Ipsen Advisor Group’s Vanguard Information Technology ETF VGT Stock Holding History

Ipsen Advisor 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	$316K	Sell	3,624 -32	-0.9%	-$2.95K	0.22%	92
2025 Q4	$344K	Sell	3,656 -2,088	-36%	-$198K	0.24%	89
2025 Q3	$536K	Sell	5,744 -376	-6%	-$32.9K	0.39%	66
2025 Q2	$507K	Hold	6,120	–	–	0.39%	68
2025 Q1	$415K	Sell	6,120 -56	-0.9%	-$4.22K	0.36%	71
2024 Q4	$480K	Buy	+6,176	New	+$474K	0.41%	59
2022 Q4	$256K	Buy	+6,416	New	+$262K	0.3%	86

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

Ipsen Advisor Group's VGT Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.88% in Q1 2026, selling an estimated $2.95K and leaving 3,624 shares worth $316K. The position accounts for 0.22% of the portfolio, ranked #92.

Ipsen Advisor Group first reported a position in VGT in Q4 2022 and has held it in 7 quarters since. The position peaked at $536K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Ipsen Advisor Group held 3,624 shares of Vanguard Information Technology ETF worth $316K as of Q1 2026.
Ipsen Advisor Group sold 32 Vanguard Information Technology ETF shares in Q1 2026, an estimated $2.95K.
Vanguard Information Technology ETF made up 0.22% of Ipsen Advisor Group's portfolio in Q1 2026, its #92 holding.
Ipsen Advisor Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Vanguard Information Technology ETF position peaked at $536K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.