Matrix Private Capital Group’s Vanguard Information Technology ETF VGT Stock Holding History

Matrix Private Capital 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	$686K	Buy	7,864 +768	+11%	+$70.7K	0.33%	47
2025 Q4	$669K	Buy	7,096 +520	+8%	+$49.4K	0.34%	46
2025 Q3	$614K	Buy	6,576 +400	+6%	+$35K	0.33%	48
2025 Q2	$512K	Hold	6,176	–	–	0.3%	49
2025 Q1	$419K	Buy	6,176 +840	+16%	+$63.3K	0.25%	64
2024 Q4	$415K	Hold	5,336	–	–	0.24%	62
2024 Q3	$392K	Buy	5,336 +160	+3%	+$11.4K	0.23%	67
2024 Q2	$374K	Buy	5,176 +1,472	+40%	+$97.9K	0.23%	68
2024 Q1	$243K	Buy	3,704 +2,784	+303%	+$176K	0.16%	89
2023 Q4	$55.7K	Buy	+920	New	+$51.3K	0.04%	120

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

Matrix Private Capital Group's VGT Position: Q1 2026 in Review

Matrix Private Capital Group increased its Vanguard Information Technology ETF (VGT) stake by 11% in Q1 2026, buying an estimated $70.7K and bringing the position to 7,864 shares worth $686K. The position accounts for 0.33% of the portfolio, ranked #47.

Matrix Private Capital Group first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Matrix Private Capital Group held 7,864 shares of Vanguard Information Technology ETF worth $686K as of Q1 2026.
Matrix Private Capital Group bought 768 Vanguard Information Technology ETF shares in Q1 2026, an estimated $70.7K.
Vanguard Information Technology ETF made up 0.33% of Matrix Private Capital Group's portfolio in Q1 2026, its #47 holding.
Matrix Private Capital Group first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.