Insigneo Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Insigneo Advisory Services’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	$3.43M	Sell	39,296 -1,216	-3%	-$112K	0.24%	70
2025 Q4	$3.82M	Sell	40,512 -8,352	-17%	-$794K	0.27%	58
2025 Q3	$4.56M	Buy	48,864 +3,744	+8%	+$327K	0.32%	48
2025 Q2	$3.74M	Buy	45,120 +544	+1%	+$39.6K	0.32%	53
2025 Q1	$3.02M	Sell	44,576 -24	-0.1%	-$1.81K	0.31%	60
2024 Q4	$3.47M	Buy	44,600 +1,296	+3%	+$99.5K	0.36%	43
2024 Q3	$3.17M	Buy	43,304 +15,368	+55%	+$1.09M	0.32%	56
2024 Q2	$1.8M	Sell	27,936 -11,056	-28%	-$735K	0.2%	99
2024 Q1	$2.56M	Buy	38,992 +328	+0.8%	+$20.8K	0.3%	61
2023 Q4	$2.34M	Buy	38,664 +25,456	+193%	+$1.42M	0.33%	61
2023 Q3	$686K	Sell	13,208 -25,440	-66%	-$1.38M	0.14%	147
2023 Q2	$2.14M	Buy	+38,648	New	+$1.94M	0.41%	51

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

Insigneo Advisory Services's VGT Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Vanguard Information Technology ETF (VGT) stake by 3% in Q1 2026, selling an estimated $112K and leaving 39,296 shares worth $3.43M. The position accounts for 0.24% of the portfolio, ranked #70.

Insigneo Advisory Services first reported a position in VGT in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.56M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Insigneo Advisory Services held 39,296 shares of Vanguard Information Technology ETF worth $3.43M as of Q1 2026.
Insigneo Advisory Services sold 1,216 Vanguard Information Technology ETF shares in Q1 2026, an estimated $112K.
Vanguard Information Technology ETF made up 0.24% of Insigneo Advisory Services's portfolio in Q1 2026, its #70 holding.
Insigneo Advisory Services first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 12 quarters since.
Insigneo Advisory Services's Vanguard Information Technology ETF position peaked at $4.56M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.