Montis Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Montis Financial’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	$635K	Hold	7,280	–	–	0.13%	81
2025 Q4	$686K	Sell	7,280 -4,512	-38%	-$429K	0.14%	81
2025 Q3	$1.1M	Buy	11,792 +2,816	+31%	+$246K	0.25%	57
2025 Q2	$744K	Hold	8,976	–	–	0.21%	66
2025 Q1	$609K	Buy	8,976 +1,760	+24%	+$133K	0.18%	74
2024 Q4	$561K	Hold	7,216	–	–	0.17%	77
2024 Q3	$529K	Hold	7,216	–	–	0.19%	63
2024 Q2	$520K	Sell	7,216 -8,800	-55%	-$585K	0.24%	45
2024 Q1	$1.05M	Sell	16,016 -1,600	-9%	-$101K	0.5%	26
2023 Q4	$1.07M	Hold	17,616	–	–	0.63%	24
2023 Q3	$914K	Sell	17,616 -3,600	-17%	-$196K	0.61%	22
2023 Q2	$1.17M	Hold	21,216	–	–	0.77%	17
2023 Q1	$1.02M	Hold	21,216	–	–	0.79%	18
2022 Q4	$847K	Sell	21,216 -2,400	-10%	-$97.9K	0.72%	20
2022 Q3	$907K	Hold	23,616	–	–	0.87%	18
2022 Q2	$964K	Hold	23,616	–	–	0.9%	17
2022 Q1	$1.23M	Hold	23,616	–	–	0.96%	18
2021 Q4	$1.35M	Hold	23,616	–	–	0.98%	17
2021 Q3	$1.17M	Hold	23,616	–	–	1%	17
2021 Q2	$1.18M	Buy	23,616 +2,400	+11%	+$113K	0.98%	17
2021 Q1	$971K	Hold	21,216	–	–	0.9%	17
2020 Q4	$949K	Buy	+21,216	New	+$873K	0.95%	16

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

Montis Financial's VGT Position: Q1 2026 in Review

Montis Financial held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 7,280 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #81.

Montis Financial first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.35M in Q4 2021. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Montis Financial held 7,280 shares of Vanguard Information Technology ETF worth $635K as of Q1 2026.
Montis Financial left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.13% of Montis Financial's portfolio in Q1 2026, its #81 holding.
Montis Financial first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
Montis Financial's Vanguard Information Technology ETF position peaked at $1.35M in Q4 2021.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.