M3 Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

M3 Advisory Group’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	$202K	Sell	2,312 -16	-0.7%	-$1.47K	0.12%	146
2025 Q4	$219K	Hold	2,328	–	–	0.13%	131
2025 Q3	$217K	Sell	2,328 -104	-4%	-$9.09K	0.14%	139
2025 Q2	$201K	Buy	+2,432	New	+$177K	0.14%	148

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

M3 Advisory Group's VGT Position: Q1 2026 in Review

M3 Advisory Group reduced its Vanguard Information Technology ETF (VGT) stake by 0.69% in Q1 2026, selling an estimated $1.47K and leaving 2,312 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #146.

M3 Advisory Group first reported a position in VGT in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

M3 Advisory Group held 2,312 shares of Vanguard Information Technology ETF worth $202K as of Q1 2026.
M3 Advisory Group sold 16 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.47K.
Vanguard Information Technology ETF made up 0.12% of M3 Advisory Group's portfolio in Q1 2026, its #146 holding.
M3 Advisory Group first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 4 quarters since.
M3 Advisory Group's Vanguard Information Technology ETF position peaked at $219K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.