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

Daymark 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	$3.4M	Sell	39,008 -3,240	-8%	-$298K	0.11%	156
2025 Q4	$3.98M	Sell	42,248 -2,424	-5%	-$230K	0.13%	130
2025 Q3	$4.17M	Buy	44,672 +216	+0.5%	+$18.9K	0.14%	128
2025 Q2	$3.69M	Sell	44,456 -3,760	-8%	-$273K	0.14%	128
2025 Q1	$3.27M	Sell	48,216 -1,792	-4%	-$135K	0.14%	127
2024 Q4	$3.89M	Sell	50,008 -2,408	-5%	-$185K	0.16%	111
2024 Q3	$3.84M	Sell	52,416 -1,464	-3%	-$104K	0.16%	115
2024 Q2	$3.88M	Buy	53,880 +49,728	+1,198%	+$3.31M	0.18%	106
2024 Q1	$272K	Buy	4,152 +8	+0.2%	+$507	0.01%	365
2023 Q4	$251K	Sell	4,144 -424	-9%	-$23.6K	0.02%	350
2023 Q3	$237K	Buy	+4,568	New	+$248K	0.02%	339

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

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

Daymark Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 7.7% in Q1 2026, selling an estimated $298K and leaving 39,008 shares worth $3.4M. The position accounts for 0.11% of the portfolio, ranked #156.

Daymark Wealth Partners first reported a position in VGT in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.17M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Daymark Wealth Partners held 39,008 shares of Vanguard Information Technology ETF worth $3.4M as of Q1 2026.
Daymark Wealth Partners sold 3,240 Vanguard Information Technology ETF shares in Q1 2026, an estimated $298K.
Vanguard Information Technology ETF made up 0.11% of Daymark Wealth Partners's portfolio in Q1 2026, its #156 holding.
Daymark Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's Vanguard Information Technology ETF position peaked at $4.17M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.