Evelyn Partners Investment Management (Europe)’s Vanguard Information Technology ETF VGT Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$12.1M	Sell	138,976 -2,056	-1%	-$189K	4.17%	7
2025 Q4	$13.3M	Sell	141,032 -6,232	-4%	-$592K	4.31%	8
2025 Q3	$13.7M	Buy	147,264 +392	+0.3%	+$34.3K	4.76%	8
2025 Q2	$12.2M	Buy	146,872 +2,592	+2%	+$188K	4.37%	8
2025 Q1	$9.78M	Buy	144,280 +16	+0%	+$1.21K	3.66%	9
2024 Q4	$11.2M	Buy	+144,264	New	+$11.1M	4.08%	8

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 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

Evelyn Partners Investment Management (Europe)'s VGT Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its Vanguard Information Technology ETF (VGT) stake by 1.5% in Q1 2026, selling an estimated $189K and leaving 138,976 shares worth $12.1M. The position accounts for 4.17% of the portfolio, ranked #7.

Evelyn Partners Investment Management (Europe) first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7M in Q3 2025. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 138,976 shares of Vanguard Information Technology ETF worth $12.1M as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 2,056 Vanguard Information Technology ETF shares in Q1 2026, an estimated $189K.
Vanguard Information Technology ETF made up 4.17% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #7 holding.
Evelyn Partners Investment Management (Europe) first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s Vanguard Information Technology ETF position peaked at $13.7M in Q3 2025.
1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.