MWM
VGT icon

MY Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

MY Wealth Management’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 		$4.9M Buy
72,344
+4,504
+7% +$415K 4.75% 9
2025
Q4 		$6.39M Sell
67,840
-2,120
-3% -$201K 5.57% 6
2025
Q3 		$6.53M Buy
69,960
+440
+0.6% +$38.4K 5.73% 6
2025
Q2 		$5.76M Sell
69,520
-2,824
-4% -$205K 5.52% 6
2025
Q1 		$4.92M Buy
72,344
+872
+1% +$65.7K 4.76% 9
2024
Q4 		$5.56M Sell
71,472
-544
-0.8% -$41.8K 5.55% 8
2024
Q3 		$5.28M Sell
72,016
-232
-0.3% -$16.5K 5.36% 7
2024
Q2 		$5.21M Buy
72,248
+2,176
+3% +$145K 5.93% 7
2024
Q1 		$4.59M Sell
70,072
-150,328
-68% -$9.53M 5.07% 7
2023
Q4 		$13.3M Buy
220,400
+52,960
+32% +$2.95M 12.55% 3
2023
Q3 		$8.68M Sell
167,440
-2,552
-2% -$139K 8.63% 3
2023
Q2 		$9.4M Buy
169,992
+1,232
+0.7% +$61.9K 8.57% 4
2023
Q1 		$8.13M Sell
168,760
-224
-0.1% -$9.9K 8.14% 4
2022
Q4 		$6.75M Sell
168,984
-73,056
-30% -$2.98M 10.28% 3
2022
Q3 		$9.3M Buy
242,040
+3,360
+1% +$148K 9.97% 3
2022
Q2 		$9.74M Buy
238,680
+400
+0.2% +$18K 10.52% 2
2022
Q1 		$12.4M Sell
238,280
-30,768
-11% -$1.58M 11.49% 2
2021
Q4 		$15.4M Buy
+269,048
New +$14.8M 13.55% 1

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

MY Wealth Management's VGT Position: Q1 2026 in Review

MY Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 6.6% in Q1 2026, buying an estimated $415K and bringing the position to 72,344 shares worth $4.9M. The position accounts for 4.75% of the portfolio, ranked #9.

MY Wealth Management first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.4M in Q4 2021. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • MY Wealth Management held 72,344 shares of Vanguard Information Technology ETF worth $4.9M as of Q1 2026.
  • MY Wealth Management bought 4,504 Vanguard Information Technology ETF shares in Q1 2026, an estimated $415K.
  • Vanguard Information Technology ETF made up 4.75% of MY Wealth Management's portfolio in Q1 2026, its #9 holding.
  • MY Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • MY Wealth Management's Vanguard Information Technology ETF position peaked at $15.4M in Q4 2021.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.