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Regal Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Regal Investment 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 		$1.44M Sell
16,512
-480
-3% -$44.2K 0.08% 235
2025
Q4 		$1.6M Buy
16,992
+1,016
+6% +$96.5K 0.1% 220
2025
Q3 		$1.49M Buy
15,976
+1,024
+7% +$89.5K 0.1% 211
2025
Q2 		$1.24M Buy
14,952
+2,904
+24% +$211K 0.09% 207
2025
Q1 		$817K Buy
12,048
+1,584
+15% +$119K 0.07% 243
2024
Q4 		$813K Buy
10,464
+1,344
+15% +$103K 0.06% 253
2024
Q3 		$669K Sell
9,120
-5,312
-37% -$377K 0.05% 299
2024
Q2 		$1.04M Buy
14,432
+4,136
+40% +$275K 0.07% 252
2024
Q1 		$675K Buy
10,296
+760
+8% +$48.2K 0.05% 302
2023
Q4 		$577K Buy
9,536
+1,648
+21% +$91.8K 0.04% 301
2023
Q3 		$409K Buy
7,888
+2,440
+45% +$133K 0.03% 326
2023
Q2 		$301K Sell
5,448
-3,432
-39% -$172K 0.03% 394
2023
Q1 		$428K Sell
8,880
-120
-1% -$5.3K 0.04% 311
2022
Q4 		$359K Sell
9,000
-896
-9% -$36.6K 0.03% 345
2022
Q3 		$380K Buy
9,896
+400
+4% +$17.6K 0.04% 315
2022
Q2 		$388K Sell
9,496
-568
-6% -$25.6K 0.04% 327
2022
Q1 		$524K Sell
10,064
-2,120
-17% -$109K 0.05% 303
2021
Q4 		$698K Sell
12,184
-3,200
-21% -$176K 0.06% 289
2021
Q3 		$772K Sell
15,384
-24
-0.2% -$1.24K 0.07% 272
2021
Q2 		$768K Buy
+15,408
New +$727K 0.08% 261
2021
Q1 		– Sell
-16,160
Closed -$715K – 412
2020
Q4 		$715K Buy
+16,160
New +$665K 0.08% 221
2020
Q3 		– Sell
-24,432
Closed -$851K – 285
2020
Q2 		$851K Buy
+24,432
New +$762K 0.16% 137
2013
Q3 		– Sell
-232
Closed -$2K – 942
2013
Q2 		$2K Buy
+232
New +$2.15K ﹤0.01% 811

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

Regal Investment Advisors's VGT Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 2.8% in Q1 2026, selling an estimated $44.2K and leaving 16,512 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #235.

Regal Investment Advisors first reported a position in VGT in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.6M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Regal Investment Advisors held 16,512 shares of Vanguard Information Technology ETF worth $1.44M as of Q1 2026.
  • Regal Investment Advisors sold 480 Vanguard Information Technology ETF shares in Q1 2026, an estimated $44.2K.
  • Vanguard Information Technology ETF made up 0.08% of Regal Investment Advisors's portfolio in Q1 2026, its #235 holding.
  • Regal Investment Advisors first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 23 quarters since.
  • Regal Investment Advisors's Vanguard Information Technology ETF position peaked at $1.6M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.