DPI
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Diversified Portfolios Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Diversified Portfolios Inc’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 		$382K Sell
4,376
-4,856
-53% -$447K 0.03% 142
2025
Q4 		$870K Sell
9,232
-64
-0.7% -$6.08K 0.07% 97
2025
Q3 		$868K Hold
9,296
– – 0.08% 94
2025
Q2 		$771K Sell
9,296
-112
-1% -$8.14K 0.07% 95
2025
Q1 		$638K Buy
9,408
+112
+1% +$8.44K 0.07% 99
2024
Q4 		$723K Hold
9,296
– – 0.08% 94
2024
Q3 		$682K Buy
9,296
+1,528
+20% +$109K 0.08% 94
2024
Q2 		$560K Buy
7,768
+1,208
+18% +$80.3K 0.07% 98
2024
Q1 		$430K Hold
6,560
– – 0.06% 100
2023
Q4 		$397K Hold
6,560
– – 0.06% 98
2023
Q3 		$340K Hold
6,560
– – 0.06% 96
2023
Q2 		$363K Hold
6,560
– – 0.07% 101
2023
Q1 		$316K Sell
6,560
-1,040
-14% -$46K 0.07% 110
2022
Q4 		$303K Sell
7,600
-560
-7% -$22.8K 0.07% 114
2022
Q3 		$314K Sell
8,160
-2,000
-20% -$88K 0.08% 108
2022
Q2 		$415K Hold
10,160
– – 0.12% 85
2022
Q1 		$529K Buy
10,160
+3,600
+55% +$185K 0.13% 82
2021
Q4 		$376K Hold
6,560
– – 0.09% 101
2021
Q3 		$329K Buy
6,560
+536
+9% +$27.8K 0.09% 97
2021
Q2 		$300K Buy
6,024
+424
+8% +$20K 0.11% 87
2021
Q1 		$251K Hold
5,600
– – 0.08% 89
2020
Q4 		$248K Hold
5,600
– – 0.09% 85
2020
Q3 		$218K Buy
+5,600
New +$211K 0.09% 69

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

Diversified Portfolios Inc's VGT Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Information Technology ETF (VGT) stake by 53% in Q1 2026, selling an estimated $447K and leaving 4,376 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #142.

Diversified Portfolios Inc first reported a position in VGT in Q3 2020 and has held it in 23 quarters since. The position peaked at $870K in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Diversified Portfolios Inc held 4,376 shares of Vanguard Information Technology ETF worth $382K as of Q1 2026.
  • Diversified Portfolios Inc sold 4,856 Vanguard Information Technology ETF shares in Q1 2026, an estimated $447K.
  • Vanguard Information Technology ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #142 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 23 quarters since.
  • Diversified Portfolios Inc's Vanguard Information Technology ETF position peaked at $870K in Q4 2025.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.