Journey Strategic Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Journey Strategic Wealth’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	$927K	Buy	10,632 +2,488	+31%	+$229K	0.02%	197
2025 Q4	$767K	Buy	8,144 +840	+12%	+$79.8K	0.02%	221
2025 Q3	$682K	Buy	7,304 +184	+3%	+$16.1K	0.02%	230
2025 Q2	$590K	Sell	7,120 -4,368	-38%	-$318K	0.02%	255
2025 Q1	$779K	Buy	11,488 +5,520	+92%	+$416K	0.03%	165
2024 Q4	$464K	Sell	5,968 -32	-0.5%	-$2.46K	0.02%	233
2024 Q3	$440K	Buy	+6,000	New	+$426K	0.02%	242

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

Journey Strategic Wealth's VGT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Vanguard Information Technology ETF (VGT) stake by 31% in Q1 2026, buying an estimated $229K and bringing the position to 10,632 shares worth $927K. The position accounts for 0.02% of the portfolio, ranked #197.

Journey Strategic Wealth first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Journey Strategic Wealth held 10,632 shares of Vanguard Information Technology ETF worth $927K as of Q1 2026.
Journey Strategic Wealth bought 2,488 Vanguard Information Technology ETF shares in Q1 2026, an estimated $229K.
Vanguard Information Technology ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #197 holding.
Journey Strategic Wealth first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.