GVAG
VGT icon

Great Valley Advisor Group’s Vanguard Information Technology ETF VGT Stock Holding History

Great Valley Advisor Group’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 		$2.78M Buy
31,824
+6,688
+27% +$616K 0.05% 312
2025
Q4 		$2.37M Buy
25,136
+4,640
+23% +$441K 0.05% 306
2025
Q3 		$1.91M Buy
20,496
+784
+4% +$68.5K 0.04% 350
2025
Q2 		$1.63M Buy
19,712
+160
+0.8% +$11.6K 0.04% 354
2025
Q1 		$1.32M Buy
19,552
+680
+4% +$51.2K 0.03% 388
2024
Q4 		$1.47M Buy
18,872
+568
+3% +$43.6K 0.03% 371
2024
Q3 		$1.34M Sell
18,304
-1,376
-7% -$97.8K 0.03% 378
2024
Q2 		$1.42M Buy
19,680
+328
+2% +$21.8K 0.04% 322
2024
Q1 		$1.27M Buy
19,352
+2,744
+17% +$174K 0.04% 332
2023
Q4 		$1M Sell
16,608
-2,608
-14% -$145K 0.04% 339
2023
Q3 		$997K Sell
19,216
-1,752
-8% -$95.3K 0.04% 312
2023
Q2 		$1.16M Buy
20,968
+1,624
+8% +$81.6K 0.05% 293
2023
Q1 		$932K Buy
19,344
+128
+0.7% +$5.66K 0.04% 316
2022
Q4 		$768K Sell
19,216
-6,296
-25% -$257K 0.04% 367
2022
Q3 		$980K Buy
25,512
+9,032
+55% +$397K 0.05% 310
2022
Q2 		$673K Buy
16,480
+1,224
+8% +$55.1K 0.04% 371
2022
Q1 		$802K Buy
15,256
+768
+5% +$39.4K 0.05% 307
2021
Q4 		$820K Buy
14,488
+1,792
+14% +$98.4K 0.05% 295
2021
Q3 		$637K Sell
12,696
-104
-0.8% -$5.39K 0.04% 315
2021
Q2 		$631K Buy
+12,800
New +$604K 0.05% 303

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

Great Valley Advisor Group's VGT Position: Q1 2026 in Review

Great Valley Advisor Group increased its Vanguard Information Technology ETF (VGT) stake by 27% in Q1 2026, buying an estimated $616K and bringing the position to 31,824 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #312.

Great Valley Advisor Group first reported a position in VGT in Q2 2021 and has held it in 20 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Great Valley Advisor Group held 31,824 shares of Vanguard Information Technology ETF worth $2.78M as of Q1 2026.
  • Great Valley Advisor Group bought 6,688 Vanguard Information Technology ETF shares in Q1 2026, an estimated $616K.
  • Vanguard Information Technology ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #312 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.