Financial Gravity Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Financial Gravity Asset Management’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	$52.3K	Hold	600	–	–	0.01%	292
2025 Q4	$56.5K	Hold	600	–	–	0.01%	237
2025 Q3	$56K	Buy	+600	New	+$52.4K	0.01%	282
2019 Q4	$245K	Buy	+1,424	New	+$40.8K	0.17%	79

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Gravity Asset Management's VGT Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 600 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #292.

Financial Gravity Asset Management first reported a position in VGT in Q4 2019 and has held it in 4 quarters since. The position peaked at $245K in Q4 2019. 1,985 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Financial Gravity Asset Management held 600 shares of Vanguard Information Technology ETF worth $52.3K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #292 holding.
Financial Gravity Asset Management first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 4 quarters since.
Financial Gravity Asset Management's Vanguard Information Technology ETF position peaked at $245K in Q4 2019.
1,985 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.