Houlihan Financial Resource Group’s Vanguard Information Technology ETF VGT Stock Holding History

Houlihan Financial Resource 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	$3.47M	Hold	39,744	–	–	1.35%	26
2025 Q4	$3.73M	Buy	39,744 +17,792	+81%	+$1.69M	1.42%	24
2025 Q3	$2.05M	Sell	21,952 -18,592	-46%	-$1.62M	1.8%	20
2025 Q2	$3.44M	Hold	40,544	–	–	1.42%	26
2025 Q1	$2.75M	Hold	40,544	–	–	1.23%	30
2024 Q4	$3.15M	Hold	40,544	–	–	1.34%	29
2024 Q3	$2.97M	Buy	40,544 +8	+0%	+$569	1.23%	29
2024 Q2	$2.92M	Hold	40,536	–	–	1.99%	20
2024 Q1	$2.66M	Hold	40,536	–	–	1.19%	29
2023 Q4	$2.45M	Hold	40,536	–	–	1.19%	30
2023 Q3	$2.08M	Sell	40,536 -1,338,080	-97%	-$72.8M	1.12%	29
2023 Q2	$69.3M	Buy	1,378,616 +1,338,088	+3,302%	+$67.2M	2.16%	16
2023 Q1	$1.95M	Hold	40,528	–	–	1.07%	29
2022 Q4	$1.69M	Sell	40,528 -1,592	-4%	-$65K	0.97%	27
2022 Q3	$1.7M	Buy	+42,120	New	+$1.85M	1.03%	28
2020 Q3	$1.95M	Buy	+48,008	New	+$1.81M	1.13%	31
2020 Q1	$1.4M	Buy	52,800 +8	+0%	+$242	1.22%	28
2019 Q4	$1.62M	Buy	+52,792	New	+$1.51M	1.05%	29

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

Houlihan Financial Resource Group's VGT Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 39,744 shares worth $3.47M. The position accounts for 1.35% of the portfolio, ranked #26.

Houlihan Financial Resource Group first reported a position in VGT in Q4 2019 and has held it in 18 quarters since. The position peaked at $69.3M in Q2 2023. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Houlihan Financial Resource Group held 39,744 shares of Vanguard Information Technology ETF worth $3.47M as of Q1 2026.
Houlihan Financial Resource Group left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 1.35% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #26 holding.
Houlihan Financial Resource Group first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's Vanguard Information Technology ETF position peaked at $69.3M in Q2 2023.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.