PSF
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Pacific Sun Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Pacific Sun Financial’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 		$1.83M Buy
20,936
+624
+3% +$57.5K 0.88% 28
2025
Q4 		$1.91M Hold
20,312
– – 0.92% 24
2025
Q3 		$1.9M Sell
20,312
-8
-0% -$699 0.92% 25
2025
Q2 		$1.68M Sell
20,320
-1,240
-6% -$90.2K 0.88% 32
2025
Q1 		$1.46M Sell
21,560
-320
-1% -$24.1K 0.83% 33
2024
Q4 		$1.7M Hold
21,880
– – 0.93% 31
2024
Q3 		$1.6M Buy
21,880
+80
+0.4% +$5.68K 0.88% 32
2024
Q2 		$1.57M Sell
21,800
-120
-0.5% -$7.98K 0.93% 28
2024
Q1 		$1.44M Sell
21,920
-80
-0.4% -$5.07K 0.84% 37
2023
Q4 		$1.33M Buy
22,000
+40
+0.2% +$2.23K 0.84% 34
2023
Q3 		$1.14M Sell
21,960
-280
-1% -$15.2K 0.79% 37
2023
Q2 		$1.07M Buy
+22,240
New +$1.12M 0.72% 39
2022
Q4 		$885K Sell
22,160
-1,536
-6% -$62.7K 0.62% 51
2022
Q3 		$910K Buy
23,696
+680
+3% +$29.9K 0.64% 50
2022
Q2 		$939K Buy
23,016
+1,808
+9% +$81.4K 0.62% 52
2022
Q1 		$1.1M Buy
21,208
+872
+4% +$44.7K 0.6% 53
2021
Q4 		$1.17M Buy
20,336
+176
+0.9% +$9.66K 0.62% 53
2021
Q3 		$1.01M Buy
+20,160
New +$1.04M 0.58% 55
2020
Q3 		$991K Buy
25,448
+440
+2% +$16.6K 0.83% 39
2020
Q2 		$871K Buy
25,008
+496
+2% +$15.5K 0.79% 45
2020
Q1 		$649K Buy
24,512
+936
+4% +$28.4K 0.75% 51
2019
Q4 		$722K Hold
23,576
– – 0.64% 55
2019
Q3 		$635K Buy
23,576
+792
+3% +$21.3K 0.6% 61
2019
Q2 		$601K Buy
+22,784
New +$588K 0.57% 61
2018
Q2 		$498K Sell
20,624
-160
-0.8% -$3.59K 0.51% 66
2018
Q1 		$444K Buy
+20,784
New +$454K 0.59% 62

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

Pacific Sun Financial's VGT Position: Q1 2026 in Review

Pacific Sun Financial increased its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q1 2026, buying an estimated $57.5K and bringing the position to 20,936 shares worth $1.83M. The position accounts for 0.88% of the portfolio, ranked #28.

Pacific Sun Financial first reported a position in VGT in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.91M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Pacific Sun Financial held 20,936 shares of Vanguard Information Technology ETF worth $1.83M as of Q1 2026.
  • Pacific Sun Financial bought 624 Vanguard Information Technology ETF shares in Q1 2026, an estimated $57.5K.
  • Vanguard Information Technology ETF made up 0.88% of Pacific Sun Financial's portfolio in Q1 2026, its #28 holding.
  • Pacific Sun Financial first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's Vanguard Information Technology ETF position peaked at $1.91M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.