Elevatus Welath Management’s Vanguard Information Technology ETF VGT Stock Holding History

Elevatus Welath 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	$1.53M	Sell	17,536 -864	-5%	-$79.6K	0.8%	34
2025 Q4	$1.73M	Hold	18,400	–	–	0.47%	55
2025 Q3	$1.72M	Buy	18,400 +24	+0.1%	+$2.1K	0.5%	48
2025 Q2	$1.52M	Hold	18,376	–	–	0.51%	40
2025 Q1	$1.25M	Hold	18,376	–	–	0.71%	28
2024 Q4	$1.43M	Sell	18,376 -40	-0.2%	-$3.07K	0.49%	32
2024 Q3	$1.35M	Buy	18,416 +1,728	+10%	+$123K	0.44%	34
2024 Q2	$1.2M	Sell	16,688 -920	-5%	-$61.2K	0.45%	47
2024 Q1	$1.15M	Buy	17,608 +808	+5%	+$51.2K	0.46%	34
2023 Q4	$1.02M	Buy	16,800 +1,696	+11%	+$94.5K	0.46%	36
2023 Q3	$783K	Buy	+15,104	New	+$821K	0.71%	28

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

Elevatus Welath Management's VGT Position: Q1 2026 in Review

Elevatus Welath Management reduced its Vanguard Information Technology ETF (VGT) stake by 4.7% in Q1 2026, selling an estimated $79.6K and leaving 17,536 shares worth $1.53M. The position accounts for 0.8% of the portfolio, ranked #34.

Elevatus Welath Management first reported a position in VGT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Elevatus Welath Management held 17,536 shares of Vanguard Information Technology ETF worth $1.53M as of Q1 2026.
Elevatus Welath Management sold 864 Vanguard Information Technology ETF shares in Q1 2026, an estimated $79.6K.
Vanguard Information Technology ETF made up 0.8% of Elevatus Welath Management's portfolio in Q1 2026, its #34 holding.
Elevatus Welath Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 11 quarters since.
Elevatus Welath Management's Vanguard Information Technology ETF position peaked at $1.73M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.