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

SFMG 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	$546K	Buy	6,256 +240	+4%	+$22.1K	0.04%	178
2025 Q4	$567K	Buy	6,016 +160	+3%	+$15.2K	0.04%	170
2025 Q3	$547K	Buy	5,856 +160	+3%	+$14K	0.04%	161
2025 Q2	$472K	Hold	5,696	–	–	0.04%	162
2025 Q1	$386K	Buy	5,696 +16	+0.3%	+$1.21K	0.03%	171
2024 Q4	$441K	Buy	5,680 +80	+1%	+$6.14K	0.03%	161
2024 Q3	$411K	Buy	5,600 +152	+3%	+$10.8K	0.03%	167
2024 Q2	$393K	Hold	5,448	–	–	0.03%	167
2024 Q1	$357K	Buy	5,448 +8	+0.1%	+$507	0.03%	181
2023 Q4	$329K	Sell	5,440 -400	-7%	-$22.3K	0.03%	181
2023 Q3	$303K	Buy	5,840 +272	+5%	+$14.8K	0.03%	178
2023 Q2	$308K	Hold	5,568	–	–	0.03%	176
2023 Q1	$268K	Hold	5,568	–	–	0.03%	194
2022 Q4	$222K	Hold	5,568	–	–	0.02%	217
2022 Q3	$210K	Sell	5,568 -56	-1%	-$2.46K	0.02%	214
2022 Q2	$230K	Hold	5,624	–	–	0.03%	214
2022 Q1	$293K	Hold	5,624	–	–	0.03%	204
2021 Q4	$322K	Buy	5,624 +1,168	+26%	+$64.1K	0.03%	193
2021 Q3	$224K	Hold	4,456	–	–	0.02%	224
2021 Q2	$222K	Buy	+4,456	New	+$210K	0.02%	226

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

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

SFMG Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 4% in Q1 2026, buying an estimated $22.1K and bringing the position to 6,256 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #178.

SFMG Wealth Advisors first reported a position in VGT in Q2 2021 and has held it in 20 quarters since. The position peaked at $567K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

SFMG Wealth Advisors held 6,256 shares of Vanguard Information Technology ETF worth $546K as of Q1 2026.
SFMG Wealth Advisors bought 240 Vanguard Information Technology ETF shares in Q1 2026, an estimated $22.1K.
Vanguard Information Technology ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #178 holding.
SFMG Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q2 2021 and has held it in 20 quarters since.
SFMG Wealth Advisors's Vanguard Information Technology ETF position peaked at $567K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.