OFA
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Oak Family Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Oak Family 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 		– Sell
-2,168
Closed -$204K – 130
2025
Q4 		$204K Hold
2,168
– – 0.06% 100
2025
Q3 		$202K Buy
+2,168
New +$189K 0.05% 103

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oak Family Advisors's VGT Position: Q1 2026 in Review

Oak Family Advisors sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 2,168 shares — an estimated $204K sold.

Oak Family Advisors first reported a position in VGT in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 1,991 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Oak Family Advisors reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Oak Family Advisors sold 2,168 Vanguard Information Technology ETF shares in Q1 2026, an estimated $204K.
  • Oak Family Advisors first reported a position in Vanguard Information Technology ETF in Q3 2025 and held it in 2 quarters.
  • Oak Family Advisors's Vanguard Information Technology ETF position peaked at $204K in Q4 2025.
  • 1,991 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.