Redwood Financial Network’s Vanguard Information Technology ETF VGT Stock Holding History

Redwood Financial Network’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	$763K	Sell	8,752 -7,768	-47%	-$715K	0.5%	60
2025 Q4	$1.56M	Sell	16,520 -1,784	-10%	-$170K	0.99%	27
2025 Q3	$1.71M	Sell	18,304 -2,752	-13%	-$240K	1.08%	24
2025 Q2	$1.75M	Sell	21,056 -1,768	-8%	-$129K	1.18%	21
2025 Q1	$1.55M	Sell	22,824 -856	-4%	-$64.5K	1.18%	20
2024 Q4	$1.84M	Sell	23,680 -4,048	-15%	-$311K	1.37%	17
2024 Q3	$2.03M	Sell	27,728 -160	-0.6%	-$11.4K	1.59%	12
2024 Q2	$2.01M	Buy	27,888 +1,632	+6%	+$108K	1.69%	12
2024 Q1	$1.72M	Buy	26,256 +2,656	+11%	+$168K	1.5%	14
2023 Q4	$1.43M	Sell	23,600 -248	-1%	-$13.8K	1.39%	16
2023 Q3	$1.24M	Sell	23,848 -8,560	-26%	-$465K	1.31%	17
2023 Q2	$1.79M	Sell	32,408 -120	-0.4%	-$6.03K	1.68%	10
2023 Q1	$1.57M	Sell	32,528 -424	-1%	-$18.7K	1.59%	10
2022 Q4	$1.32M	Buy	32,952 +304	+0.9%	+$12.4K	1.49%	14
2022 Q3	$1.25M	Sell	32,648 -672	-2%	-$29.6K	1.43%	15
2022 Q2	$1.36M	Sell	33,320 -1,704	-5%	-$76.8K	1.48%	13
2022 Q1	$1.82M	Buy	+35,024	New	+$1.8M	1.69%	9

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

Redwood Financial Network's VGT Position: Q1 2026 in Review

Redwood Financial Network reduced its Vanguard Information Technology ETF (VGT) stake by 47% in Q1 2026, selling an estimated $715K and leaving 8,752 shares worth $763K. The position accounts for 0.5% of the portfolio, ranked #60.

Redwood Financial Network first reported a position in VGT in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.03M in Q3 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Redwood Financial Network held 8,752 shares of Vanguard Information Technology ETF worth $763K as of Q1 2026.
Redwood Financial Network sold 7,768 Vanguard Information Technology ETF shares in Q1 2026, an estimated $715K.
Vanguard Information Technology ETF made up 0.5% of Redwood Financial Network's portfolio in Q1 2026, its #60 holding.
Redwood Financial Network first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's Vanguard Information Technology ETF position peaked at $2.03M in Q3 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.