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

Kestra Private Wealth 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 		$16.9M Buy
194,160
+11,976
+7% +$1.1M 0.21% 106
2025
Q4 		$17.2M Sell
182,184
-60,696
-25% -$5.77M 0.21% 99
2025
Q3 		$22.7M Buy
242,880
+7,024
+3% +$614K 0.3% 67
2025
Q2 		$19.6M Buy
235,856
+43,224
+22% +$3.14M 0.28% 70
2025
Q1 		$13.1M Sell
192,632
-8,496
-4% -$640K 0.22% 101
2024
Q4 		$15.6M Sell
201,128
-8,088
-4% -$621K 0.27% 82
2024
Q3 		$15.3M Buy
209,216
+11,224
+6% +$798K 0.28% 72
2024
Q2 		$14.3M Buy
197,992
+61,488
+45% +$4.09M 0.29% 74
2024
Q1 		$8.95M Buy
136,504
+84,536
+163% +$5.36M 0.2% 120
2023
Q4 		$3.14M Sell
51,968
-15,048
-22% -$838K 0.08% 258
2023
Q3 		$3.48M Buy
67,016
+7,344
+12% +$399K 0.11% 213
2023
Q2 		$3.3M Buy
59,672
+1,264
+2% +$63.5K 0.11% 204
2023
Q1 		$2.81M Sell
58,408
-8,936
-13% -$395K 0.11% 199
2022
Q4 		$2.69M Buy
67,344
+51,784
+333% +$2.11M 0.14% 169
2022
Q3 		$598K Buy
15,560
+320
+2% +$14.1K 0.03% 450
2022
Q2 		$622K Sell
15,240
-5,224
-26% -$235K 0.04% 444
2022
Q1 		$1.06M Buy
20,464
+256
+1% +$13.1K 0.05% 363
2021
Q4 		$1.16M Buy
20,208
+840
+4% +$46.1K 0.06% 350
2021
Q3 		$972K Buy
19,368
+824
+4% +$42.7K 0.05% 356
2021
Q2 		$924K Sell
18,544
-1,872
-9% -$88.3K 0.06% 347
2021
Q1 		$915K Sell
20,416
-1,512
-7% -$68K 0.06% 310
2020
Q4 		$969K Sell
21,928
-3,248
-13% -$134K 0.07% 277
2020
Q3 		$980K Buy
+25,176
New +$948K 0.09% 244

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Private Wealth Services's VGT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Information Technology ETF (VGT) stake by 6.6% in Q1 2026, buying an estimated $1.1M and bringing the position to 194,160 shares worth $16.9M. The position accounts for 0.21% of the portfolio, ranked #106.

Kestra Private Wealth Services first reported a position in VGT in Q3 2020 and has held it in 23 quarters since. The position peaked at $22.7M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Kestra Private Wealth Services held 194,160 shares of Vanguard Information Technology ETF worth $16.9M as of Q1 2026.
  • Kestra Private Wealth Services bought 11,976 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.1M.
  • Vanguard Information Technology ETF made up 0.21% of Kestra Private Wealth Services's portfolio in Q1 2026, its #106 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard Information Technology ETF position peaked at $22.7M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.