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

KDK 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 Q1	$2.04M	Buy	23,376 +600	+3%	+$55.2K	1.87%	11
2025 Q4	$2.15M	Sell	22,776 -960	-4%	-$91.2K	1.87%	11
2025 Q3	$2.22M	Sell	23,736 -248	-1%	-$21.7K	2.25%	7
2025 Q2	$1.99M	Sell	23,984 -224	-0.9%	-$16.3K	2.12%	8
2025 Q1	$1.64M	Sell	24,208 -264	-1%	-$19.9K	1.87%	11
2024 Q4	$1.9M	Buy	+24,472	New	+$1.88M	1.97%	10

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

KDK Private Wealth Management's VGT Position: Q1 2026 in Review

KDK Private Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 2.6% in Q1 2026, buying an estimated $55.2K and bringing the position to 23,376 shares worth $2.04M. The position accounts for 1.87% of the portfolio, ranked #11.

KDK Private Wealth Management first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.22M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

KDK Private Wealth Management held 23,376 shares of Vanguard Information Technology ETF worth $2.04M as of Q1 2026.
KDK Private Wealth Management bought 600 Vanguard Information Technology ETF shares in Q1 2026, an estimated $55.2K.
Vanguard Information Technology ETF made up 1.87% of KDK Private Wealth Management's portfolio in Q1 2026, its #11 holding.
KDK Private Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's Vanguard Information Technology ETF position peaked at $2.22M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.