McDaniel Terry & Co’s Vanguard Information Technology ETF VGT Stock Holding History

McDaniel Terry & Co’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	$251K	Buy	2,880 +160	+6%	+$14.7K	0.02%	77
2025 Q4	$256K	Buy	+2,720	New	+$258K	0.02%	72
2021 Q3	–	Sell	-5,072	Closed	-$253K	–	92
2021 Q2	$253K	Hold	5,072	–	–	0.03%	81
2021 Q1	$227K	Sell	5,072 -10,320	-67%	-$464K	0.03%	82
2020 Q4	$681K	Hold	15,392	–	–	0.09%	47
2020 Q3	$599K	Hold	15,392	–	–	0.08%	48
2020 Q2	$536K	Hold	15,392	–	–	0.08%	51
2020 Q1	$408K	Hold	15,392	–	–	0.08%	46
2019 Q4	$471K	Hold	15,392	–	–	0.07%	50
2019 Q3	$415K	Buy	+15,392	New	+$414K	0.07%	54

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

McDaniel Terry & Co's VGT Position: Q1 2026 in Review

McDaniel Terry & Co increased its Vanguard Information Technology ETF (VGT) stake by 5.9% in Q1 2026, buying an estimated $14.7K and bringing the position to 2,880 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #77.

McDaniel Terry & Co first reported a position in VGT in Q3 2019 and has held it in 10 quarters since. The position peaked at $681K in Q4 2020. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

McDaniel Terry & Co held 2,880 shares of Vanguard Information Technology ETF worth $251K as of Q1 2026.
McDaniel Terry & Co bought 160 Vanguard Information Technology ETF shares in Q1 2026, an estimated $14.7K.
Vanguard Information Technology ETF made up 0.02% of McDaniel Terry & Co's portfolio in Q1 2026, its #77 holding.
McDaniel Terry & Co first reported a position in Vanguard Information Technology ETF in Q3 2019 and has held it in 10 quarters since.
McDaniel Terry & Co's Vanguard Information Technology ETF position peaked at $681K in Q4 2020.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.