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

Flagship 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	$663K	Sell	8,000 -9,696	-55%	-$893K	0.29%	53
2025 Q4	$1.67M	Buy	17,696 +4,832	+38%	+$459K	0.48%	39
2025 Q3	$1.2M	Buy	12,864 +208	+2%	+$18.2K	0.4%	42
2025 Q2	$1.05M	Buy	12,656 +112	+0.9%	+$8.14K	0.4%	44
2025 Q1	$850K	Buy	12,544 +8,000	+176%	+$603K	0.36%	48
2024 Q4	$353K	Buy	+4,544	New	+$349K	0.21%	62

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

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

Flagship Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 55% in Q1 2026, selling an estimated $893K and leaving 8,000 shares worth $663K. The position accounts for 0.29% of the portfolio, ranked #53.

Flagship Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Flagship Wealth Advisors held 8,000 shares of Vanguard Information Technology ETF worth $663K as of Q1 2026.
Flagship Wealth Advisors sold 9,696 Vanguard Information Technology ETF shares in Q1 2026, an estimated $893K.
Vanguard Information Technology ETF made up 0.29% of Flagship Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Flagship Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.67M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.