Petix & Botte Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Petix & Botte 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	$422K	Sell	2,416 -2,368	-49%	-$218K	0.09%	93
2025 Q4	$451K	Buy	4,784 +192	+4%	+$18.2K	0.1%	87
2025 Q3	$429K	Hold	4,592	–	–	0.1%	91
2025 Q2	$381K	Buy	4,592 +352	+8%	+$25.6K	0.09%	97
2025 Q1	$288K	Buy	4,240 +176	+4%	+$13.3K	0.08%	105
2024 Q4	$316K	Buy	+4,064	New	+$312K	0.08%	104

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

Petix & Botte Financial's VGT Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Information Technology ETF (VGT) stake by 49% in Q1 2026, selling an estimated $218K and leaving 2,416 shares worth $422K. The position accounts for 0.09% of the portfolio, ranked #93.

Petix & Botte Financial first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Petix & Botte Financial held 2,416 shares of Vanguard Information Technology ETF worth $422K as of Q1 2026.
Petix & Botte Financial sold 2,368 Vanguard Information Technology ETF shares in Q1 2026, an estimated $218K.
Vanguard Information Technology ETF made up 0.09% of Petix & Botte Financial's portfolio in Q1 2026, its #93 holding.
Petix & Botte Financial first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Petix & Botte Financial's Vanguard Information Technology ETF position peaked at $451K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.