PKS Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

PKS Advisory Services’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	$692K	Sell	7,928 -64	-0.8%	-$5.89K	0.16%	129
2025 Q4	$753K	Buy	7,992 +56	+0.7%	+$5.32K	0.17%	116
2025 Q3	$740K	Buy	7,936 +184	+2%	+$16.1K	0.15%	119
2025 Q2	$643K	Sell	7,752 -888	-10%	-$64.6K	0.16%	128
2025 Q1	$581K	Buy	8,640 +1,512	+21%	+$114K	0.16%	118
2024 Q4	$555K	Buy	+7,128	New	+$547K	0.14%	129

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

PKS Advisory Services's VGT Position: Q1 2026 in Review

PKS Advisory Services reduced its Vanguard Information Technology ETF (VGT) stake by 0.8% in Q1 2026, selling an estimated $5.89K and leaving 7,928 shares worth $692K. The position accounts for 0.16% of the portfolio, ranked #129.

PKS Advisory Services first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $753K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

PKS Advisory Services held 7,928 shares of Vanguard Information Technology ETF worth $692K as of Q1 2026.
PKS Advisory Services sold 64 Vanguard Information Technology ETF shares in Q1 2026, an estimated $5.89K.
Vanguard Information Technology ETF made up 0.16% of PKS Advisory Services's portfolio in Q1 2026, its #129 holding.
PKS Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Vanguard Information Technology ETF position peaked at $753K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.