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River Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

River Wealth 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 		$362K Hold
4,152
– – 0.04% 167
2025
Q4 		$391K Hold
4,152
– – 0.04% 164
2025
Q3 		$388K Hold
4,152
– – 0.05% 165
2025
Q2 		$344K Hold
4,152
– – 0.04% 173
2025
Q1 		$281K Sell
4,152
-2,672
-39% -$201K 0.04% 180
2024
Q4 		$530K Sell
6,824
-1,392
-17% -$107K 0.07% 150
2024
Q3 		$602K Sell
8,216
-8
-0.1% -$569 0.08% 139
2024
Q2 		$593K Hold
8,224
– – 0.09% 130
2024
Q1 		$539K Hold
8,224
– – 0.08% 139
2023
Q4 		$498K Sell
8,224
-760
-8% -$42.3K 0.08% 143
2023
Q3 		$466K Sell
8,984
-3,264
-27% -$177K 0.08% 143
2023
Q2 		$677K Sell
12,248
-400
-3% -$20.1K 0.11% 135
2023
Q1 		$609K Sell
12,648
-720
-5% -$31.8K 0.11% 136
2022
Q4 		$534K Hold
13,368
– – 0.1% 140
2022
Q3 		$514K Sell
13,368
-6,920
-34% -$304K 0.11% 137
2022
Q2 		$828K Buy
20,288
+240
+1% +$10.8K 0.15% 124
2022
Q1 		$1.04M Buy
20,048
+200
+1% +$10.3K 0.17% 117
2021
Q4 		$1.14M Buy
19,848
+1,008
+5% +$55.3K 0.18% 112
2021
Q3 		$945K Sell
18,840
-32
-0.2% -$1.66K 0.16% 114
2021
Q2 		$941K Buy
18,872
+408
+2% +$19.2K 0.16% 116
2021
Q1 		$827K Sell
18,464
-120
-0.6% -$5.4K 0.16% 118
2020
Q4 		$822K Sell
18,584
-120
-0.6% -$4.94K 0.18% 111
2020
Q3 		$728K Sell
18,704
-248
-1% -$9.34K 0.19% 109
2020
Q2 		$660K Buy
18,952
+16
+0.1% +$499 0.2% 107
2020
Q1 		$501K Buy
18,936
+1,392
+8% +$42.2K 0.2% 106
2019
Q4 		$537K Buy
17,544
+3,000
+21% +$85.9K 0.18% 109
2019
Q3 		$392K Buy
14,544
+6,400
+79% +$172K 0.15% 124
2019
Q2 		$215K Buy
+8,144
New +$210K 0.08% 158
2019
Q1 		– Sell
-6,472
Closed -$135K – 482
2018
Q4 		$135K Sell
6,472
-3,600
-36% -$81.6K 0.06% 172
2018
Q3 		$255K Buy
10,072
+536
+6% +$13K 0.09% 151
2018
Q2 		$216K Buy
+9,536
New +$214K 0.08% 156

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

River Wealth Advisors's VGT Position: Q1 2026 in Review

River Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 4,152 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #167.

River Wealth Advisors first reported a position in VGT in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.14M in Q4 2021. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • River Wealth Advisors held 4,152 shares of Vanguard Information Technology ETF worth $362K as of Q1 2026.
  • River Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.04% of River Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • River Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 31 quarters since.
  • River Wealth Advisors's Vanguard Information Technology ETF position peaked at $1.14M in Q4 2021.
  • 1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.