Marshall & Sterling Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Marshall & Sterling Wealth Advisors’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	$5.26M	Sell	60,336 -14,648	-20%	-$1.35M	3.44%	6
2025 Q4	$7.06M	Sell	74,984 -5,744	-7%	-$546K	4.66%	4
2025 Q3	$7.47M	Buy	80,728 +168	+0.2%	+$14.7K	4.79%	5
2025 Q2	$6.62M	Buy	80,560 +4,440	+6%	+$323K	4.48%	5
2025 Q1	$5.16M	Sell	76,120 -2,704	-3%	-$204K	3.51%	7
2024 Q4	$6.13M	Buy	+78,824	New	+$6.05M	4.23%	6

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

Marshall & Sterling Wealth Advisors's VGT Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 20% in Q1 2026, selling an estimated $1.35M and leaving 60,336 shares worth $5.26M. The position accounts for 3.44% of the portfolio, ranked #6.

Marshall & Sterling Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.47M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Marshall & Sterling Wealth Advisors held 60,336 shares of Vanguard Information Technology ETF worth $5.26M as of Q1 2026.
Marshall & Sterling Wealth Advisors sold 14,648 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.35M.
Vanguard Information Technology ETF made up 3.44% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard Information Technology ETF position peaked at $7.47M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.