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Richmond Investment Services’s Vanguard Information Technology ETF VGT Stock Holding History

Richmond Investment Services’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 		$845K Buy
9,688
+1,240
+15% +$114K 0.14% 104
2025
Q4 		$796K Sell
8,448
-296
-3% -$28.1K 0.14% 98
2025
Q3 		$816K Buy
8,744
+336
+4% +$29.4K 0.15% 97
2025
Q2 		$697K Buy
+8,408
New +$611K 0.15% 97

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

Richmond Investment Services's VGT Position: Q1 2026 in Review

Richmond Investment Services increased its Vanguard Information Technology ETF (VGT) stake by 15% in Q1 2026, buying an estimated $114K and bringing the position to 9,688 shares worth $845K. The position accounts for 0.14% of the portfolio, ranked #104.

Richmond Investment Services first reported a position in VGT in Q2 2025 and has held it in 4 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Richmond Investment Services held 9,688 shares of Vanguard Information Technology ETF worth $845K as of Q1 2026.
  • Richmond Investment Services bought 1,240 Vanguard Information Technology ETF shares in Q1 2026, an estimated $114K.
  • Vanguard Information Technology ETF made up 0.14% of Richmond Investment Services's portfolio in Q1 2026, its #104 holding.
  • Richmond Investment Services first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.