FFWA
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FRG Family Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

FRG Family 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 		$4.07M Sell
46,672
-6,128
-12% -$564K 0.67% 39
2025
Q4 		$4.97M Buy
52,800
+5,624
+12% +$534K 0.77% 31
2025
Q3 		$4.4M Buy
47,176
+3,960
+9% +$346K 0.71% 34
2025
Q2 		$3.58M Buy
43,216
+4,880
+13% +$355K 0.62% 34
2025
Q1 		$2.6M Sell
38,336
-2,760
-7% -$208K 0.5% 41
2024
Q4 		$3.19M Buy
41,096
+1,904
+5% +$146K 0.58% 39
2024
Q3 		$2.87M Sell
39,192
-12,136
-24% -$862K 0.51% 41
2024
Q2 		$3.34M Buy
51,328
+4,152
+9% +$276K 0.65% 37
2024
Q1 		$2.92M Buy
47,176
+1,440
+3% +$91.3K 0.57% 37
2023
Q4 		$2.77M Sell
45,736
-2,120
-4% -$118K 0.56% 37
2023
Q3 		$2.48M Buy
47,856
+6,176
+15% +$336K 0.56% 39
2023
Q2 		$2.3M Sell
41,680
-976
-2% -$49K 0.5% 39
2023
Q1 		$2.06M Sell
42,656
-1,360
-3% -$60.1K 0.47% 41
2022
Q4 		$1.76M Sell
44,016
-2,680
-6% -$109K 0.42% 44
2022
Q3 		$1.79M Sell
46,696
-6,688
-13% -$294K 0.44% 45
2022
Q2 		$2.18M Sell
53,384
-3,680
-6% -$166K 0.5% 43
2022
Q1 		$2.97M Sell
57,064
-10,720
-16% -$550K 0.58% 40
2021
Q4 		$3.88M Buy
67,784
+2,840
+4% +$156K 0.72% 34
2021
Q3 		$3.26M Sell
64,944
-240
-0.4% -$12.4K 0.64% 36
2021
Q2 		$3.25M Sell
65,184
-480
-0.7% -$22.6K 0.62% 36
2021
Q1 		$2.94M Buy
65,664
+8,784
+15% +$395K 0.6% 42
2020
Q4 		$2.52M Buy
56,880
+4,800
+9% +$197K 0.55% 45
2020
Q3 		$2.03M Buy
52,080
+15,440
+42% +$581K 0.49% 47
2020
Q2 		$1.28M Hold
36,640
– – 0.34% 55
2020
Q1 		$971K Buy
36,640
+2,200
+6% +$66.7K 0.29% 59
2019
Q4 		$1.05M Sell
34,440
-1,360
-4% -$38.9K 0.26% 72
2019
Q3 		$965K Sell
35,800
-3,240
-8% -$87.2K 0.25% 77
2019
Q2 		$1.03M Hold
39,040
– – 0.27% 75
2019
Q1 		$979K Sell
39,040
-3,360
-8% -$78.1K 0.28% 76
2018
Q4 		$884K Hold
42,400
– – 0.29% 81
2018
Q3 		$1.07M Sell
42,400
-992
-2% -$24.1K 0.29% 82
2018
Q2 		$984K Buy
43,392
+992
+2% +$22.3K 0.29% 81
2018
Q1 		$906K Buy
42,400
+7,040
+20% +$154K 0.3% 82
2017
Q4 		$728K Sell
35,360
-1,360
-4% -$27.6K 0.24% 92
2017
Q3 		$698K Hold
36,720
– – 0.24% 93
2017
Q2 		$646K Buy
36,720
+3,200
+10% +$56.4K 0.24% 92
2017
Q1 		$568K Hold
33,520
– – 0.22% 95
2016
Q4 		$509K Buy
33,520
+15,200
+83% +$229K 0.21% 93
2016
Q3 		$276K Hold
18,320
– – 0.12% 111
2016
Q2 		$245K Sell
18,320
-528
-3% -$7.09K 0.11% 116
2016
Q1 		$258K Buy
18,848
+216
+1% +$2.75K 0.13% 113
2015
Q4 		$252K Buy
+18,632
New +$254K 0.12% 115

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FRG Family Wealth Advisors's VGT Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 12% in Q1 2026, selling an estimated $564K and leaving 46,672 shares worth $4.07M. The position accounts for 0.67% of the portfolio, ranked #39.

FRG Family Wealth Advisors first reported a position in VGT in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.97M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • FRG Family Wealth Advisors held 46,672 shares of Vanguard Information Technology ETF worth $4.07M as of Q1 2026.
  • FRG Family Wealth Advisors sold 6,128 Vanguard Information Technology ETF shares in Q1 2026, an estimated $564K.
  • Vanguard Information Technology ETF made up 0.67% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • FRG Family Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Vanguard Information Technology ETF position peaked at $4.97M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.