Herold Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Herold 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	$339K	Sell	3,880 -24	-0.6%	-$2.21K	0.07%	210
2025 Q4	$368K	Sell	3,904 -8	-0.2%	-$760	0.08%	188
2025 Q3	$366K	Sell	3,912 -80	-2%	-$6.99K	0.08%	184
2025 Q2	$331K	Buy	3,992 +8	+0.2%	+$582	0.07%	223
2025 Q1	$271K	Buy	3,984 +936	+31%	+$70.5K	0.06%	234
2024 Q4	$237K	Sell	3,048 -80	-3%	-$6.14K	0.05%	248
2024 Q3	$229K	Sell	3,128 -32	-1%	-$2.27K	0.05%	247
2024 Q2	$228K	Sell	3,160 -16	-0.5%	-$1.06K	0.05%	241
2024 Q1	$208K	Buy	+3,176	New	+$201K	0.05%	251

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

Herold Advisors's VGT Position: Q1 2026 in Review

Herold Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 0.61% in Q1 2026, selling an estimated $2.21K and leaving 3,880 shares worth $339K. The position accounts for 0.07% of the portfolio, ranked #210.

Herold Advisors first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $368K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Herold Advisors held 3,880 shares of Vanguard Information Technology ETF worth $339K as of Q1 2026.
Herold Advisors sold 24 Vanguard Information Technology ETF shares in Q1 2026, an estimated $2.21K.
Vanguard Information Technology ETF made up 0.07% of Herold Advisors's portfolio in Q1 2026, its #210 holding.
Herold Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Herold Advisors's Vanguard Information Technology ETF position peaked at $368K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.