ORBA Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

ORBA Wealth 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	$502K	Sell	5,760 -360	-6%	-$33.1K	0.6%	46
2025 Q4	$577K	Sell	6,120 -1,800	-23%	-$171K	0.5%	47
2025 Q3	$739K	Hold	7,920	–	–	0.61%	38
2025 Q2	$657K	Sell	7,920 -6,600	-45%	-$480K	0.6%	39
2025 Q1	$984K	Hold	14,520	–	–	0.5%	42
2024 Q4	$1.13M	Hold	14,520	–	–	0.59%	40
2024 Q3	$1.06M	Sell	14,520 -200	-1%	-$14.2K	0.54%	43
2024 Q2	$1.06M	Sell	14,720 -1,600	-10%	-$106K	0.55%	39
2024 Q1	$1.07M	Sell	16,320 -400	-2%	-$25.4K	0.59%	37
2023 Q4	$1.01M	Buy	+16,720	New	+$932K	0.61%	37

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

ORBA Wealth Advisors's VGT Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 5.9% in Q1 2026, selling an estimated $33.1K and leaving 5,760 shares worth $502K. The position accounts for 0.6% of the portfolio, ranked #46.

ORBA Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

ORBA Wealth Advisors held 5,760 shares of Vanguard Information Technology ETF worth $502K as of Q1 2026.
ORBA Wealth Advisors sold 360 Vanguard Information Technology ETF shares in Q1 2026, an estimated $33.1K.
Vanguard Information Technology ETF made up 0.6% of ORBA Wealth Advisors's portfolio in Q1 2026, its #46 holding.
ORBA Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.13M in Q4 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.