HTG Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

HTG Investment 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	$253K	Hold	2,904	–	–	0.07%	75
2025 Q4	$273K	Hold	2,904	–	–	0.08%	62
2025 Q3	$271K	Hold	2,904	–	–	0.09%	61
2025 Q2	$241K	Buy	+2,904	New	+$211K	0.09%	63
2025 Q1	–	Sell	-2,904	Closed	-$225K	–	69
2024 Q4	$225K	Hold	2,904	–	–	0.1%	61
2024 Q3	$213K	Hold	2,904	–	–	0.1%	61
2024 Q2	$209K	Buy	+2,904	New	+$193K	0.11%	58

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

HTG Investment Advisors's VGT Position: Q1 2026 in Review

HTG Investment Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 2,904 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #75.

HTG Investment Advisors first reported a position in VGT in Q2 2024 and has held it in 7 quarters since. The position peaked at $273K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

HTG Investment Advisors held 2,904 shares of Vanguard Information Technology ETF worth $253K as of Q1 2026.
HTG Investment Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.07% of HTG Investment Advisors's portfolio in Q1 2026, its #75 holding.
HTG Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 7 quarters since.
HTG Investment Advisors's Vanguard Information Technology ETF position peaked at $273K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.