CWM
VGT icon

Consultiva Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Consultiva Wealth Management’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 		$340K Hold
3,896
– – 0.99% 16
2025
Q4 		$367K Sell
3,896
-1,248
-24% -$119K 1.03% 17
2025
Q3 		$480K Hold
5,144
– – 1.35% 13
2025
Q2 		$426K Hold
5,144
– – 1.32% 14
2025
Q1 		$349K Buy
+5,144
New +$388K 1.2% 15

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

Consultiva Wealth Management's VGT Position: Q1 2026 in Review

Consultiva Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,896 shares worth $340K. The position accounts for 0.99% of the portfolio, ranked #16.

Consultiva Wealth Management first reported a position in VGT in Q1 2025 and has held it in 5 quarters since. The position peaked at $480K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Consultiva Wealth Management held 3,896 shares of Vanguard Information Technology ETF worth $340K as of Q1 2026.
  • Consultiva Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.99% of Consultiva Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Consultiva Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's Vanguard Information Technology ETF position peaked at $480K in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.