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

Monograph 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 		$598K Sell
6,856
-312
-4% -$28.7K 0.06% 80
2025
Q4 		$675K Buy
7,168
+312
+5% +$29.6K 0.07% 76
2025
Q3 		$640K Buy
6,856
+568
+9% +$49.6K 0.06% 78
2025
Q2 		$521K Buy
6,288
+80
+1% +$5.82K 0.06% 73
2025
Q1 		$421K Hold
6,208
– – 0.06% 78
2024
Q4 		$483K Buy
6,208
+336
+6% +$25.8K 0.06% 72
2024
Q3 		$431K Buy
5,872
+3,000
+104% +$213K 0.06% 80
2024
Q2 		$207K Buy
+2,872
New +$191K 0.03% 100

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

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

Monograph Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 4.4% in Q1 2026, selling an estimated $28.7K and leaving 6,856 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #80.

Monograph Wealth Advisors first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $675K in Q4 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Monograph Wealth Advisors held 6,856 shares of Vanguard Information Technology ETF worth $598K as of Q1 2026.
  • Monograph Wealth Advisors sold 312 Vanguard Information Technology ETF shares in Q1 2026, an estimated $28.7K.
  • Vanguard Information Technology ETF made up 0.06% of Monograph Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
  • Monograph Wealth Advisors's Vanguard Information Technology ETF position peaked at $675K in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.