Jamison Private Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Jamison Private Wealth Management’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 Q3	$512K	Hold	4,073	–	–	0.05%	168
2026 Q2	$487K	Buy	4,073 +1	+0%	+$109	0.05%	174
2026 Q1	$355K	Hold	4,072	–	–	0.04%	174
2025 Q4	$384K	Hold	4,072	–	–	0.05%	173
2025 Q3	$380K	Hold	4,072	–	–	0.05%	173
2025 Q2	$338K	Hold	4,072	–	–	0.05%	171
2025 Q1	$276K	Hold	4,072	–	–	0.04%	178
2024 Q4	$317K	Hold	4,072	–	–	0.05%	173
2024 Q3	$299K	Hold	4,072	–	–	0.05%	165
2024 Q2	$294K	Buy	4,072 +4,032	+10,080%	+$268K	0.05%	153
2024 Q1	$2.72K	Hold	40	–	–	﹤0.01%	387
2023 Q4	$2.5K	Hold	40	–	–	﹤0.01%	364
2023 Q3	$2.14K	Buy	+40	New	+$2.18K	﹤0.01%	362

Other funds holding VGT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Jamison Private Wealth Management's VGT Position: Q3 2026 in Review

Jamison Private Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 4,073 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #168.

Jamison Private Wealth Management first reported a position in VGT in Q3 2023 and has held it in 13 quarters since. 2,009 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Jamison Private Wealth Management held 4,073 shares of Vanguard Information Technology ETF worth $512K as of Q3 2026.
Jamison Private Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.05% of Jamison Private Wealth Management's portfolio in Q3 2026, its #168 holding.
Jamison Private Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 13 quarters since.
2,009 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.