Modern Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Modern Wealth Management’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	$797K	Sell	9,024 -1,688	-16%	-$155K	0.01%	471
2025 Q4	$1.01M	Buy	10,712 +1,760	+20%	+$167K	0.02%	402
2025 Q3	$836K	Sell	8,952 -736	-8%	-$64.3K	0.02%	422
2025 Q2	$803K	Sell	9,688 -504	-5%	-$36.6K	0.02%	403
2025 Q1	$691K	Buy	10,192 +1,816	+22%	+$137K	0.02%	364
2024 Q4	$651K	Buy	8,376 +872	+12%	+$67K	0.02%	321
2024 Q3	$550K	Buy	7,504 +1,104	+17%	+$78.5K	0.03%	242
2024 Q2	$461K	Buy	6,400 +72	+1%	+$4.79K	0.03%	232
2024 Q1	$415K	Buy	6,328 +1,384	+28%	+$87.7K	0.04%	195
2023 Q4	$299K	Buy	+4,944	New	+$275K	0.04%	140

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

Modern Wealth Management's VGT Position: Q1 2026 in Review

Modern Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 16% in Q1 2026, selling an estimated $155K and leaving 9,024 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #471.

Modern Wealth Management first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Modern Wealth Management held 9,024 shares of Vanguard Information Technology ETF worth $797K as of Q1 2026.
Modern Wealth Management sold 1,688 Vanguard Information Technology ETF shares in Q1 2026, an estimated $155K.
Vanguard Information Technology ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #471 holding.
Modern Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Information Technology ETF position peaked at $1.01M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.