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

Destination 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	$459K	Sell	5,264 -2,344	-31%	-$216K	0.01%	215
2025 Q4	$717K	Buy	7,608 +1,224	+19%	+$116K	0.02%	164
2025 Q3	$596K	Buy	6,384 +928	+17%	+$81.1K	0.02%	164
2025 Q2	$453K	Sell	5,456 -472	-8%	-$34.3K	0.01%	184
2025 Q1	$402K	Sell	5,928 -240	-4%	-$18.1K	0.01%	180
2024 Q4	$479K	Buy	+6,168	New	+$474K	0.02%	163
2022 Q2	–	Sell	-4,720	Closed	-$246K	–	206
2022 Q1	$246K	Buy	+4,720	New	+$242K	0.01%	184
2019 Q1	–	Sell	-1,520	Closed	-$32K	–	735
2018 Q4	$32K	Sell	1,520 -1,408	-48%	-$31.9K	﹤0.01%	312
2018 Q3	$74K	Buy	2,928 +1,824	+165%	+$44.3K	﹤0.01%	242
2018 Q2	$25K	Sell	1,104 -3,104	-74%	-$69.7K	﹤0.01%	330
2018 Q1	$62K	Buy	+4,208	New	+$91.9K	﹤0.01%	232

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

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

Destination Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 31% in Q1 2026, selling an estimated $216K and leaving 5,264 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #215.

Destination Wealth Management first reported a position in VGT in Q1 2018 and has held it in 11 quarters since. The position peaked at $717K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Destination Wealth Management held 5,264 shares of Vanguard Information Technology ETF worth $459K as of Q1 2026.
Destination Wealth Management sold 2,344 Vanguard Information Technology ETF shares in Q1 2026, an estimated $216K.
Vanguard Information Technology ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #215 holding.
Destination Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 11 quarters since.
Destination Wealth Management's Vanguard Information Technology ETF position peaked at $717K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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