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Medallion Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Medallion 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 		$352K Buy
4,040
+616
+18% +$56.7K 0.12% 170
2025
Q4 		$323K Buy
3,424
+456
+15% +$43.3K 0.11% 178
2025
Q3 		$277K Buy
2,968
+200
+7% +$17.5K 0.1% 193
2025
Q2 		$229K Hold
2,768
– – 0.09% 213
2025
Q1 		$188K Buy
2,768
+200
+8% +$15.1K 0.09% 207
2024
Q4 		$178K Buy
+2,568
New +$197K 0.09% 200

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

Medallion Wealth Advisors's VGT Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 18% in Q1 2026, buying an estimated $56.7K and bringing the position to 4,040 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #170.

Medallion Wealth Advisors first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Medallion Wealth Advisors held 4,040 shares of Vanguard Information Technology ETF worth $352K as of Q1 2026.
  • Medallion Wealth Advisors bought 616 Vanguard Information Technology ETF shares in Q1 2026, an estimated $56.7K.
  • Vanguard Information Technology ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #170 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.