Private Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Private Wealth Partners’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	$869K	Hold	9,960	–	–	0.07%	105
2025 Q4	$938K	Sell	9,960 -4,048	-29%	-$385K	0.07%	102
2025 Q3	$1.31M	Hold	14,008	–	–	0.09%	84
2025 Q2	$1.16M	Hold	14,008	–	–	0.09%	90
2025 Q1	$950K	Hold	14,008	–	–	0.08%	90
2024 Q4	$1.09M	Buy	14,008 +224	+2%	+$17.2K	0.08%	92
2024 Q3	$1.01M	Hold	13,784	–	–	0.08%	90
2024 Q2	$993K	Hold	13,784	–	–	0.07%	92
2024 Q1	$903K	Hold	13,784	–	–	0.07%	87
2023 Q4	$834K	Hold	13,784	–	–	0.07%	93
2023 Q3	$715K	Hold	13,784	–	–	0.07%	94
2023 Q2	$762K	Sell	13,784 -1,040	-7%	-$52.2K	0.07%	92
2023 Q1	$714K	Buy	+14,824	New	+$655K	0.07%	100
2021 Q1	–	Sell	-13,784	Closed	-$610K	–	117
2020 Q4	$610K	Hold	13,784	–	–	0.07%	80
2020 Q3	$537K	Hold	13,784	–	–	0.06%	76
2020 Q2	$480K	Hold	13,784	–	–	0.07%	79
2020 Q1	$365K	Sell	13,784 -48	-0.3%	-$1.46K	0.06%	89
2019 Q4	$423K	Hold	13,832	–	–	0.06%	92
2019 Q3	$373K	Hold	13,832	–	–	0.06%	89
2019 Q2	$365K	Hold	13,832	–	–	0.06%	99
2019 Q1	$347K	Buy	+13,832	New	+$321K	0.06%	96

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

Private Wealth Partners's VGT Position: Q1 2026 in Review

Private Wealth Partners held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 9,960 shares worth $869K. The position accounts for 0.07% of the portfolio, ranked #105.

Private Wealth Partners first reported a position in VGT in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.31M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Private Wealth Partners held 9,960 shares of Vanguard Information Technology ETF worth $869K as of Q1 2026.
Private Wealth Partners left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.07% of Private Wealth Partners's portfolio in Q1 2026, its #105 holding.
Private Wealth Partners first reported a position in Vanguard Information Technology ETF in Q1 2019 and has held it in 21 quarters since.
Private Wealth Partners's Vanguard Information Technology ETF position peaked at $1.31M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.