Patrick M. Sweeney & Associates’s Vanguard Information Technology ETF VGT Stock Holding History

Patrick M. Sweeney & Associates’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	$862K	Buy	9,888 +56	+0.6%	+$5.16K	0.55%	45
2025 Q4	$926K	Buy	9,832 +256	+3%	+$24.3K	0.58%	42
2025 Q3	$894K	Buy	9,576 +152	+2%	+$13.3K	0.58%	41
2025 Q2	$794K	Buy	9,424 +768	+9%	+$55.8K	0.55%	46
2025 Q1	$587K	Buy	8,656 +280	+3%	+$21.1K	0.44%	60
2024 Q4	$651K	Hold	8,376	–	–	0.49%	54
2024 Q3	$614K	Buy	8,376 +192	+2%	+$13.6K	0.45%	59
2024 Q2	$590K	Hold	8,184	–	–	0.48%	55
2024 Q1	$536K	Buy	8,184 +80	+1%	+$5.07K	0.44%	62
2023 Q4	$490K	Buy	+8,104	New	+$452K	0.45%	56

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

Patrick M. Sweeney & Associates's VGT Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Vanguard Information Technology ETF (VGT) stake by 0.57% in Q1 2026, buying an estimated $5.16K and bringing the position to 9,888 shares worth $862K. The position accounts for 0.55% of the portfolio, ranked #45.

Patrick M. Sweeney & Associates first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $926K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Patrick M. Sweeney & Associates held 9,888 shares of Vanguard Information Technology ETF worth $862K as of Q1 2026.
Patrick M. Sweeney & Associates bought 56 Vanguard Information Technology ETF shares in Q1 2026, an estimated $5.16K.
Vanguard Information Technology ETF made up 0.55% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #45 holding.
Patrick M. Sweeney & Associates first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Vanguard Information Technology ETF position peaked at $926K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.