Holistic Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Holistic Financial Partners’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	$582K	Sell	6,672 -448	-6%	-$41.3K	0.22%	56
2025 Q4	$671K	Sell	7,120 -104	-1%	-$9.88K	0.24%	49
2025 Q3	$674K	Hold	7,224	–	–	0.28%	48
2025 Q2	$599K	Buy	7,224 +744	+11%	+$54.1K	0.26%	47
2025 Q1	$439K	Buy	+6,480	New	+$488K	0.21%	57

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

Holistic Financial Partners's VGT Position: Q1 2026 in Review

Holistic Financial Partners reduced its Vanguard Information Technology ETF (VGT) stake by 6.3% in Q1 2026, selling an estimated $41.3K and leaving 6,672 shares worth $582K. The position accounts for 0.22% of the portfolio, ranked #56.

Holistic Financial Partners first reported a position in VGT in Q1 2025 and has held it in 5 quarters since. The position peaked at $674K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Holistic Financial Partners held 6,672 shares of Vanguard Information Technology ETF worth $582K as of Q1 2026.
Holistic Financial Partners sold 448 Vanguard Information Technology ETF shares in Q1 2026, an estimated $41.3K.
Vanguard Information Technology ETF made up 0.22% of Holistic Financial Partners's portfolio in Q1 2026, its #56 holding.
Holistic Financial Partners first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 5 quarters since.
Holistic Financial Partners's Vanguard Information Technology ETF position peaked at $674K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.