Richmond Brothers’s Vanguard Information Technology ETF VGT Stock Holding History

Richmond Brothers’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	$6.3M	Sell	72,240 -1,576	-2%	-$145K	4.19%	9
2025 Q4	$6.96M	Sell	73,816 -9,984	-12%	-$949K	4.43%	4
2025 Q3	$7.82M	Sell	83,800 -3,008	-3%	-$263K	4.94%	4
2025 Q2	$7.2M	Buy	86,808 +34,336	+65%	+$2.5M	4.71%	8
2025 Q1	$3.56M	Sell	52,472 -47,656	-48%	-$3.59M	2.25%	18
2024 Q4	$7.78M	Buy	100,128 +6,808	+7%	+$523K	4.99%	6
2024 Q3	$6.84M	Buy	+93,320	New	+$6.63M	4.22%	10

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

Richmond Brothers's VGT Position: Q1 2026 in Review

Richmond Brothers reduced its Vanguard Information Technology ETF (VGT) stake by 2.1% in Q1 2026, selling an estimated $145K and leaving 72,240 shares worth $6.3M. The position accounts for 4.19% of the portfolio, ranked #9.

Richmond Brothers first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.82M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Richmond Brothers held 72,240 shares of Vanguard Information Technology ETF worth $6.3M as of Q1 2026.
Richmond Brothers sold 1,576 Vanguard Information Technology ETF shares in Q1 2026, an estimated $145K.
Vanguard Information Technology ETF made up 4.19% of Richmond Brothers's portfolio in Q1 2026, its #9 holding.
Richmond Brothers first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
Richmond Brothers's Vanguard Information Technology ETF position peaked at $7.82M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.