Objective Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Objective Capital 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	–	Sell	-4,344	Closed	-$410K	–	101
2025 Q4	$410K	Sell	4,344 -1,000	-19%	-$95K	0.42%	56
2025 Q3	$499K	Hold	5,344	–	–	0.52%	47
2025 Q2	$443K	Buy	5,344 +8	+0.1%	+$582	0.5%	46
2025 Q1	$362K	Sell	5,336 -632	-11%	-$47.6K	0.46%	51
2024 Q4	$464K	Sell	5,968 -456	-7%	-$35K	0.31%	64
2024 Q3	$471K	Buy	+6,424	New	+$457K	0.28%	76
2024 Q1	$389K	Buy	5,944 +16	+0.3%	+$1.01K	0.26%	83
2023 Q4	$359K	Buy	5,928 +16	+0.3%	+$891	0.27%	79
2023 Q3	$307K	Buy	+5,912	New	+$321K	0.27%	78
2022 Q2	–	Sell	-8,176	Closed	-$426K	–	117
2022 Q1	$426K	Buy	8,176 +8	+0.1%	+$411	0.33%	69
2021 Q4	$468K	Buy	+8,168	New	+$448K	0.33%	65

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

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

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

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 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Objective Capital Management's VGT Position: Q1 2026 in Review

Objective Capital Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 4,344 shares — an estimated $410K sold.

Objective Capital Management first reported a position in VGT in Q4 2021 and held it in 11 quarters. The position peaked at $499K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Objective Capital Management reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Objective Capital Management sold 4,344 Vanguard Information Technology ETF shares in Q1 2026, an estimated $410K.
Objective Capital Management first reported a position in Vanguard Information Technology ETF in Q4 2021 and held it in 11 quarters.
Objective Capital Management's Vanguard Information Technology ETF position peaked at $499K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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