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Evelyn Partners Investment Management Services’s Vanguard Information Technology ETF VGT Stock Holding History

Evelyn Partners Investment Management Services’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 		$54.4K Hold
624
– – 0.01% 175
2025
Q4 		$58.8K Hold
624
– – 0.01% 169
2025
Q3 		$58.2K Hold
624
– – 0.01% 173
2025
Q2 		$51.7K Hold
624
– – 0.01% 170
2025
Q1 		$42.3K Hold
624
– – 0.01% 172
2024
Q4 		$48.5K Buy
+624
New +$47.9K 0.01% 169

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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 $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
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

Evelyn Partners Investment Management Services's VGT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 624 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #175.

Evelyn Partners Investment Management Services first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.8K in Q4 2025. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Evelyn Partners Investment Management Services held 624 shares of Vanguard Information Technology ETF worth $54.4K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #175 holding.
  • Evelyn Partners Investment Management Services first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Vanguard Information Technology ETF position peaked at $58.8K in Q4 2025.
  • 1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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