MPS Loria Financial Planners’s Vanguard Information Technology ETF VGT Stock Holding History

MPS Loria Financial Planners’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	$774K	Buy	8,880 +16	+0.2%	+$1.47K	0.2%	31
2025 Q4	$835K	Buy	8,864 +8	+0.1%	+$760	0.21%	29
2025 Q3	$827K	Buy	8,856 +8	+0.1%	+$699	0.22%	30
2025 Q2	$734K	Buy	8,848 +24	+0.3%	+$1.75K	0.22%	31
2025 Q1	$598K	Buy	8,824 +16	+0.2%	+$1.21K	0.18%	35
2024 Q4	$685K	Buy	8,808 +8	+0.1%	+$614	0.2%	31
2024 Q3	$645K	Hold	8,800	–	–	0.19%	34
2024 Q2	$634K	Hold	8,800	–	–	0.2%	33
2024 Q1	$577K	Hold	8,800	–	–	0.19%	35
2023 Q4	$532K	Hold	8,800	–	–	0.19%	38
2023 Q3	$456K	Hold	8,800	–	–	0.18%	40
2023 Q2	$486K	Hold	8,800	–	–	0.18%	39
2023 Q1	$424K	Hold	8,800	–	–	0.17%	43
2022 Q4	$351K	Sell	8,800 -1,200	-12%	-$49K	0.16%	47
2022 Q3	$384K	Hold	10,000	–	–	0.15%	43
2022 Q2	$408K	Hold	10,000	–	–	0.18%	44
2022 Q1	$520K	Hold	10,000	–	–	0.22%	40
2021 Q4	$572K	Hold	10,000	–	–	0.23%	38
2021 Q3	$501K	Hold	10,000	–	–	0.23%	37
2021 Q2	$498K	Hold	10,000	–	–	0.23%	37
2021 Q1	$448K	Hold	10,000	–	–	0.21%	40
2020 Q4	$435K	Hold	10,000	–	–	0.2%	42
2020 Q3	$389K	Hold	10,000	–	–	0.2%	40
2020 Q2	$348K	Hold	10,000	–	–	0.19%	41
2020 Q1	$264K	Hold	10,000	–	–	0.2%	49
2019 Q4	$306K	Hold	10,000	–	–	0.18%	51
2019 Q3	$269K	Hold	10,000	–	–	0.17%	54
2019 Q2	$263K	Hold	10,000	–	–	0.17%	53
2019 Q1	$251K	Hold	10,000	–	–	0.17%	56
2018 Q4	$208K	Sell	10,000 -680	-6%	-$15.4K	0.15%	68
2018 Q3	$270K	Buy	10,680 +680	+7%	+$16.5K	0.17%	58
2018 Q2	$227K	Hold	10,000	–	–	0.23%	59
2018 Q1	$214K	Hold	10,000	–	–	0.15%	68
2017 Q4	$206K	Buy	+10,000	New	+$203K	0.14%	75
2017 Q3	–	Sell	-10,000	Closed	-$186K	–	326
2017 Q2	$186K	Buy	+10,000	New	+$176K	0.12%	73

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

MPS Loria Financial Planners's VGT Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Vanguard Information Technology ETF (VGT) stake by 0.18% in Q1 2026, buying an estimated $1.47K and bringing the position to 8,880 shares worth $774K. The position accounts for 0.2% of the portfolio, ranked #31.

MPS Loria Financial Planners first reported a position in VGT in Q2 2017 and has held it in 35 quarters since. The position peaked at $835K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

MPS Loria Financial Planners held 8,880 shares of Vanguard Information Technology ETF worth $774K as of Q1 2026.
MPS Loria Financial Planners bought 16 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.47K.
Vanguard Information Technology ETF made up 0.2% of MPS Loria Financial Planners's portfolio in Q1 2026, its #31 holding.
MPS Loria Financial Planners first reported a position in Vanguard Information Technology ETF in Q2 2017 and has held it in 35 quarters since.
MPS Loria Financial Planners's Vanguard Information Technology ETF position peaked at $835K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.