OFG
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Oxford Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Oxford Financial Group’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 		$1.2M Hold
13,704
– – 0.06% 85
2025
Q4 		$1.29M Sell
13,704
-1,032
-7% -$98.1K 0.07% 72
2025
Q3 		$1.38M Buy
14,736
+1,872
+15% +$164K 0.08% 72
2025
Q2 		$1.07M Sell
12,864
-88
-0.7% -$6.4K 0.06% 77
2025
Q1 		$878K Hold
12,952
– – 0.06% 88
2024
Q4 		$1.01M Sell
12,952
-120
-0.9% -$9.22K 0.07% 95
2024
Q3 		$958K Sell
13,072
-40
-0.3% -$2.84K 0.06% 93
2024
Q2 		$945K Sell
13,112
-408
-3% -$27.1K 0.06% 95
2024
Q1 		$886K Buy
13,520
+2,832
+26% +$180K 0.06% 89
2023
Q4 		$647K Sell
10,688
-288
-3% -$16K 0.05% 110
2023
Q3 		$569K Hold
10,976
– – 0.05% 112
2023
Q2 		$607K Sell
10,976
-1,616
-13% -$81.2K 0.06% 120
2023
Q1 		$607K Sell
12,592
-3,888
-24% -$172K 0.07% 93
2022
Q4 		$658K Hold
16,480
– – 0.08% 92
2022
Q3 		$633K Sell
16,480
-9,616
-37% -$423K 0.1% 84
2022
Q2 		$1.06M Sell
26,096
-240
-0.9% -$10.8K 0.16% 61
2022
Q1 		$1.37M Sell
26,336
-11,256
-30% -$578K 0.17% 56
2021
Q4 		$2.15M Buy
37,592
+12,912
+52% +$709K 0.24% 40
2021
Q3 		$1.24M Buy
24,680
+6,008
+32% +$311K 0.16% 58
2021
Q2 		$931K Buy
18,672
+1,400
+8% +$66K 0.12% 78
2021
Q1 		$774K Hold
17,272
– – 0.11% 84
2020
Q4 		$764K Hold
17,272
– – 0.11% 78
2020
Q3 		$672K Buy
+17,272
New +$650K 0.11% 82

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 $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
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

Oxford Financial Group's VGT Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 13,704 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #85.

Oxford Financial Group first reported a position in VGT in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.15M in Q4 2021. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Oxford Financial Group held 13,704 shares of Vanguard Information Technology ETF worth $1.2M as of Q1 2026.
  • Oxford Financial Group left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #85 holding.
  • Oxford Financial Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 23 quarters since.
  • Oxford Financial Group's Vanguard Information Technology ETF position peaked at $2.15M in Q4 2021.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.