SageView Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History

SageView Advisory Group’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	-3,624	Closed	-$342K	–	2359
2025 Q4	$342K	Sell	3,624 -40	-1%	-$3.8K	0.01%	446
2025 Q3	$342K	Buy	+3,664	New	+$320K	0.01%	476
2024 Q2	–	Sell	-219,280	Closed	-$3.32M	–	784
2024 Q1	$3.32M	Buy	219,280 +182,288	+493%	+$11.6M	0.17%	76
2023 Q4	$2.33M	Buy	+36,992	New	+$2.06M	0.1%	120
2023 Q3	–	Sell	-3,720	Closed	-$206K	–	558
2023 Q2	$206K	Buy	+3,720	New	+$187K	0.01%	528
2023 Q1	–	Sell	-16,160	Closed	-$645K	–	491
2022 Q4	$645K	Buy	+16,160	New	+$659K	0.05%	208

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SageView Advisory Group's VGT Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 3,624 shares — an estimated $342K sold.

SageView Advisory Group first reported a position in VGT in Q4 2022 and held it in 6 quarters. The position peaked at $3.32M in Q1 2024. 1,988 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

SageView Advisory Group reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,624 Vanguard Information Technology ETF shares in Q1 2026, an estimated $342K.
SageView Advisory Group first reported a position in Vanguard Information Technology ETF in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's Vanguard Information Technology ETF position peaked at $3.32M in Q1 2024.
1,988 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.