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McKinley Carter Wealth Services’s Vanguard Information Technology ETF VGT Stock Holding History

McKinley Carter Wealth Services’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 		$1.1M Buy
12,600
+656
+5% +$60.4K 0.06% 162
2025
Q4 		$1.13M Sell
11,944
-344
-3% -$32.7K 0.06% 167
2025
Q3 		$1.15M Sell
12,288
-336
-3% -$29.4K 0.06% 165
2025
Q2 		$1.05M Buy
12,624
+208
+2% +$15.1K 0.06% 163
2025
Q1 		$842K Buy
12,416
+24
+0.2% +$1.81K 0.05% 170
2024
Q4 		$963K Sell
12,392
-184
-1% -$14.1K 0.06% 160
2024
Q3 		$922K Sell
12,576
-264
-2% -$18.8K 0.06% 167
2024
Q2 		$925K Hold
12,840
– – 0.06% 162
2024
Q1 		$841K Buy
12,840
+1,384
+12% +$87.7K 0.06% 166
2023
Q4 		$693K Buy
11,456
+1,000
+10% +$55.7K 0.05% 171
2023
Q3 		$542K Buy
10,456
+8
+0.1% +$435 0.04% 195
2023
Q2 		$578K Hold
10,448
– – 0.04% 193
2023
Q1 		$504K Sell
10,448
-112
-1% -$4.95K 0.04% 203
2022
Q4 		$422K Sell
10,560
-440
-4% -$18K 0.04% 218
2022
Q3 		$423K Buy
11,000
+4,672
+74% +$205K 0.04% 199
2022
Q2 		$258K Sell
6,328
-584
-8% -$26.3K 0.02% 258
2022
Q1 		$360K Hold
6,912
– – 0.03% 226
2021
Q4 		$396K Buy
6,912
+1,464
+27% +$80.4K 0.03% 214
2021
Q3 		$273K Buy
5,448
+1,240
+29% +$64.3K 0.02% 249
2021
Q2 		$210K Sell
4,208
-424
-9% -$20K 0.02% 274
2021
Q1 		$208K Sell
4,632
-2,608
-36% -$117K 0.02% 279
2020
Q4 		$321K Buy
+7,240
New +$298K 0.04% 205
2020
Q1 		– Sell
-944
Closed -$29K – 180
2019
Q4 		$29K Buy
+944
New +$27K 0.01% 181
2018
Q2 		– Sell
-2,192
Closed -$47K – 372
2018
Q1 		$47K Buy
+2,192
New +$47.9K 0.02% 265

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McKinley Carter Wealth Services's VGT Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Vanguard Information Technology ETF (VGT) stake by 5.5% in Q1 2026, buying an estimated $60.4K and bringing the position to 12,600 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #162.

McKinley Carter Wealth Services first reported a position in VGT in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.15M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • McKinley Carter Wealth Services held 12,600 shares of Vanguard Information Technology ETF worth $1.1M as of Q1 2026.
  • McKinley Carter Wealth Services bought 656 Vanguard Information Technology ETF shares in Q1 2026, an estimated $60.4K.
  • Vanguard Information Technology ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #162 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 24 quarters since.
  • McKinley Carter Wealth Services's Vanguard Information Technology ETF position peaked at $1.15M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.