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

Cranbrook 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	$207K	Hold	2,368	–	–	0.04%	119
2025 Q4	$223K	Hold	2,368	–	–	0.04%	119
2025 Q3	$221K	Sell	2,368 -144	-6%	-$12.6K	0.04%	125
2025 Q2	$208K	Hold	2,512	–	–	0.04%	117
2025 Q1	$170K	Hold	2,512	–	–	0.04%	118
2024 Q4	$195K	Hold	2,512	–	–	0.05%	109
2024 Q3	$184K	Buy	2,512 +144	+6%	+$10.2K	0.04%	115
2024 Q2	$171K	Hold	2,368	–	–	0.04%	115
2024 Q1	$155K	Hold	2,368	–	–	0.04%	102
2023 Q4	$143K	Hold	2,368	–	–	0.04%	105
2023 Q3	$123K	Hold	2,368	–	–	0.04%	105
2023 Q2	$131K	Hold	2,368	–	–	0.04%	105
2023 Q1	$114K	Hold	2,368	–	–	0.03%	114
2022 Q4	$94.5K	Hold	2,368	–	–	0.03%	119
2022 Q3	$91K	Hold	2,368	–	–	0.02%	126
2022 Q2	$97K	Hold	2,368	–	–	0.02%	126
2022 Q1	$123K	Buy	2,368 +1,488	+169%	+$76.4K	0.03%	126
2021 Q4	$50K	Hold	880	–	–	0.01%	188
2021 Q3	$44K	Hold	880	–	–	0.01%	200
2021 Q2	$44K	Hold	880	–	–	0.01%	195
2021 Q1	$39K	Hold	880	–	–	0.01%	204
2020 Q4	$39K	Hold	880	–	–	0.01%	173
2020 Q3	$34K	Hold	880	–	–	0.01%	160
2020 Q2	$31K	Hold	880	–	–	0.01%	160
2020 Q1	$23K	Hold	880	–	–	0.01%	165
2019 Q4	$27K	Buy	+880	New	+$25.2K	0.01%	164

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

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

Cranbrook Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 2,368 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #119.

Cranbrook Wealth Management first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $223K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Cranbrook Wealth Management held 2,368 shares of Vanguard Information Technology ETF worth $207K as of Q1 2026.
Cranbrook Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.04% of Cranbrook Wealth Management's portfolio in Q1 2026, its #119 holding.
Cranbrook Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
Cranbrook Wealth Management's Vanguard Information Technology ETF position peaked at $223K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.