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

Perennial 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 		$9.79M Buy
112,192
+2,200
+2% +$203K 0.78% 26
2025
Q4 		$10.4M Sell
109,992
-896
-0.8% -$85.1K 0.82% 23
2025
Q3 		$10.4M Sell
110,888
-2,312
-2% -$202K 0.85% 22
2025
Q2 		$9.39M Buy
113,200
+2,736
+2% +$199K 0.91% 23
2025
Q1 		$7.49M Buy
110,464
+432
+0.4% +$32.5K 0.84% 27
2024
Q4 		$8.55M Sell
110,032
-14,432
-12% -$1.11M 1.01% 26
2024
Q3 		$9.13M Sell
124,464
-4,864
-4% -$346K 1.18% 17
2024
Q2 		$9.32M Buy
129,328
+18,704
+17% +$1.24M 1.33% 15
2024
Q1 		$7.25M Buy
110,624
+3,000
+3% +$190K 1.1% 19
2023
Q4 		$6.51M Buy
107,624
+3,440
+3% +$192K 1.08% 20
2023
Q3 		$5.4M Buy
104,184
+408
+0.4% +$22.2K 0.98% 20
2023
Q2 		$5.74M Buy
103,776
+1,576
+2% +$79.1K 1.01% 19
2023
Q1 		$4.92M Buy
102,200
+7,616
+8% +$337K 0.92% 21
2022
Q4 		$3.78M Buy
94,584
+9,072
+11% +$370K 1.54% 10
2022
Q3 		$3.29M Buy
85,512
+43,568
+104% +$1.92M 1.49% 11
2022
Q2 		$1.71M Sell
41,944
-440
-1% -$19.8K 0.67% 30
2022
Q1 		$2.21M Sell
42,384
-4,040
-9% -$207K 0.7% 28
2021
Q4 		$2.66M Buy
46,424
+14,848
+47% +$815K 0.83% 22
2021
Q3 		$1.58M Buy
31,576
+1,560
+5% +$80.9K 0.56% 33
2021
Q2 		$1.5M Sell
30,016
-1,096
-4% -$51.7K 0.55% 35
2021
Q1 		$1.39M Sell
31,112
-8,216
-21% -$370K 0.55% 39
2020
Q4 		$1.74M Buy
39,328
+4,408
+13% +$181K 0.74% 28
2020
Q3 		$1.36M Buy
+34,920
New +$1.31M 0.68% 26

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

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

Perennial Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 2% in Q1 2026, buying an estimated $203K and bringing the position to 112,192 shares worth $9.79M. The position accounts for 0.78% of the portfolio, ranked #26.

Perennial Investment Advisors first reported a position in VGT in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Perennial Investment Advisors held 112,192 shares of Vanguard Information Technology ETF worth $9.79M as of Q1 2026.
  • Perennial Investment Advisors bought 2,200 Vanguard Information Technology ETF shares in Q1 2026, an estimated $203K.
  • Vanguard Information Technology ETF made up 0.78% of Perennial Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 23 quarters since.
  • Perennial Investment Advisors's Vanguard Information Technology ETF position peaked at $10.4M in Q4 2025.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.