Hershey Financial Advisers’s Vanguard Information Technology ETF VGT Stock Holding History

Hershey Financial Advisers’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	$1.1M	Sell	12,600 -7,224	-36%	-$665K	0.95%	43
2025 Q4	$1.87M	Sell	19,824 -920	-4%	-$87.4K	1.58%	14
2025 Q3	$1.94M	Sell	20,744 -32	-0.2%	-$2.8K	1.66%	17
2025 Q2	$1.72M	Buy	+20,776	New	+$1.51M	1.54%	22
2024 Q4	$1.8M	Buy	+23,144	New	+$1.78M	1.58%	20
2024 Q2	$1.8M	Buy	+24,960	New	+$1.66M	1.61%	6

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

Hershey Financial Advisers's VGT Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Information Technology ETF (VGT) stake by 36% in Q1 2026, selling an estimated $665K and leaving 12,600 shares worth $1.1M. The position accounts for 0.95% of the portfolio, ranked #43.

Hershey Financial Advisers first reported a position in VGT in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Hershey Financial Advisers held 12,600 shares of Vanguard Information Technology ETF worth $1.1M as of Q1 2026.
Hershey Financial Advisers sold 7,224 Vanguard Information Technology ETF shares in Q1 2026, an estimated $665K.
Vanguard Information Technology ETF made up 0.95% of Hershey Financial Advisers's portfolio in Q1 2026, its #43 holding.
Hershey Financial Advisers first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Vanguard Information Technology ETF position peaked at $1.94M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.