Fischer Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Fischer Financial Services’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	$5.68M	Buy	65,080 +928	+1%	+$85.4K	1.91%	17
2025 Q4	$6.04M	Sell	64,152 -3,512	-5%	-$334K	1.6%	19
2025 Q3	$6.32M	Sell	67,664 -9,792	-13%	-$856K	1.7%	19
2025 Q2	$6.38M	Sell	77,456 -952	-1%	-$69.2K	1.88%	19
2025 Q1	$5.32M	Sell	78,408 -112	-0.1%	-$8.44K	1.71%	20
2024 Q4	$6.1M	Buy	+78,520	New	+$6.03M	1.92%	18

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

Fischer Financial Services's VGT Position: Q1 2026 in Review

Fischer Financial Services increased its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q1 2026, buying an estimated $85.4K and bringing the position to 65,080 shares worth $5.68M. The position accounts for 1.91% of the portfolio, ranked #17.

Fischer Financial Services first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.38M in Q2 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Fischer Financial Services held 65,080 shares of Vanguard Information Technology ETF worth $5.68M as of Q1 2026.
Fischer Financial Services bought 928 Vanguard Information Technology ETF shares in Q1 2026, an estimated $85.4K.
Vanguard Information Technology ETF made up 1.91% of Fischer Financial Services's portfolio in Q1 2026, its #17 holding.
Fischer Financial Services first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's Vanguard Information Technology ETF position peaked at $6.38M in Q2 2025.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.