Foundations Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Foundations Investment 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	$15.3M	Buy	175,680 +11,952	+7%	+$1.1M	0.19%	122
2025 Q4	$15.4M	Buy	163,728 +15,736	+11%	+$1.5M	0.2%	112
2025 Q3	$13.8M	Buy	147,992 +16,616	+13%	+$1.45M	0.2%	114
2025 Q2	$10.9M	Buy	131,376 +36,968	+39%	+$2.69M	0.17%	128
2025 Q1	$6.4M	Buy	94,408 +11,544	+14%	+$870K	0.12%	165
2024 Q4	$6.44M	Buy	82,864 +17,488	+27%	+$1.34M	0.12%	153
2024 Q3	$4.79M	Buy	65,376 +10,272	+19%	+$730K	0.1%	175
2024 Q2	$3.97M	Buy	55,104 +14,456	+36%	+$961K	0.1%	167
2024 Q1	$2.66M	Buy	40,648 +6,064	+18%	+$384K	0.07%	207
2023 Q4	$2.16M	Buy	34,584 +8,704	+34%	+$485K	0.06%	216
2023 Q3	$1.34M	Buy	25,880 +14,120	+120%	+$768K	0.04%	261
2023 Q2	$650K	Buy	11,760 +5,224	+80%	+$262K	0.02%	313
2023 Q1	$315K	Buy	+6,536	New	+$289K	0.01%	387
2022 Q2	–	Sell	-88,144	Closed	-$4.23M	–	419
2022 Q1	$4.23M	Buy	88,144 +88	+0.1%	+$4.52K	0.16%	52
2021 Q4	$4.87M	Buy	88,056 +28,792	+49%	+$1.58M	0.18%	47
2021 Q3	$2.98M	Buy	+59,264	New	+$3.07M	0.13%	59
2020 Q3	–	Sell	-2,680,232	Closed	-$94.1M	–	187
2020 Q2	$94.1M	Buy	+2,680,232	New	+$83.6M	8.33%	3

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

Foundations Investment Advisors's VGT Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 7.3% in Q1 2026, buying an estimated $1.1M and bringing the position to 175,680 shares worth $15.3M. The position accounts for 0.19% of the portfolio, ranked #122.

Foundations Investment Advisors first reported a position in VGT in Q2 2020 and has held it in 17 quarters since. The position peaked at $94.1M in Q2 2020. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Foundations Investment Advisors held 175,680 shares of Vanguard Information Technology ETF worth $15.3M as of Q1 2026.
Foundations Investment Advisors bought 11,952 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.1M.
Vanguard Information Technology ETF made up 0.19% of Foundations Investment Advisors's portfolio in Q1 2026, its #122 holding.
Foundations Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 17 quarters since.
Foundations Investment Advisors's Vanguard Information Technology ETF position peaked at $94.1M in Q2 2020.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.