Linscomb Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Linscomb Wealth’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	$360K	Buy	4,128 +88	+2%	+$8.1K	0.02%	268
2025 Q4	$381K	Buy	4,040 +8	+0.2%	+$760	0.02%	245
2025 Q3	$377K	Hold	4,032	–	–	0.02%	246
2025 Q2	$334K	Hold	4,032	–	–	0.02%	258
2025 Q1	$273K	Sell	4,032 -8	-0.2%	-$603	0.01%	261
2024 Q4	$314K	Sell	4,040 -128	-3%	-$9.83K	0.02%	250
2024 Q3	$305K	Buy	4,168 +304	+8%	+$21.6K	0.02%	248
2024 Q2	$278K	Buy	3,864 +440	+13%	+$29.3K	0.01%	250
2024 Q1	$224K	Buy	+3,424	New	+$217K	0.01%	271

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

Linscomb Wealth's VGT Position: Q1 2026 in Review

Linscomb Wealth increased its Vanguard Information Technology ETF (VGT) stake by 2.2% in Q1 2026, buying an estimated $8.1K and bringing the position to 4,128 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #268.

Linscomb Wealth first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $381K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Linscomb Wealth held 4,128 shares of Vanguard Information Technology ETF worth $360K as of Q1 2026.
Linscomb Wealth bought 88 Vanguard Information Technology ETF shares in Q1 2026, an estimated $8.1K.
Vanguard Information Technology ETF made up 0.02% of Linscomb Wealth's portfolio in Q1 2026, its #268 holding.
Linscomb Wealth first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Linscomb Wealth's Vanguard Information Technology ETF position peaked at $381K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.