Physician Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Physician Wealth 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	$3.85M	Buy	44,088 +2,688	+6%	+$248K	0.54%	35
2025 Q4	$3.9M	Buy	41,400 +1,424	+4%	+$135K	0.54%	36
2025 Q3	$3.73M	Buy	39,976 +4,000	+11%	+$350K	0.53%	36
2025 Q2	$2.98M	Buy	35,976 +3,568	+11%	+$259K	0.47%	41
2025 Q1	$2.2M	Buy	32,408 +1,432	+5%	+$108K	0.38%	46
2024 Q4	$2.41M	Buy	30,976 +400	+1%	+$30.7K	0.41%	41
2024 Q3	$2.28M	Buy	30,576 +600	+2%	+$42.6K	0.41%	38
2024 Q2	$2.27M	Buy	29,976 +2,992	+11%	+$199K	0.42%	39
2024 Q1	$1.7M	Buy	26,984 +1,104	+4%	+$70K	0.36%	44
2023 Q4	$1.63M	Buy	25,880 +1,144	+5%	+$63.7K	0.36%	45
2023 Q3	$1.32M	Sell	24,736 -1,592	-6%	-$86.6K	0.34%	44
2023 Q2	$1.45M	Sell	26,328 -56	-0.2%	-$2.81K	0.36%	40
2023 Q1	$1.26M	Sell	26,384 -8	-0%	-$354	0.33%	44
2022 Q4	$1.14M	Sell	26,392 -136	-0.5%	-$5.55K	0.31%	45
2022 Q3	$1.09M	Buy	26,528 +608	+2%	+$26.7K	0.34%	48
2022 Q2	$1.2M	Buy	25,920 +1,128	+5%	+$50.8K	0.35%	46
2022 Q1	$1.2M	Sell	24,792 -28,560	-54%	-$1.47M	0.32%	49
2021 Q4	$2.9M	Buy	53,352 +1,856	+4%	+$102K	0.76%	30
2021 Q3	$2.7M	Buy	51,496 +528	+1%	+$27.4K	0.74%	29
2021 Q2	$2.62M	Buy	50,968 +1,352	+3%	+$63.8K	0.75%	31
2021 Q1	$2.31M	Buy	49,616 +1,288	+3%	+$57.9K	0.75%	30
2020 Q4	$2.26M	Sell	48,328 -14,936	-24%	-$614K	0.77%	30
2020 Q3	$2.36M	Buy	63,264 +872	+1%	+$32.8K	0.95%	25
2020 Q2	$2.36M	Sell	62,392 -49,160	-44%	-$1.53M	0.95%	25
2020 Q1	$3.21M	Buy	111,552 +2,632	+2%	+$79.8K	1.61%	18
2019 Q4	$3.48M	Buy	108,920 +11,112	+11%	+$318K	1.55%	16
2019 Q3	$2.88M	Buy	+97,808	New	+$2.63M	1.41%	17

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

Physician Wealth Advisors's VGT Position: Q1 2026 in Review

Physician Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 6.5% in Q1 2026, buying an estimated $248K and bringing the position to 44,088 shares worth $3.85M. The position accounts for 0.54% of the portfolio, ranked #35.

Physician Wealth Advisors first reported a position in VGT in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.9M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Physician Wealth Advisors held 44,088 shares of Vanguard Information Technology ETF worth $3.85M as of Q1 2026.
Physician Wealth Advisors bought 2,688 Vanguard Information Technology ETF shares in Q1 2026, an estimated $248K.
Vanguard Information Technology ETF made up 0.54% of Physician Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Physician Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2019 and has held it in 27 quarters since.
Physician Wealth Advisors's Vanguard Information Technology ETF position peaked at $3.9M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.