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

Evelyn Partners Investment 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 		$615K Buy
7,048
+64
+0.9% +$5.89K 0.02% 151
2025
Q4 		$658K Hold
6,984
– – 0.02% 149
2025
Q3 		$652K Hold
6,984
– – 0.02% 149
2025
Q2 		$579K Buy
6,984
+160
+2% +$11.6K 0.02% 153
2025
Q1 		$463K Sell
6,824
-48
-0.7% -$3.62K 0.02% 161
2024
Q4 		$534K Buy
+6,872
New +$528K 0.02% 148

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

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

Evelyn Partners Investment Management increased its Vanguard Information Technology ETF (VGT) stake by 0.92% in Q1 2026, buying an estimated $5.89K and bringing the position to 7,048 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #151.

Evelyn Partners Investment Management first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $658K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Evelyn Partners Investment Management held 7,048 shares of Vanguard Information Technology ETF worth $615K as of Q1 2026.
  • Evelyn Partners Investment Management bought 64 Vanguard Information Technology ETF shares in Q1 2026, an estimated $5.89K.
  • Vanguard Information Technology ETF made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #151 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Vanguard Information Technology ETF position peaked at $658K in Q4 2025.
  • 1,978 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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