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Edgestream Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Edgestream 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 		$211K Sell
2,424
-4,544
-65% -$418K 0.01% 847
2025
Q4 		$657K Sell
6,968
-3,552
-34% -$337K 0.02% 774
2025
Q3 		$982K Buy
+10,520
New +$919K 0.03% 635
2025
Q1 		– Sell
-3,016
Closed -$234K – 1092
2024
Q4 		$234K Sell
3,016
-896
-23% -$68.8K 0.01% 798
2024
Q3 		$287K Sell
3,912
-1,336
-25% -$94.9K 0.01% 773
2024
Q2 		$378K Sell
5,248
-1,624
-24% -$108K 0.02% 708
2024
Q1 		$450K Sell
6,872
-1,448
-17% -$91.8K 0.02% 661
2023
Q4 		$503K Sell
8,320
-9,136
-52% -$509K 0.04% 614
2023
Q3 		$905K Buy
17,456
+5,432
+45% +$295K 0.07% 430
2023
Q2 		$665K Buy
+12,024
New +$604K 0.06% 465

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

Edgestream Partners's VGT Position: Q1 2026 in Review

Edgestream Partners reduced its Vanguard Information Technology ETF (VGT) stake by 65% in Q1 2026, selling an estimated $418K and leaving 2,424 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #847.

Edgestream Partners first reported a position in VGT in Q2 2023 and has held it in 10 quarters since. The position peaked at $982K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Edgestream Partners held 2,424 shares of Vanguard Information Technology ETF worth $211K as of Q1 2026.
  • Edgestream Partners sold 4,544 Vanguard Information Technology ETF shares in Q1 2026, an estimated $418K.
  • Vanguard Information Technology ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #847 holding.
  • Edgestream Partners first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 10 quarters since.
  • Edgestream Partners's Vanguard Information Technology ETF position peaked at $982K in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.