Retirement Guys Formula’s Vanguard Information Technology ETF VGT Stock Holding History

Retirement Guys Formula’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	$1.73M	Sell	19,824 -2,104	-10%	-$194K	0.8%	51
2025 Q4	$2.07M	Sell	21,928 -2,072	-9%	-$197K	0.94%	30
2025 Q3	$2.24M	Sell	24,000 -1,784	-7%	-$156K	0.79%	39
2025 Q2	$2.14M	Buy	25,784 +3,152	+14%	+$229K	0.81%	36
2025 Q1	$1.53M	Sell	22,632 -9,440	-29%	-$711K	0.76%	46
2024 Q4	$2.49M	Sell	32,072 -2,664	-8%	-$205K	1.26%	14
2024 Q3	$2.55M	Buy	34,736 +2,464	+8%	+$175K	1.18%	16
2024 Q2	$2.33M	Sell	32,272 -3,104	-9%	-$206K	1.12%	17
2024 Q1	$2.32M	Sell	35,376 -4,984	-12%	-$316K	1.13%	18
2023 Q4	$2.44M	Buy	40,360 +6,224	+18%	+$347K	1.31%	18
2023 Q3	$1.77M	Sell	34,136 -3,128	-8%	-$170K	1.23%	21
2023 Q2	$2.06M	Buy	37,264 +1,456	+4%	+$73.1K	1.19%	26
2023 Q1	$1.73M	Buy	35,808 +216	+0.6%	+$9.55K	1.24%	22
2022 Q4	$1.42M	Buy	35,592 +5,672	+19%	+$231K	1.17%	21
2022 Q3	$1.15M	Buy	29,920 +1,064	+4%	+$46.8K	1.21%	15
2022 Q2	$1.18M	Buy	28,856 +1,736	+6%	+$78.2K	1.21%	16
2022 Q1	$1.41M	Buy	27,120 +9,296	+52%	+$477K	0.95%	20
2021 Q4	$1.02M	Buy	+17,824	New	+$979K	0.81%	24

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

Retirement Guys Formula's VGT Position: Q1 2026 in Review

Retirement Guys Formula reduced its Vanguard Information Technology ETF (VGT) stake by 9.6% in Q1 2026, selling an estimated $194K and leaving 19,824 shares worth $1.73M. The position accounts for 0.8% of the portfolio, ranked #51.

Retirement Guys Formula first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q3 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Retirement Guys Formula held 19,824 shares of Vanguard Information Technology ETF worth $1.73M as of Q1 2026.
Retirement Guys Formula sold 2,104 Vanguard Information Technology ETF shares in Q1 2026, an estimated $194K.
Vanguard Information Technology ETF made up 0.8% of Retirement Guys Formula's portfolio in Q1 2026, its #51 holding.
Retirement Guys Formula first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
Retirement Guys Formula's Vanguard Information Technology ETF position peaked at $2.55M in Q3 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.