Q4	$952K	Buy	+23,840	New	+$973K	1.19%	18

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

Clifford Group's VGT Position: Q1 2026 in Review

Clifford Group increased its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q1 2026, buying an estimated $145K and bringing the position to 52,808 shares worth $4.61M. The position accounts for 3.55% of the portfolio, ranked #6.

Clifford Group first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.83M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Clifford Group held 52,808 shares of Vanguard Information Technology ETF worth $4.61M as of Q1 2026.
Clifford Group bought 1,576 Vanguard Information Technology ETF shares in Q1 2026, an estimated $145K.
Vanguard Information Technology ETF made up 3.55% of Clifford Group's portfolio in Q1 2026, its #6 holding.
Clifford Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
Clifford Group's Vanguard Information Technology ETF position peaked at $4.83M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.