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

Cresta 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	$247K	Sell	2,832 -504	-15%	-$46.4K	0.1%	50
2025 Q4	$314K	Sell	3,336 -120	-3%	-$11.4K	0.13%	47
2025 Q3	$323K	Sell	3,456 -536	-13%	-$46.8K	0.14%	42
2025 Q2	$331K	Hold	3,992	–	–	0.16%	41
2025 Q1	$271K	Hold	3,992	–	–	0.14%	44
2024 Q4	$293K	Hold	3,992	–	–	0.15%	45
2024 Q3	$293K	Hold	3,992	–	–	0.15%	45
2024 Q2	$288K	Hold	3,992	–	–	0.17%	42
2024 Q1	$262K	Hold	3,992	–	–	0.17%	41
2023 Q4	$242K	Sell	3,992 -32	-0.8%	-$1.78K	0.16%	52
2023 Q3	$209K	Sell	4,024 -2,464	-38%	-$134K	0.16%	46
2023 Q2	$359K	Sell	6,488 -288	-4%	-$14.5K	0.28%	39
2023 Q1	$326K	Sell	6,776 -1,024	-13%	-$45.3K	0.25%	32
2022 Q4	$311K	Sell	7,800 -1,024	-12%	-$41.8K	0.27%	27
2022 Q3	$339K	Buy	+8,824	New	+$388K	0.42%	23

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

Cresta Advisors's VGT Position: Q1 2026 in Review

Cresta Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q1 2026, selling an estimated $46.4K and leaving 2,832 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #50.

Cresta Advisors first reported a position in VGT in Q3 2022 and has held it in 15 quarters since. The position peaked at $359K in Q2 2023. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Cresta Advisors held 2,832 shares of Vanguard Information Technology ETF worth $247K as of Q1 2026.
Cresta Advisors sold 504 Vanguard Information Technology ETF shares in Q1 2026, an estimated $46.4K.
Vanguard Information Technology ETF made up 0.1% of Cresta Advisors's portfolio in Q1 2026, its #50 holding.
Cresta Advisors first reported a position in Vanguard Information Technology ETF in Q3 2022 and has held it in 15 quarters since.
Cresta Advisors's Vanguard Information Technology ETF position peaked at $359K in Q2 2023.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.