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Concord Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Concord Wealth Partners’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 		$806K Buy
9,240
+424
+5% +$39K 0.1% 133
2025
Q4 		$831K Buy
8,816
+104
+1% +$9.88K 0.11% 135
2025
Q3 		$813K Sell
8,712
-224
-3% -$19.6K 0.11% 135
2025
Q2 		$741K Buy
8,936
+72
+0.8% +$5.24K 0.11% 135
2025
Q1 		$601K Buy
8,864
+640
+8% +$48.2K 0.1% 141
2024
Q4 		$639K Buy
8,224
+640
+8% +$49.2K 0.1% 131
2024
Q3 		$556K Sell
7,584
-64
-0.8% -$4.55K 0.09% 129
2024
Q2 		$551K Sell
7,648
-184
-2% -$12.2K 0.1% 128
2024
Q1 		$513K Sell
7,832
-168
-2% -$10.6K 0.09% 136
2023
Q4 		$484K Sell
8,000
-336
-4% -$18.7K 0.1% 131
2023
Q3 		$432K Sell
8,336
-976
-10% -$53.1K 0.09% 132
2023
Q2 		$515K Sell
9,312
-80
-0.9% -$4.02K 0.11% 109
2023
Q1 		$453K Buy
9,392
+2,040
+28% +$90.2K 0.13% 92
2022
Q4 		$294K Buy
+7,352
New +$300K 0.09% 124
2022
Q3 		– Sell
-4,840
Closed -$198K – 1107
2022
Q2 		$198K Buy
4,840
+16
+0.3% +$721 0.05% 163
2022
Q1 		$251K Sell
4,824
-952
-16% -$48.9K 0.06% 154
2021
Q4 		$331K Buy
5,776
+4,664
+419% +$256K 0.08% 133
2021
Q3 		$56K Sell
1,112
-1,280
-54% -$66.3K 0.02% 198
2021
Q2 		$119K Sell
2,392
-1,968
-45% -$92.8K 0.03% 211
2021
Q1 		$195K Buy
4,360
+3,720
+581% +$167K 0.07% 135
2020
Q4 		$28K Buy
+640
New +$26.3K 0.02% 273

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

Concord Wealth Partners's VGT Position: Q1 2026 in Review

Concord Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 4.8% in Q1 2026, buying an estimated $39K and bringing the position to 9,240 shares worth $806K. The position accounts for 0.1% of the portfolio, ranked #133.

Concord Wealth Partners first reported a position in VGT in Q4 2020 and has held it in 21 quarters since. The position peaked at $831K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Concord Wealth Partners held 9,240 shares of Vanguard Information Technology ETF worth $806K as of Q1 2026.
  • Concord Wealth Partners bought 424 Vanguard Information Technology ETF shares in Q1 2026, an estimated $39K.
  • Vanguard Information Technology ETF made up 0.1% of Concord Wealth Partners's portfolio in Q1 2026, its #133 holding.
  • Concord Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Vanguard Information Technology ETF position peaked at $831K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.