Madison Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Madison Wealth Partners’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	$1.43M	Buy	16,400 +1,096	+7%	+$101K	0.23%	49
2025 Q4	$1.44M	Buy	15,304 +232	+2%	+$22K	0.26%	47
2025 Q3	$1.41M	Hold	15,072	–	–	0.28%	43
2025 Q2	$1.25M	Sell	15,072 -8	-0.1%	-$582	0.27%	46
2025 Q1	$1.02M	Sell	15,080 -896	-6%	-$67.5K	0.25%	48
2024 Q4	$1.24M	Sell	15,976 -1,144	-7%	-$87.9K	0.35%	38
2024 Q3	$1.26M	Buy	17,120 +1,336	+8%	+$94.9K	0.37%	36
2024 Q2	$1.14M	Hold	15,784	–	–	0.39%	34
2024 Q1	$1.03M	Sell	15,784 -2,256	-13%	-$143K	0.37%	32
2023 Q4	$1.09M	Buy	18,040 +56	+0.3%	+$3.12K	0.43%	32
2023 Q3	$933K	Sell	17,984 -16	-0.1%	-$870	0.47%	27
2023 Q2	$995K	Hold	18,000	–	–	0.47%	25
2023 Q1	$867K	Hold	18,000	–	–	0.44%	26
2022 Q4	$719K	Sell	18,000 -3,808	-17%	-$155K	0.42%	28
2022 Q3	$838K	Hold	21,808	–	–	0.55%	22
2022 Q2	$890K	Buy	21,808 +3,808	+21%	+$172K	0.57%	22
2022 Q1	$937K	Hold	18,000	–	–	0.52%	23
2021 Q4	$1.03M	Hold	18,000	–	–	0.52%	20
2021 Q3	$903K	Hold	18,000	–	–	0.51%	22
2021 Q2	$897K	Buy	18,000 +5,752	+47%	+$271K	0.51%	22
2021 Q1	$542K	Hold	12,248	–	–	0.38%	23
2020 Q4	$541K	Buy	+12,248	New	+$504K	0.36%	24

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

Madison Wealth Partners's VGT Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 7.2% in Q1 2026, buying an estimated $101K and bringing the position to 16,400 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #49.

Madison Wealth Partners first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.44M in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Madison Wealth Partners held 16,400 shares of Vanguard Information Technology ETF worth $1.43M as of Q1 2026.
Madison Wealth Partners bought 1,096 Vanguard Information Technology ETF shares in Q1 2026, an estimated $101K.
Vanguard Information Technology ETF made up 0.23% of Madison Wealth Partners's portfolio in Q1 2026, its #49 holding.
Madison Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
Madison Wealth Partners's Vanguard Information Technology ETF position peaked at $1.44M in Q4 2025.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.