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

NRI 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
2025 Q4	$18.3M	Buy	194,040 +1,192	+0.6%	+$113K	9.32%	5
2025 Q3	$18M	Buy	192,848 +2,968	+2%	+$259K	9.62%	5
2025 Q2	$15.7M	Buy	189,880 +6,744	+4%	+$490K	9.49%	3
2025 Q1	$12.4M	Buy	183,136 +896	+0.5%	+$67.5K	9.18%	3
2024 Q4	$14.2M	Buy	+182,240	New	+$14M	9.77%	3
2024 Q2	$12.4M	Buy	172,488 +4,680	+3%	+$311K	9.64%	3
2024 Q1	$11M	Buy	167,808 +6,120	+4%	+$388K	9.29%	3
2023 Q4	$9.78M	Buy	+161,688	New	+$9.01M	9.77%	3

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

NRI Wealth Management's VGT Position: Q4 2025 in Review

NRI Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 0.62% in Q4 2025, buying an estimated $113K and bringing the position to 194,040 shares worth $18.3M. The position accounts for 9.32% of the portfolio, ranked #5.

NRI Wealth Management first reported a position in VGT in Q4 2023 and has held it in 8 quarters since. 2,023 funds tracked by Wall St. Rank hold VGT as of Q4 2025.

NRI Wealth Management held 194,040 shares of Vanguard Information Technology ETF worth $18.3M as of Q4 2025.
NRI Wealth Management bought 1,192 Vanguard Information Technology ETF shares in Q4 2025, an estimated $113K.
Vanguard Information Technology ETF made up 9.32% of NRI Wealth Management's portfolio in Q4 2025, its #5 holding.
NRI Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 8 quarters since.
2,023 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.