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Moneta Group Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Moneta Group Investment 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 		$9.46M Buy
867,984
+757,184
+683% +$69.7M 0.07% 116
2025
Q4 		$10.4M Buy
110,800
+3,352
+3% +$318K 0.08% 112
2025
Q3 		$10M Buy
107,448
+3,152
+3% +$275K 0.08% 111
2025
Q2 		$8.65M Buy
104,296
+5,336
+5% +$388K 0.1% 104
2025
Q1 		$6.71M Sell
98,960
-5,200
-5% -$392K 0.09% 112
2024
Q4 		$8.1M Buy
104,160
+13,448
+15% +$1.03M 0.11% 107
2024
Q3 		$6.65M Buy
90,712
+11,208
+14% +$797K 0.1% 112
2024
Q2 		$5.73M Buy
79,504
+1,448
+2% +$96.3K 0.09% 113
2024
Q1 		$5.12M Buy
78,056
+11,712
+18% +$742K 0.08% 122
2023
Q4 		$4.01M Buy
66,344
+7,440
+13% +$415K 0.08% 129
2023
Q3 		$3.06M Buy
58,904
+9,384
+19% +$510K 0.07% 135
2023
Q2 		$2.74M Sell
49,520
-296
-0.6% -$14.9K 0.06% 147
2023
Q1 		$2.4M Buy
49,816
+14,024
+39% +$620K 0.06% 147
2022
Q4 		$1.57M Sell
35,792
-25,264
-41% -$1.03M 0.04% 170
2022
Q3 		$2.35M Buy
61,056
+20,752
+51% +$913K 0.09% 126
2022
Q2 		$1.65M Buy
40,304
+5,456
+16% +$246K 0.06% 156
2022
Q1 		$1.81M Sell
34,848
-2,936
-8% -$151K 0.07% 143
2021
Q4 		$2.16M Sell
37,784
-16
-0% -$878 0.09% 131
2021
Q3 		$1.9M Buy
37,800
+2,408
+7% +$125K 0.09% 132
2021
Q2 		$1.76M Buy
35,392
+7,456
+27% +$352K 0.08% 145
2021
Q1 		$1.25M Buy
27,936
+22,800
+444% +$1.03M 0.07% 155
2020
Q4 		$227K Buy
+5,136
New +$211K 0.02% 289
2018
Q4 		– Sell
-8,128
Closed -$206K – 249
2018
Q3 		$206K Sell
8,128
-1,480
-15% -$36K 0.02% 220
2018
Q2 		$218K Buy
+9,608
New +$216K 0.02% 238

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

Moneta Group Investment Advisors's VGT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 683% in Q1 2026, buying an estimated $69.7M and bringing the position to 867,984 shares worth $9.46M. The position accounts for 0.07% of the portfolio, ranked #116.

Moneta Group Investment Advisors first reported a position in VGT in Q2 2018 and has held it in 24 quarters since. The position peaked at $10.4M in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Moneta Group Investment Advisors held 867,984 shares of Vanguard Information Technology ETF worth $9.46M as of Q1 2026.
  • Moneta Group Investment Advisors bought 757,184 Vanguard Information Technology ETF shares in Q1 2026, an estimated $69.7M.
  • Vanguard Information Technology ETF made up 0.07% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Vanguard Information Technology ETF position peaked at $10.4M in Q4 2025.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.