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Klingman & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Klingman & Associates’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 		$322K Buy
3,696
+656
+22% +$60.4K 0.02% 251
2025
Q4 		$286K Sell
3,040
-168
-5% -$16K 0.01% 261
2025
Q3 		$299K Buy
3,208
+168
+6% +$14.7K 0.02% 253
2025
Q2 		$252K Sell
3,040
-64
-2% -$4.65K 0.01% 271
2025
Q1 		$210K Buy
3,104
+128
+4% +$9.64K 0.01% 256
2024
Q4 		$231K Buy
+2,976
New +$229K 0.01% 237

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

Klingman & Associates's VGT Position: Q1 2026 in Review

Klingman & Associates increased its Vanguard Information Technology ETF (VGT) stake by 22% in Q1 2026, buying an estimated $60.4K and bringing the position to 3,696 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #251.

Klingman & Associates first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Klingman & Associates held 3,696 shares of Vanguard Information Technology ETF worth $322K as of Q1 2026.
  • Klingman & Associates bought 656 Vanguard Information Technology ETF shares in Q1 2026, an estimated $60.4K.
  • Vanguard Information Technology ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #251 holding.
  • Klingman & Associates first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.