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

Jeppson 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 Q1	$325K	Hold	3,728	–	–	0.1%	167
2025 Q4	$351K	Hold	3,728	–	–	0.11%	156
2025 Q3	$348K	Buy	3,728 +8	+0.2%	+$699	0.11%	162
2025 Q2	$309K	Hold	3,720	–	–	0.11%	166
2025 Q1	$252K	Buy	3,720 +8	+0.2%	+$603	0.09%	173
2024 Q4	$289K	Buy	3,712 +8	+0.2%	+$614	0.1%	157
2024 Q3	$271K	Buy	3,704 +8	+0.2%	+$569	0.1%	166
2024 Q2	$267K	Sell	3,696 -40	-1%	-$2.66K	0.1%	165
2024 Q1	$245K	Sell	3,736 -32	-0.8%	-$2.03K	0.1%	174
2023 Q4	$228K	Buy	+3,768	New	+$210K	0.09%	177
2023 Q3	–	Sell	-3,752	Closed	-$207K	–	201
2023 Q2	$207K	Buy	+3,752	New	+$188K	0.09%	180
2022 Q1	–	Sell	-3,808	Closed	-$218K	–	178
2021 Q4	$218K	Buy	+3,808	New	+$209K	0.11%	142
2020 Q4	–	Sell	-3,784	Closed	-$147K	–	441
2020 Q3	$147K	Buy	+3,784	New	+$142K	0.12%	140

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

Jeppson Wealth Management's VGT Position: Q1 2026 in Review

Jeppson Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 3,728 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #167.

Jeppson Wealth Management first reported a position in VGT in Q3 2020 and has held it in 13 quarters since. The position peaked at $351K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Jeppson Wealth Management held 3,728 shares of Vanguard Information Technology ETF worth $325K as of Q1 2026.
Jeppson Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.1% of Jeppson Wealth Management's portfolio in Q1 2026, its #167 holding.
Jeppson Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 13 quarters since.
Jeppson Wealth Management's Vanguard Information Technology ETF position peaked at $351K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.