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Shepherd Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Shepherd Financial 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 		$957K Hold
10,976
– – 0.09% 116
2025
Q4 		$1.03M Buy
10,976
+8
+0.1% +$760 0.1% 113
2025
Q3 		$1.02M Hold
10,968
– – 0.1% 113
2025
Q2 		$909K Buy
10,968
+8
+0.1% +$582 0.1% 111
2025
Q1 		$743K Hold
10,960
– – 0.09% 128
2024
Q4 		$852K Buy
10,960
+8
+0.1% +$614 0.1% 105
2024
Q3 		$803K Buy
10,952
+8
+0.1% +$569 0.1% 113
2024
Q2 		$789K Sell
10,944
-16
-0.1% -$1.06K 0.1% 112
2024
Q1 		$717K Buy
10,960
+24
+0.2% +$1.52K 0.09% 121
2023
Q4 		$662K Buy
10,936
+8
+0.1% +$446 0.09% 122
2023
Q3 		$567K Buy
10,928
+8
+0.1% +$435 0.09% 121
2023
Q2 		$603K Sell
10,920
-144
-1% -$7.23K 0.09% 116
2023
Q1 		$533K Sell
11,064
-3,200
-22% -$141K 0.09% 125
2022
Q4 		$569K Buy
14,264
+32
+0.2% +$1.31K 0.1% 110
2022
Q3 		$547K Sell
14,232
-1,104
-7% -$48.5K 0.11% 112
2022
Q2 		$626K Hold
15,336
– – 0.12% 99
2022
Q1 		$800K Sell
15,336
-312
-2% -$16K 0.14% 98
2021
Q4 		$897K Sell
15,648
-24
-0.2% -$1.32K 0.16% 89
2021
Q3 		$785K Sell
15,672
-80
-0.5% -$4.15K 0.15% 93
2021
Q2 		$785K Buy
15,752
+3,624
+30% +$171K 0.15% 96
2021
Q1 		$543K Sell
12,128
-40
-0.3% -$1.8K 0.12% 107
2020
Q4 		$538K Buy
12,168
+3,120
+34% +$128K 0.12% 102
2020
Q3 		$352K Buy
9,048
+688
+8% +$25.9K 0.08% 112
2020
Q2 		$291K Sell
8,360
-672
-7% -$21K 0.08% 109
2020
Q1 		$240K Buy
9,032
+16
+0.2% +$485 0.08% 109
2019
Q4 		$276K Sell
9,016
-1,368
-13% -$39.2K 0.06% 113
2019
Q3 		$280K Sell
10,384
-520
-5% -$14K 0.07% 112
2019
Q2 		$287K Sell
10,904
-384
-3% -$9.9K 0.05% 114
2019
Q1 		$283K Sell
11,288
-3,568
-24% -$82.9K 0.05% 114
2018
Q4 		$311K Buy
14,856
+32
+0.2% +$725 0.07% 99
2018
Q3 		$337K Hold
14,824
– – 0.08% 95
2018
Q2 		$339K Buy
+14,824
New +$333K 0.08% 94

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

Shepherd Financial Partners's VGT Position: Q1 2026 in Review

Shepherd Financial Partners held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 10,976 shares worth $957K. The position accounts for 0.09% of the portfolio, ranked #116.

Shepherd Financial Partners first reported a position in VGT in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.03M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Shepherd Financial Partners held 10,976 shares of Vanguard Information Technology ETF worth $957K as of Q1 2026.
  • Shepherd Financial Partners left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.09% of Shepherd Financial Partners's portfolio in Q1 2026, its #116 holding.
  • Shepherd Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 32 quarters since.
  • Shepherd Financial Partners's Vanguard Information Technology ETF position peaked at $1.03M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.