Golden State Equity Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Golden State Equity Partners’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	$751K	Buy	8,616 +2,208	+34%	+$203K	0.06%	344
2025 Q4	$604K	Sell	6,408 -888	-12%	-$84.4K	0.1%	241
2025 Q3	$681K	Sell	7,296 -304	-4%	-$26.6K	0.11%	210
2025 Q2	$630K	Sell	7,600 -536	-7%	-$39K	0.12%	215
2025 Q1	$551K	Sell	8,136 -2,024	-20%	-$152K	0.11%	230
2024 Q4	$790K	Buy	10,160 +10,008	+6,584%	+$769K	0.15%	164
2024 Q3	$11.1K	Sell	152 -9,912	-98%	-$704K	0.01%	566
2024 Q2	$725K	Buy	+10,064	New	+$669K	0.15%	150
2023 Q4	$498K	Buy	+8,224	New	+$458K	0.12%	191

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

Golden State Equity Partners's VGT Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard Information Technology ETF (VGT) stake by 34% in Q1 2026, buying an estimated $203K and bringing the position to 8,616 shares worth $751K. The position accounts for 0.06% of the portfolio, ranked #344.

Golden State Equity Partners first reported a position in VGT in Q4 2023 and has held it in 9 quarters since. The position peaked at $790K in Q4 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Golden State Equity Partners held 8,616 shares of Vanguard Information Technology ETF worth $751K as of Q1 2026.
Golden State Equity Partners bought 2,208 Vanguard Information Technology ETF shares in Q1 2026, an estimated $203K.
Vanguard Information Technology ETF made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #344 holding.
Golden State Equity Partners first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 9 quarters since.
Golden State Equity Partners's Vanguard Information Technology ETF position peaked at $790K in Q4 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.