Panoramic Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Panoramic Investment 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	$2.14M	Buy	24,520 +264	+1%	+$24.3K	1.16%	28
2025 Q4	$2.29M	Buy	24,256 +40	+0.2%	+$3.8K	1.24%	26
2025 Q3	$2.26M	Sell	24,216 -48	-0.2%	-$4.19K	1.27%	27
2025 Q2	$2.01M	Sell	24,264 -328	-1%	-$23.8K	1.24%	25
2025 Q1	$1.67M	Buy	24,592 +416	+2%	+$31.3K	1.13%	30
2024 Q4	$1.88M	Buy	24,176 +272	+1%	+$20.9K	1.22%	26
2024 Q3	$1.75M	Buy	+23,904	New	+$1.7M	1.21%	26
2024 Q1	$1.51M	Buy	23,064 +1,408	+7%	+$89.2K	1.11%	27
2023 Q4	$1.31M	Sell	21,656 -832	-4%	-$46.4K	1.13%	29
2023 Q3	$1.17M	Buy	+22,488	New	+$1.22M	1.07%	28
2022 Q4	$869K	Buy	+21,776	New	+$889K	0.89%	35

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

Panoramic Investment Advisors's VGT Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.1% in Q1 2026, buying an estimated $24.3K and bringing the position to 24,520 shares worth $2.14M. The position accounts for 1.16% of the portfolio, ranked #28.

Panoramic Investment Advisors first reported a position in VGT in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.29M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Panoramic Investment Advisors held 24,520 shares of Vanguard Information Technology ETF worth $2.14M as of Q1 2026.
Panoramic Investment Advisors bought 264 Vanguard Information Technology ETF shares in Q1 2026, an estimated $24.3K.
Vanguard Information Technology ETF made up 1.16% of Panoramic Investment Advisors's portfolio in Q1 2026, its #28 holding.
Panoramic Investment Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Vanguard Information Technology ETF position peaked at $2.29M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.