IBEX Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

IBEX Wealth 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	$375K	Buy	+4,304	New	+$396K	0.03%	168
2025 Q4	–	Sell	-4,504	Closed	-$420K	–	199
2025 Q3	$420K	Buy	4,504 +280	+7%	+$24.5K	0.04%	167
2025 Q2	$350K	Buy	+4,224	New	+$307K	0.04%	163
2025 Q1	–	Sell	-4,128	Closed	-$321K	–	209
2024 Q4	$321K	Buy	+4,128	New	+$317K	0.04%	168
2022 Q2	–	Sell	-34,032	Closed	-$1.77M	–	184
2022 Q1	$1.77M	Sell	34,032 -2,792	-8%	-$143K	0.34%	90
2021 Q4	$2.11M	Buy	36,824 +3,704	+11%	+$203K	0.37%	89
2021 Q3	$1.66M	Buy	33,120 +1,392	+4%	+$72.2K	0.32%	95
2021 Q2	$1.58M	Buy	+31,728	New	+$1.5M	0.32%	95
2019 Q3	–	Sell	-3,000	Closed	-$79K	–	384
2019 Q2	$79K	Buy	+3,000	New	+$77.4K	0.02%	182
2017 Q1	–	Sell	-8,896	Closed	-$140K	–	378
2016 Q4	$140K	Buy	+8,896	New	+$134K	0.07%	124

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

IBEX Wealth Advisors's VGT Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2026: 4,304 shares worth $375K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in VGT as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in VGT in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.11M in Q4 2021. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

IBEX Wealth Advisors held 4,304 shares of Vanguard Information Technology ETF worth $375K as of Q1 2026.
Vanguard Information Technology ETF was a new IBEX Wealth Advisors position in Q1 2026.
Vanguard Information Technology ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #168 holding.
IBEX Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 10 quarters since.
IBEX Wealth Advisors's Vanguard Information Technology ETF position peaked at $2.11M in Q4 2021.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.