RKL Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

RKL Wealth Management’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	–	Sell	-2,440	Closed	-$230K	–	188
2025 Q4	$230K	Sell	2,440 -176	-7%	-$16.7K	0.02%	172
2025 Q3	$244K	Buy	2,616 +176	+7%	+$15.4K	0.02%	169
2025 Q2	$202K	Buy	+2,440	New	+$177K	0.02%	176
2025 Q1	–	Sell	-2,936	Closed	-$228K	–	178
2024 Q4	$228K	Buy	+2,936	New	+$226K	0.02%	163

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

RKL Wealth Management's VGT Position: Q1 2026 in Review

RKL Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 2,440 shares — an estimated $230K sold.

RKL Wealth Management first reported a position in VGT in Q4 2024 and held it in 4 quarters. The position peaked at $244K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

RKL Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
RKL Wealth Management sold 2,440 Vanguard Information Technology ETF shares in Q1 2026, an estimated $230K.
RKL Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 4 quarters.
RKL Wealth Management's Vanguard Information Technology ETF position peaked at $244K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.