Mezzasalma Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Mezzasalma 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	$436K	Hold	5,000	–	–	0.11%	108
2025 Q4	$472K	Hold	5,000	–	–	0.11%	108
2025 Q3	$467K	Hold	5,000	–	–	0.12%	103
2025 Q2	$415K	Sell	5,000 -16	-0.3%	-$1.16K	0.12%	96
2025 Q1	$340K	Buy	5,016 +1,328	+36%	+$100K	0.12%	108
2024 Q4	$287K	Hold	3,688	–	–	0.09%	116
2024 Q3	$270K	Hold	3,688	–	–	0.11%	71
2024 Q2	$266K	Sell	3,688 -456	-11%	-$30.3K	0.11%	64
2024 Q1	$272K	Sell	4,144 -216	-5%	-$13.7K	0.13%	84
2023 Q4	$264K	Hold	4,360	–	–	0.14%	78
2023 Q3	$226K	Hold	4,360	–	–	0.14%	74
2023 Q2	$241K	Hold	4,360	–	–	0.15%	80
2023 Q1	$210K	Buy	+4,360	New	+$193K	0.15%	81

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

Mezzasalma Advisors's VGT Position: Q1 2026 in Review

Mezzasalma Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 5,000 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #108.

Mezzasalma Advisors first reported a position in VGT in Q1 2023 and has held it in 13 quarters since. The position peaked at $472K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Mezzasalma Advisors held 5,000 shares of Vanguard Information Technology ETF worth $436K as of Q1 2026.
Mezzasalma Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.11% of Mezzasalma Advisors's portfolio in Q1 2026, its #108 holding.
Mezzasalma Advisors first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 13 quarters since.
Mezzasalma Advisors's Vanguard Information Technology ETF position peaked at $472K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.