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

Merkkuri 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	$998K	Buy	11,448 +16	+0.1%	+$1.47K	0.66%	42
2025 Q4	$1.08M	Buy	11,432 +152	+1%	+$14.4K	0.73%	42
2025 Q3	$1.05M	Buy	11,280 +3,528	+46%	+$308K	0.76%	38
2025 Q2	$643K	Buy	7,752 +1,528	+25%	+$111K	0.49%	45
2025 Q1	$422K	Buy	6,224 +16	+0.3%	+$1.21K	0.36%	58
2024 Q4	$483K	Buy	6,208 +16	+0.3%	+$1.23K	0.38%	58
2024 Q3	$454K	Buy	6,192 +8	+0.1%	+$569	0.36%	60
2024 Q2	$446K	Buy	+6,184	New	+$411K	0.41%	55

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

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

Merkkuri Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 0.14% in Q1 2026, buying an estimated $1.47K and bringing the position to 11,448 shares worth $998K. The position accounts for 0.66% of the portfolio, ranked #42.

Merkkuri Wealth Advisors first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Merkkuri Wealth Advisors held 11,448 shares of Vanguard Information Technology ETF worth $998K as of Q1 2026.
Merkkuri Wealth Advisors bought 16 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.47K.
Vanguard Information Technology ETF made up 0.66% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Merkkuri Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.08M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.