High Net Worth Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

High Net Worth Advisory 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	$3.96M	Sell	45,360 -1,768	-4%	-$163K	0.92%	28
2025 Q4	$4.44M	Buy	47,128 +2,128	+5%	+$202K	1.02%	25
2025 Q3	$4.2M	Buy	45,000 +920	+2%	+$80.4K	1.01%	25
2025 Q2	$3.66M	Buy	44,080 +7,960	+22%	+$579K	0.97%	26
2025 Q1	$2.45M	Sell	36,120 -336	-0.9%	-$25.3K	0.69%	40
2024 Q4	$2.84M	Buy	36,456 +360	+1%	+$27.7K	0.79%	35
2024 Q3	$2.65M	Buy	36,096 +10,856	+43%	+$771K	0.73%	35
2024 Q2	$1.82M	Buy	25,240 +4,224	+20%	+$281K	0.55%	45
2024 Q1	$1.38M	Buy	21,016 +1,672	+9%	+$106K	0.43%	54
2023 Q4	$1.17M	Buy	19,344 +7,440	+63%	+$415K	0.43%	54
2023 Q3	$618K	Hold	11,904	–	–	0.25%	93
2023 Q2	$658K	Hold	11,904	–	–	0.26%	92
2023 Q1	$574K	Sell	11,904 -624	-5%	-$27.6K	0.23%	97
2022 Q4	$500K	Sell	12,528 -11,472	-48%	-$468K	0.19%	106
2022 Q3	$922K	Sell	24,000 -800	-3%	-$35.2K	0.39%	62
2022 Q2	$1.01M	Sell	24,800 -200	-0.8%	-$9.01K	0.42%	57
2022 Q1	$1.3M	Buy	25,000 +936	+4%	+$48K	0.47%	55
2021 Q4	$1.38M	Buy	+24,064	New	+$1.32M	0.48%	53

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

High Net Worth Advisory Group's VGT Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Information Technology ETF (VGT) stake by 3.8% in Q1 2026, selling an estimated $163K and leaving 45,360 shares worth $3.96M. The position accounts for 0.92% of the portfolio, ranked #28.

High Net Worth Advisory Group first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.44M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

High Net Worth Advisory Group held 45,360 shares of Vanguard Information Technology ETF worth $3.96M as of Q1 2026.
High Net Worth Advisory Group sold 1,768 Vanguard Information Technology ETF shares in Q1 2026, an estimated $163K.
Vanguard Information Technology ETF made up 0.92% of High Net Worth Advisory Group's portfolio in Q1 2026, its #28 holding.
High Net Worth Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Vanguard Information Technology ETF position peaked at $4.44M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.