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Narus Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Narus Financial Partners’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 		$937K Buy
10,744
+448
+4% +$41.3K 0.25% 65
2025
Q4 		$970K Buy
10,296
+576
+6% +$54.7K 0.27% 60
2025
Q3 		$907K Buy
9,720
+696
+8% +$60.8K 0.25% 66
2025
Q2 		$748K Sell
9,024
-1,000
-10% -$72.7K 0.23% 66
2025
Q1 		$680K Buy
10,024
+2,912
+41% +$219K 0.23% 65
2024
Q4 		$553K Sell
7,112
-56
-0.8% -$4.3K 0.19% 73
2024
Q3 		$526K Buy
7,168
+264
+4% +$18.8K 0.19% 76
2024
Q2 		$498K Buy
6,904
+64
+0.9% +$4.25K 0.2% 74
2024
Q1 		$448K Buy
6,840
+80
+1% +$5.07K 0.19% 84
2023
Q4 		$409K Sell
6,760
-144
-2% -$8.02K 0.2% 80
2023
Q3 		$358K Buy
6,904
+1,376
+25% +$74.8K 0.18% 77
2023
Q2 		$306K Buy
+5,528
New +$278K 0.16% 85
2022
Q4 		– Sell
-5,496
Closed -$211K – 123
2022
Q3 		$211K Buy
5,496
+592
+12% +$26K 0.13% 108
2022
Q2 		$200K Buy
+4,904
New +$221K 0.13% 112

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

Narus Financial Partners's VGT Position: Q1 2026 in Review

Narus Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 4.4% in Q1 2026, buying an estimated $41.3K and bringing the position to 10,744 shares worth $937K. The position accounts for 0.25% of the portfolio, ranked #65.

Narus Financial Partners first reported a position in VGT in Q2 2022 and has held it in 14 quarters since. The position peaked at $970K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Narus Financial Partners held 10,744 shares of Vanguard Information Technology ETF worth $937K as of Q1 2026.
  • Narus Financial Partners bought 448 Vanguard Information Technology ETF shares in Q1 2026, an estimated $41.3K.
  • Vanguard Information Technology ETF made up 0.25% of Narus Financial Partners's portfolio in Q1 2026, its #65 holding.
  • Narus Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2022 and has held it in 14 quarters since.
  • Narus Financial Partners's Vanguard Information Technology ETF position peaked at $970K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.