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

Evolution 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 		$4.47M Sell
51,264
-1,272
-2% -$117K 0.46% 30
2025
Q4 		$4.95M Sell
52,536
-1,240
-2% -$118K 0.5% 29
2025
Q3 		$5.02M Sell
53,776
-2,864
-5% -$250K 0.67% 29
2025
Q2 		$4.7M Sell
56,640
-200
-0.4% -$14.5K 0.69% 28
2025
Q1 		$3.85M Sell
56,840
-1,128
-2% -$85K 0.64% 31
2024
Q4 		$4.51M Buy
57,968
+2,784
+5% +$214K 0.75% 27
2024
Q3 		$4.05M Sell
55,184
-280
-0.5% -$19.9K 0.73% 29
2024
Q2 		$4M Sell
55,464
-1,080
-2% -$71.8K 0.78% 29
2024
Q1 		$3.71M Sell
56,544
-1,224
-2% -$77.6K 0.71% 31
2023
Q4 		$3.49M Sell
57,768
-232
-0.4% -$12.9K 0.7% 34
2023
Q3 		$3.01M Sell
58,000
-2,800
-5% -$152K 0.67% 36
2023
Q2 		$3.36M Buy
60,800
+6,720
+12% +$337K 0.74% 33
2023
Q1 		$2.61M Sell
54,080
-13,240
-20% -$585K 0.63% 36
2022
Q4 		$2.69M Buy
+67,320
New +$2.75M 0.68% 35
2021
Q4 		– Sell
-160
Closed -$8K – 611
2021
Q3 		$8K Hold
160
– – ﹤0.01% 438
2021
Q2 		$8K Hold
160
– – ﹤0.01% 450
2021
Q1 		$7K Hold
160
– – ﹤0.01% 489
2020
Q4 		$7K Sell
160
-13,536
-99% -$557K ﹤0.01% 408
2020
Q3 		$533K Buy
13,696
+7,416
+118% +$279K 0.15% 58
2020
Q2 		$219K Sell
6,280
-16,064
-72% -$501K 0.07% 76
2020
Q1 		$592K Sell
22,344
-1,936
-8% -$58.7K 0.24% 39
2019
Q4 		$743K Buy
24,280
+17,080
+237% +$489K 0.19% 42
2019
Q3 		$194K Sell
7,200
-320
-4% -$8.62K 0.09% 32
2019
Q2 		$198K Sell
7,520
-1,600
-18% -$41.3K 0.09% 42
2019
Q1 		$229K Sell
9,120
-14,520
-61% -$337K 0.11% 43
2018
Q4 		$493K Buy
+23,640
New +$536K 0.23% 50

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

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

Evolution Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 2.4% in Q1 2026, selling an estimated $117K and leaving 51,264 shares worth $4.47M. The position accounts for 0.46% of the portfolio, ranked #30.

Evolution Wealth Advisors first reported a position in VGT in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.02M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Evolution Wealth Advisors held 51,264 shares of Vanguard Information Technology ETF worth $4.47M as of Q1 2026.
  • Evolution Wealth Advisors sold 1,272 Vanguard Information Technology ETF shares in Q1 2026, an estimated $117K.
  • Vanguard Information Technology ETF made up 0.46% of Evolution Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 26 quarters since.
  • Evolution Wealth Advisors's Vanguard Information Technology ETF position peaked at $5.02M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.