Fiduciary Family Office’s Vanguard Information Technology ETF VGT Stock Holding History

Fiduciary Family Office’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	$253K	Hold	2,904	–	–	0.07%	159
2025 Q4	$274K	Hold	2,904	–	–	0.08%	150
2025 Q3	$271K	Sell	2,904 -224	-7%	-$19.6K	0.08%	164
2025 Q2	$259K	Hold	3,128	–	–	0.08%	164
2025 Q1	$212K	Buy	+3,128	New	+$236K	0.07%	181
2024 Q4	–	Sell	-3,800	Closed	-$279K	–	245
2024 Q3	$279K	Hold	3,800	–	–	0.09%	174
2024 Q2	$274K	Hold	3,800	–	–	0.11%	167
2024 Q1	$249K	Sell	3,800 -1,600	-30%	-$101K	0.1%	184
2023 Q4	$327K	Buy	+5,400	New	+$301K	0.14%	154

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

Fiduciary Family Office's VGT Position: Q1 2026 in Review

Fiduciary Family Office held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 2,904 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #159.

Fiduciary Family Office first reported a position in VGT in Q4 2023 and has held it in 9 quarters since. The position peaked at $327K in Q4 2023. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Fiduciary Family Office held 2,904 shares of Vanguard Information Technology ETF worth $253K as of Q1 2026.
Fiduciary Family Office left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.07% of Fiduciary Family Office's portfolio in Q1 2026, its #159 holding.
Fiduciary Family Office first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Vanguard Information Technology ETF position peaked at $327K in Q4 2023.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.