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

Mayfair 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	$598K	Buy	6,856 +8	+0.1%	+$737	0.21%	82
2025 Q4	$647K	Sell	6,848 -24	-0.3%	-$2.28K	0.25%	74
2025 Q3	$642K	Buy	6,872 +176	+3%	+$15.4K	0.28%	73
2025 Q2	$585K	Buy	6,696 +80	+1%	+$5.82K	0.28%	73
2025 Q1	$449K	Buy	6,616 +976	+17%	+$73.5K	0.26%	74
2024 Q4	$438K	Buy	5,640 +208	+4%	+$16K	0.26%	78
2024 Q3	$397K	Buy	5,432 +40	+0.7%	+$2.84K	0.25%	80
2024 Q2	$405K	Hold	5,392	–	–	0.27%	72
2024 Q1	$353K	Buy	5,392 +584	+12%	+$37K	0.26%	80
2023 Q4	$283K	Hold	4,808	–	–	0.24%	87
2023 Q3	$257K	Hold	4,808	–	–	0.25%	92
2023 Q2	$262K	Buy	+4,808	New	+$241K	0.26%	87
2022 Q2	–	Sell	-4,472	Closed	-$232K	–	125
2022 Q1	$232K	Sell	4,472 -640	-13%	-$32.8K	0.3%	93
2021 Q4	$282K	Hold	5,112	–	–	0.37%	66
2021 Q3	$254K	Hold	5,112	–	–	0.39%	73
2021 Q2	$255K	Buy	5,112 +104	+2%	+$4.91K	0.4%	71
2021 Q1	$229K	Sell	5,008 -224	-4%	-$10.1K	0.41%	71
2020 Q4	$231K	Buy	+5,232	New	+$215K	0.45%	69

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

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

Mayfair Advisory Group increased its Vanguard Information Technology ETF (VGT) stake by 0.12% in Q1 2026, buying an estimated $737 and bringing the position to 6,856 shares worth $598K. The position accounts for 0.21% of the portfolio, ranked #82.

Mayfair Advisory Group first reported a position in VGT in Q4 2020 and has held it in 18 quarters since. The position peaked at $647K in Q4 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Mayfair Advisory Group held 6,856 shares of Vanguard Information Technology ETF worth $598K as of Q1 2026.
Mayfair Advisory Group bought 8 Vanguard Information Technology ETF shares in Q1 2026, an estimated $737.
Vanguard Information Technology ETF made up 0.21% of Mayfair Advisory Group's portfolio in Q1 2026, its #82 holding.
Mayfair Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 18 quarters since.
Mayfair Advisory Group's Vanguard Information Technology ETF position peaked at $647K in Q4 2025.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.