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Guardian Wealth Advisors (North Carolina)’s Vanguard Information Technology ETF VGT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.37M Sell
15,752
-3,408
-18% -$314K 0.09% 128
2025
Q4 		$1.81M Buy
19,160
+488
+3% +$46.4K 0.11% 109
2025
Q3 		$1.74M Buy
18,672
+2,008
+12% +$175K 0.11% 108
2025
Q2 		$1.38M Buy
16,664
+1,120
+7% +$81.4K 0.1% 110
2025
Q1 		$1.05M Buy
15,544
+7,400
+91% +$558K 0.08% 125
2024
Q4 		$633K Buy
8,144
+1,344
+20% +$103K 0.05% 167
2024
Q3 		$499K Hold
6,800
– – 0.05% 166
2024
Q2 		$490K Hold
6,800
– – 0.06% 159
2024
Q1 		$446K Hold
6,800
– – 0.05% 170
2023
Q4 		$411K Sell
6,800
-192
-3% -$10.7K 0.06% 157
2023
Q3 		$364K Sell
6,992
-136
-2% -$7.39K 0.06% 160
2023
Q2 		$395K Sell
7,128
-616
-8% -$30.9K 0.07% 146
2023
Q1 		$373K Buy
7,744
+7,344
+1,836% +$325K 0.07% 146
2022
Q4 		$16K Buy
+400
New +$16.3K ﹤0.01% 300
2022
Q3 		– Sell
-400
Closed -$16K – 378
2022
Q2 		$16K Sell
400
-560
-58% -$25.2K ﹤0.01% 275
2022
Q1 		$50K Sell
960
-320
-25% -$16.4K 0.02% 190
2021
Q4 		$73K Buy
+1,280
New +$70.3K 0.03% 164

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

Guardian Wealth Advisors (North Carolina)'s VGT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Vanguard Information Technology ETF (VGT) stake by 18% in Q1 2026, selling an estimated $314K and leaving 15,752 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #128.

Guardian Wealth Advisors (North Carolina) first reported a position in VGT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 15,752 shares of Vanguard Information Technology ETF worth $1.37M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 3,408 Vanguard Information Technology ETF shares in Q1 2026, an estimated $314K.
  • Vanguard Information Technology ETF made up 0.09% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #128 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Information Technology ETF position peaked at $1.81M in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.