EWA
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EverSource Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

EverSource Wealth Advisors’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 		$570K Buy
6,544
+16
+0.2% +$1.47K 0.02% 550
2025
Q4 		$615K Sell
6,528
-368
-5% -$35K 0.02% 474
2025
Q3 		$643K Sell
6,896
-152
-2% -$13.3K 0.03% 421
2025
Q2 		$585K Sell
7,048
-1,440
-17% -$105K 0.03% 401
2025
Q1 		$576K Sell
8,488
-960
-10% -$72.3K 0.03% 351
2024
Q4 		$734K Buy
9,448
+2,864
+43% +$220K 0.04% 294
2024
Q3 		$483K Sell
6,584
-264
-4% -$18.8K 0.03% 331
2024
Q2 		$486K Buy
6,848
+352
+5% +$23.4K 0.03% 321
2024
Q1 		$402K Buy
6,496
+1,584
+32% +$100K 0.03% 316
2023
Q4 		$297K Sell
4,912
-432
-8% -$24.1K 0.03% 342
2023
Q3 		$277K Buy
5,344
+1,712
+47% +$93.1K 0.03% 326
2023
Q2 		$201K Sell
3,632
-1,008
-22% -$50.6K 0.02% 393
2023
Q1 		$224K Buy
4,640
+784
+20% +$34.7K 0.03% 353
2022
Q4 		$154K Buy
+3,856
New +$157K 0.02% 397

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

EverSource Wealth Advisors's VGT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.25% in Q1 2026, buying an estimated $1.47K and bringing the position to 6,544 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #550.

EverSource Wealth Advisors first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. The position peaked at $734K in Q4 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • EverSource Wealth Advisors held 6,544 shares of Vanguard Information Technology ETF worth $570K as of Q1 2026.
  • EverSource Wealth Advisors bought 16 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.47K.
  • Vanguard Information Technology ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #550 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Vanguard Information Technology ETF position peaked at $734K in Q4 2024.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.