&Partners’s Vanguard Information Technology ETF VGT Stock Holding History

&Partners’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	$31.2M	Buy	357,104 +14,168	+4%	+$1.3M	0.15%	124
2025 Q4	$32.4M	Buy	342,936 +232,096	+209%	+$22.1M	0.17%	115
2025 Q3	$10.3M	Buy	110,840 +5,824	+6%	+$509K	0.07%	259
2025 Q2	$8.73M	Buy	105,016 +20,776	+25%	+$1.51M	0.07%	257
2025 Q1	$5.71M	Buy	84,240 +16,728	+25%	+$1.26M	0.06%	273
2024 Q4	$5.34M	Buy	67,512 +9,312	+16%	+$715K	0.06%	267
2024 Q3	$4.27M	Buy	58,200 +15,048	+35%	+$1.07M	0.08%	228
2024 Q2	$3.11M	Buy	+43,152	New	+$2.87M	0.14%	159

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

&Partners's VGT Position: Q1 2026 in Review

&Partners increased its Vanguard Information Technology ETF (VGT) stake by 4.1% in Q1 2026, buying an estimated $1.3M and bringing the position to 357,104 shares worth $31.2M. The position accounts for 0.15% of the portfolio, ranked #124.

&Partners first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $32.4M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

&Partners held 357,104 shares of Vanguard Information Technology ETF worth $31.2M as of Q1 2026.
&Partners bought 14,168 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.3M.
Vanguard Information Technology ETF made up 0.15% of &Partners's portfolio in Q1 2026, its #124 holding.
&Partners first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Vanguard Information Technology ETF position peaked at $32.4M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.