RWM
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RBA Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

RBA Wealth Management’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 		$3.68M Sell
42,176
-88
-0.2% -$8.1K 1.32% 40
2025
Q4 		$3.98M Hold
42,264
– – 1.35% 36
2025
Q3 		$3.94M Buy
42,264
+1,312
+3% +$115K 1.36% 38
2025
Q2 		$3.4M Sell
40,952
-80
-0.2% -$5.82K 1.27% 39
2025
Q1 		$2.78M Sell
41,032
-48
-0.1% -$3.62K 1.1% 41
2024
Q4 		$3.19M Buy
41,080
+5,096
+14% +$391K 1.22% 41
2024
Q3 		$2.64M Buy
35,984
+2,000
+6% +$142K 1.02% 44
2024
Q2 		$2.45M Sell
33,984
-1,984
-6% -$132K 0.98% 45
2024
Q1 		$2.36M Sell
35,968
-720
-2% -$45.6K 0.96% 44
2023
Q4 		$2.22M Sell
36,688
-1,736
-5% -$96.7K 0.97% 44
2023
Q3 		$1.99M Sell
38,424
-2,304
-6% -$125K 0.96% 44
2023
Q2 		$2.25M Sell
40,728
-1,816
-4% -$91.2K 1.05% 40
2023
Q1 		$2.05M Buy
42,544
+600
+1% +$26.5K 1.02% 42
2022
Q4 		$1.67M Buy
41,944
+2,072
+5% +$84.5K 0.88% 44
2022
Q3 		$1.53M Sell
39,872
-240
-0.6% -$10.6K 0.88% 44
2022
Q2 		$1.64M Buy
40,112
+104
+0.3% +$4.68K 0.91% 43
2022
Q1 		$2.08M Buy
40,008
+2,408
+6% +$124K 1% 44
2021
Q4 		$2.15M Buy
+37,600
New +$2.06M 1.02% 43
2021
Q1 		– Sell
-38,624
Closed -$1.71M – 272
2020
Q4 		$1.71M Buy
38,624
+1,840
+5% +$75.7K 1.03% 43
2020
Q3 		$1.43M Buy
36,784
+304
+0.8% +$11.4K 0.97% 45
2020
Q2 		$1.27M Buy
36,480
+2,280
+7% +$71.1K 0.92% 41
2020
Q1 		$906K Buy
+34,200
New +$1.04M 0.78% 46

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

RBA Wealth Management's VGT Position: Q1 2026 in Review

RBA Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 0.21% in Q1 2026, selling an estimated $8.1K and leaving 42,176 shares worth $3.68M. The position accounts for 1.32% of the portfolio, ranked #40.

RBA Wealth Management first reported a position in VGT in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.98M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • RBA Wealth Management held 42,176 shares of Vanguard Information Technology ETF worth $3.68M as of Q1 2026.
  • RBA Wealth Management sold 88 Vanguard Information Technology ETF shares in Q1 2026, an estimated $8.1K.
  • Vanguard Information Technology ETF made up 1.32% of RBA Wealth Management's portfolio in Q1 2026, its #40 holding.
  • RBA Wealth Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and has held it in 22 quarters since.
  • RBA Wealth Management's Vanguard Information Technology ETF position peaked at $3.98M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.