IAA
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Independent Advisor Alliance’s Vanguard Information Technology ETF VGT Stock Holding History

Independent Advisor Alliance’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 		$17.3M Buy
198,136
+181,168
+1,068% +$16.7M 0.19% 110
2025
Q4 		$1.6M Buy
16,968
+936
+6% +$88.9K 0.04% 352
2025
Q3 		$1.5M Buy
16,032
+168
+1% +$14.7K 0.04% 358
2025
Q2 		$1.32M Buy
15,864
+8,408
+113% +$611K 0.04% 354
2025
Q1 		$505K Sell
7,456
-139,104
-95% -$10.5M 0.02% 518
2024
Q4 		$11.4M Buy
146,560
+140,000
+2,134% +$10.8M 0.15% 151
2024
Q3 		$481K Sell
6,560
-2,728
-29% -$194K 0.02% 467
2024
Q2 		$669K Buy
9,288
+112
+1% +$7.45K 0.02% 398
2024
Q1 		$601K Sell
9,176
-984
-10% -$62.4K 0.02% 414
2023
Q4 		$615K Buy
+10,160
New +$566K 0.02% 400
2020
Q1 		– Sell
-735,792
Closed -$22.5M – 845
2019
Q4 		$22.5M Buy
+735,792
New +$21.1M 0.98% 14
2019
Q2 		– Sell
-22,792
Closed -$572K – 478
2019
Q1 		$572K Buy
22,792
+3,152
+16% +$73.2K 0.08% 211
2018
Q4 		$451K Buy
+19,640
New +$445K 0.08% 214
2017
Q2 		– Sell
-17,728
Closed -$298K – 401
2017
Q1 		$298K Buy
+17,728
New +$290K 0.05% 306

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Advisor Alliance's VGT Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Information Technology ETF (VGT) stake by 1,068% in Q1 2026, buying an estimated $16.7M and bringing the position to 198,136 shares worth $17.3M. The position accounts for 0.19% of the portfolio, ranked #110.

Independent Advisor Alliance first reported a position in VGT in Q1 2017 and has held it in 14 quarters since. The position peaked at $22.5M in Q4 2019. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Independent Advisor Alliance held 198,136 shares of Vanguard Information Technology ETF worth $17.3M as of Q1 2026.
  • Independent Advisor Alliance bought 181,168 Vanguard Information Technology ETF shares in Q1 2026, an estimated $16.7M.
  • Vanguard Information Technology ETF made up 0.19% of Independent Advisor Alliance's portfolio in Q1 2026, its #110 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Information Technology ETF in Q1 2017 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Vanguard Information Technology ETF position peaked at $22.5M in Q4 2019.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.