Kingswood Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Kingswood Wealth Advisors’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	$5.34M	Sell	61,240 -53,760	-47%	-$4.95M	0.25%	89
2025 Q4	$10.8M	Buy	115,000 +2,416	+2%	+$230K	0.52%	33
2025 Q3	$10.5M	Buy	112,584 +41,704	+59%	+$3.64M	0.64%	25
2025 Q2	$5.88M	Buy	70,880 +10,736	+18%	+$781K	0.46%	35
2025 Q1	$4.08M	Sell	60,144 -35,144	-37%	-$2.65M	0.37%	51
2024 Q4	$7.41M	Sell	95,288 -33,984	-26%	-$2.61M	0.56%	27
2024 Q3	$9.48M	Buy	129,272 +108,952	+536%	+$7.74M	0.68%	22
2024 Q2	$1.46M	Buy	20,320 +1,448	+8%	+$96.3K	0.13%	163
2024 Q1	$1.24M	Sell	18,872 -696	-4%	-$44.1K	0.14%	168
2023 Q4	$1.18M	Buy	19,568 +5,104	+35%	+$284K	0.13%	172
2023 Q3	$750K	Buy	+14,464	New	+$786K	0.13%	181

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

Kingswood Wealth Advisors's VGT Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 47% in Q1 2026, selling an estimated $4.95M and leaving 61,240 shares worth $5.34M. The position accounts for 0.25% of the portfolio, ranked #89.

Kingswood Wealth Advisors first reported a position in VGT in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Kingswood Wealth Advisors held 61,240 shares of Vanguard Information Technology ETF worth $5.34M as of Q1 2026.
Kingswood Wealth Advisors sold 53,760 Vanguard Information Technology ETF shares in Q1 2026, an estimated $4.95M.
Vanguard Information Technology ETF made up 0.25% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #89 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Vanguard Information Technology ETF position peaked at $10.8M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.