Kestra Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Kestra Advisory Services’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	$69.8M	Buy	800,416 +145,960	+22%	+$13.4M	0.26%	64
2025 Q4	$61.7M	Buy	654,456 +27,088	+4%	+$2.57M	0.25%	64
2025 Q3	$58.6M	Buy	627,368 +28,088	+5%	+$2.45M	0.27%	64
2025 Q2	$49.7M	Buy	599,280 +17,480	+3%	+$1.27M	0.24%	72
2025 Q1	$39.4M	Sell	581,800 -38,424	-6%	-$2.89M	0.19%	80
2024 Q4	$48.2M	Buy	620,224 +103,200	+20%	+$7.93M	0.26%	70
2024 Q3	$37.9M	Sell	517,024 -56,872	-10%	-$4.04M	0.21%	95
2024 Q2	$41.4M	Buy	573,896 +94,976	+20%	+$6.31M	0.23%	78
2024 Q1	$31.4M	Buy	478,920 +16,848	+4%	+$1.07M	0.21%	91
2023 Q4	$28M	Buy	462,072 +37,248	+9%	+$2.08M	0.23%	85
2023 Q3	$22M	Sell	424,824 -16,976	-4%	-$923K	0.22%	95
2023 Q2	$24.4M	Sell	441,800 -74,264	-14%	-$3.73M	0.24%	85
2023 Q1	$24.9M	Buy	516,064 +40,456	+9%	+$1.79M	0.27%	69
2022 Q4	$19M	Sell	475,608 -79,016	-14%	-$3.22M	0.17%	138
2022 Q3	$21.3M	Buy	554,624 +10,784	+2%	+$474K	0.23%	96
2022 Q2	$22.2M	Sell	543,840 -98,256	-15%	-$4.43M	0.23%	96
2022 Q1	$33.4M	Buy	642,096 +13,136	+2%	+$674K	0.35%	55
2021 Q4	$36M	Buy	628,960 +28,752	+5%	+$1.58M	0.36%	55
2021 Q3	$30.1M	Buy	600,208 +49,360	+9%	+$2.56M	0.3%	68
2021 Q2	$27.5M	Buy	550,848 +23,936	+5%	+$1.13M	0.31%	66
2021 Q1	$23.6M	Sell	526,912 -94,424	-15%	-$4.25M	0.3%	68
2020 Q4	$27.5M	Buy	621,336 +212,168	+52%	+$8.73M	0.32%	61
2020 Q3	$16M	Buy	+409,168	New	+$15.4M	0.3%	75

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

Kestra Advisory Services's VGT Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 22% in Q1 2026, buying an estimated $13.4M and bringing the position to 800,416 shares worth $69.8M. The position accounts for 0.26% of the portfolio, ranked #64.

Kestra Advisory Services first reported a position in VGT in Q3 2020 and has held it in 23 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Kestra Advisory Services held 800,416 shares of Vanguard Information Technology ETF worth $69.8M as of Q1 2026.
Kestra Advisory Services bought 145,960 Vanguard Information Technology ETF shares in Q1 2026, an estimated $13.4M.
Vanguard Information Technology ETF made up 0.26% of Kestra Advisory Services's portfolio in Q1 2026, its #64 holding.
Kestra Advisory Services first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 23 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.