Facet Wealth Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Facet Wealth Inc’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	$839K	Buy	9,624 +2,904	+43%	+$267K	0.01%	116
2025 Q4	$651K	Buy	6,720 +2,096	+45%	+$199K	0.01%	130
2025 Q3	$432K	Buy	4,624 +376	+9%	+$32.9K	0.01%	129
2025 Q2	$367K	Sell	4,248 -112	-3%	-$8.14K	0.01%	116
2025 Q1	$307K	Sell	4,360 -312	-7%	-$23.5K	0.01%	108
2024 Q4	$363K	Sell	4,672 -624	-12%	-$47.9K	0.01%	103
2024 Q3	$388K	Sell	5,296 -1,304	-20%	-$92.7K	0.01%	101
2024 Q2	$453K	Buy	6,600 +1,592	+32%	+$106K	0.01%	89
2024 Q1	$324K	Buy	+5,008	New	+$317K	0.01%	88

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Facet Wealth Inc's VGT Position: Q1 2026 in Review

Facet Wealth Inc increased its Vanguard Information Technology ETF (VGT) stake by 43% in Q1 2026, buying an estimated $267K and bringing the position to 9,624 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #116.

Facet Wealth Inc first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Facet Wealth Inc held 9,624 shares of Vanguard Information Technology ETF worth $839K as of Q1 2026.
Facet Wealth Inc bought 2,904 Vanguard Information Technology ETF shares in Q1 2026, an estimated $267K.
Vanguard Information Technology ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #116 holding.
Facet Wealth Inc first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.