Mount Yale Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Mount Yale 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	$7.93M	Buy	90,976 +56,344	+163%	+$5.19M	0.18%	123
2025 Q4	$3.26M	Buy	34,632 +3,536	+11%	+$336K	0.16%	139
2025 Q3	$2.9M	Buy	31,096 +22,608	+266%	+$1.98M	0.2%	118
2025 Q2	$704K	Sell	8,488 -184	-2%	-$13.4K	0.05%	273
2025 Q1	$588K	Sell	8,672 -24	-0.3%	-$1.81K	0.05%	295
2024 Q4	$676K	Buy	8,696 +480	+6%	+$36.9K	0.05%	286
2024 Q3	$602K	Buy	+8,216	New	+$584K	0.06%	302

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

Mount Yale Investment Advisors's VGT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 163% in Q1 2026, buying an estimated $5.19M and bringing the position to 90,976 shares worth $7.93M. The position accounts for 0.18% of the portfolio, ranked #123.

Mount Yale Investment Advisors first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Mount Yale Investment Advisors held 90,976 shares of Vanguard Information Technology ETF worth $7.93M as of Q1 2026.
Mount Yale Investment Advisors bought 56,344 Vanguard Information Technology ETF shares in Q1 2026, an estimated $5.19M.
Vanguard Information Technology ETF made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #123 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.