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RWA Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

RWA Wealth Partners’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 		$3.22M Buy
36,952
+40
+0.1% +$3.68K 0.04% 210
2025
Q4 		$3.48M Buy
36,912
+2,120
+6% +$201K 0.04% 201
2025
Q3 		$3.25M Buy
34,792
+576
+2% +$50.3K 0.04% 214
2025
Q2 		$2.84M Sell
34,216
-1,088
-3% -$79.1K 0.04% 211
2025
Q1 		$2.39M Sell
35,304
-8,944
-20% -$674K 0.03% 221
2024
Q4 		$3.44M Buy
44,248
+2,088
+5% +$160K 0.04% 194
2024
Q3 		$3.09M Sell
42,160
-568
-1% -$40.4K 0.04% 208
2024
Q2 		$3.08M Buy
42,728
+2,800
+7% +$186K 0.04% 192
2024
Q1 		$2.62M Buy
39,928
+11,976
+43% +$759K 0.04% 207
2023
Q4 		$1.69M Buy
27,952
+3,672
+15% +$205K 0.02% 244
2023
Q3 		$1.26M Buy
24,280
+104
+0.4% +$5.66K 0.03% 176
2023
Q2 		$1.34M Buy
24,176
+1,448
+6% +$72.7K 0.03% 159
2023
Q1 		$1.1M Buy
22,728
+136
+0.6% +$6.01K 0.03% 122
2022
Q4 		$936K Sell
22,592
-4,632
-17% -$189K 0.02% 135
2022
Q3 		$1.05M Sell
27,224
-312
-1% -$13.7K 0.07% 120
2022
Q2 		$1.12M Sell
27,536
-1,456
-5% -$65.6K 0.08% 119
2022
Q1 		$1.51M Sell
28,992
-208
-0.7% -$10.7K 0.1% 112
2021
Q4 		$1.67M Buy
29,200
+280
+1% +$15.4K 0.11% 107
2021
Q3 		$1.45M Hold
28,920
– – 0.11% 108
2021
Q2 		$1.44M Buy
28,920
+2,600
+10% +$123K 0.11% 106
2021
Q1 		$1.18M Buy
26,320
+480
+2% +$21.6K 0.1% 115
2020
Q4 		$1.14M Sell
25,840
-12,856
-33% -$529K 0.1% 111
2020
Q3 		$1.51M Sell
38,696
-1,624
-4% -$61.1K 0.16% 89
2020
Q2 		$1.41M Buy
40,320
+13,472
+50% +$420K 0.17% 86
2020
Q1 		$711K Buy
26,848
+4,232
+19% +$128K 0.1% 110
2019
Q4 		$692K Hold
22,616
– – 0.07% 141
2019
Q3 		$609K Buy
22,616
+12,856
+132% +$346K 0.06% 154
2019
Q2 		$257K Hold
9,760
– – 0.03% 202
2019
Q1 		$245K Sell
9,760
-97,472
-91% -$2.26M 0.03% 205
2018
Q4 		$2.24M Buy
+107,232
New +$2.43M 0.29% 79
2018
Q3 		– Sell
-2,416
Closed -$55K – 680
2018
Q2 		$55K Hold
2,416
– – 0.01% 390
2018
Q1 		$52K Buy
+2,416
New +$52.8K 0.01% 334

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

RWA Wealth Partners's VGT Position: Q1 2026 in Review

RWA Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 0.11% in Q1 2026, buying an estimated $3.68K and bringing the position to 36,952 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #210.

RWA Wealth Partners first reported a position in VGT in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.48M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • RWA Wealth Partners held 36,952 shares of Vanguard Information Technology ETF worth $3.22M as of Q1 2026.
  • RWA Wealth Partners bought 40 Vanguard Information Technology ETF shares in Q1 2026, an estimated $3.68K.
  • Vanguard Information Technology ETF made up 0.04% of RWA Wealth Partners's portfolio in Q1 2026, its #210 holding.
  • RWA Wealth Partners first reported a position in Vanguard Information Technology ETF in Q1 2018 and has held it in 32 quarters since.
  • RWA Wealth Partners's Vanguard Information Technology ETF position peaked at $3.48M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.