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

Exencial 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 		$402K Buy
4,608
+824
+22% +$75.9K 0.01% 441
2025
Q4 		$357K Buy
3,784
+304
+9% +$28.9K 0.01% 447
2025
Q3 		$325K Buy
3,480
+168
+5% +$14.7K 0.01% 440
2025
Q2 		$275K Sell
3,312
-496
-13% -$36.1K 0.01% 441
2025
Q1 		$258K Sell
3,808
-1,120
-23% -$84.4K 0.01% 443
2024
Q4 		$383K Buy
4,928
+760
+18% +$58.4K 0.01% 402
2024
Q3 		$306K Buy
4,168
+480
+13% +$34.1K 0.01% 430
2024
Q2 		$266K Sell
3,688
-2,080
-36% -$138K 0.01% 440
2024
Q1 		$378K Buy
5,768
+1,592
+38% +$101K 0.01% 408
2023
Q4 		$253K Buy
4,176
+88
+2% +$4.9K 0.01% 443
2023
Q3 		$212K Sell
4,088
-368
-8% -$20K 0.01% 408
2023
Q2 		$246K Hold
4,456
– – 0.01% 396
2023
Q1 		$215K Buy
+4,456
New +$197K 0.01% 392
2022
Q4 		– Sell
-5,664
Closed -$218K – 439
2022
Q3 		$218K Sell
5,664
-1,904
-25% -$83.7K 0.01% 389
2022
Q2 		$309K Sell
7,568
-1,080
-12% -$48.6K 0.02% 342
2022
Q1 		$450K Buy
8,648
+3,400
+65% +$174K 0.02% 296
2021
Q4 		$300K Buy
5,248
+896
+21% +$49.2K 0.01% 390
2021
Q3 		$218K Buy
4,352
+184
+4% +$9.54K 0.01% 306
2021
Q2 		$208K Buy
+4,168
New +$197K 0.01% 427

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

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

Exencial Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 22% in Q1 2026, buying an estimated $75.9K and bringing the position to 4,608 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #441.

Exencial Wealth Advisors first reported a position in VGT in Q2 2021 and has held it in 19 quarters since. The position peaked at $450K in Q1 2022. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Exencial Wealth Advisors held 4,608 shares of Vanguard Information Technology ETF worth $402K as of Q1 2026.
  • Exencial Wealth Advisors bought 824 Vanguard Information Technology ETF shares in Q1 2026, an estimated $75.9K.
  • Vanguard Information Technology ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #441 holding.
  • Exencial Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 19 quarters since.
  • Exencial Wealth Advisors's Vanguard Information Technology ETF position peaked at $450K in Q1 2022.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.