Focus Partners Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Focus Partners Wealth’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	$447M	Sell	5,167,248 -5,209,192	-50%	-$480M	0.5%	44
2025 Q4	$978M	Buy	10,376,440 +4,571,904	+79%	+$434M	1.11%	13
2025 Q3	$542M	Buy	5,804,536 +5,475,760	+1,665%	+$478M	0.87%	31
2025 Q2	$27.3M	Buy	328,776 +49,928	+18%	+$3.63M	0.06%	293
2025 Q1	$18.9M	Buy	278,848 +41,848	+18%	+$3.15M	0.05%	338
2024 Q4	$18.4M	Sell	237,000 -11,576	-5%	-$889K	0.05%	335
2024 Q3	$18.2M	Buy	248,576 +161,656	+186%	+$11.5M	0.06%	296
2024 Q2	$6.26M	Buy	86,920 +57,792	+198%	+$3.84M	0.02%	460
2024 Q1	$1.91M	Buy	29,128 +20,728	+247%	+$1.31M	0.02%	494
2023 Q4	$508K	Buy	+8,400	New	+$468K	0.01%	579

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

Focus Partners Wealth's VGT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 50% in Q1 2026, selling an estimated $480M and leaving 5,167,248 shares worth $447M. The position accounts for 0.5% of the portfolio, ranked #44.

Focus Partners Wealth first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $978M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Focus Partners Wealth held 5,167,248 shares of Vanguard Information Technology ETF worth $447M as of Q1 2026.
Focus Partners Wealth sold 5,209,192 Vanguard Information Technology ETF shares in Q1 2026, an estimated $480M.
Vanguard Information Technology ETF made up 0.5% of Focus Partners Wealth's portfolio in Q1 2026, its #44 holding.
Focus Partners Wealth first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Vanguard Information Technology ETF position peaked at $978M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.