OFA
VGT icon

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
2025
Q4 		– Sell
-2,400
Closed -$224K – 125
2025
Q3 		$224K Buy
+2,400
New +$210K 0.06% 98

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 $445B AUM 25.58% 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

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. 1,981 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.
  • 1,981 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.