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

Maia 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	$1.01M	Buy	11,568 +344	+3%	+$31.7K	0.17%	145
2025 Q4	$1.02M	Sell	11,224 -280	-2%	-$26.6K	0.17%	135
2025 Q3	$1.12M	Buy	11,504 +1,088	+10%	+$95.1K	0.19%	133
2025 Q2	$863K	Sell	10,416 -80	-0.8%	-$5.82K	0.16%	142
2025 Q1	$687K	Buy	10,496 +656	+7%	+$49.4K	0.16%	144
2024 Q4	$746K	Buy	9,840 +1,536	+18%	+$118K	0.16%	122
2024 Q3	$622K	Sell	8,304 -400	-5%	-$28.4K	0.15%	127
2024 Q2	$657K	Buy	+8,704	New	+$579K	0.2%	99
2023 Q4	$465K	Buy	+7,688	New	+$428K	0.19%	109

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

Maia Wealth's VGT Position: Q1 2026 in Review

Maia Wealth increased its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q1 2026, buying an estimated $31.7K and bringing the position to 11,568 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #145.

Maia Wealth first reported a position in VGT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Maia Wealth held 11,568 shares of Vanguard Information Technology ETF worth $1.01M as of Q1 2026.
Maia Wealth bought 344 Vanguard Information Technology ETF shares in Q1 2026, an estimated $31.7K.
Vanguard Information Technology ETF made up 0.17% of Maia Wealth's portfolio in Q1 2026, its #145 holding.
Maia Wealth first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Vanguard Information Technology ETF position peaked at $1.12M in Q3 2025.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.