Sheridan Capital Management’s Vanguard Information Technology ETF VGT Stock Holding History

Sheridan Capital 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	$5.52M	Buy	63,320 +152	+0.2%	+$14K	2.91%	9
2025 Q4	$5.95M	Buy	63,168 +3,128	+5%	+$297K	3.02%	9
2025 Q3	$5.6M	Sell	60,040 -21,632	-26%	-$1.89M	2.96%	10
2025 Q2	$6.77M	Sell	81,672 -896	-1%	-$65.2K	4.67%	7
2025 Q1	$5.6M	Sell	82,568 -2,552	-3%	-$192K	4.08%	7
2024 Q4	$6.62M	Buy	85,120 +1,120	+1%	+$86K	4.65%	7
2024 Q3	$6.16M	Sell	84,000 -88	-0.1%	-$6.25K	4.35%	7
2024 Q2	$6.12M	Sell	84,088 -568	-0.7%	-$37.8K	4.55%	7
2024 Q1	$5.55M	Sell	84,656 -1,040	-1%	-$65.9K	4.18%	7
2023 Q4	$5.18M	Buy	+85,696	New	+$4.77M	4.18%	7

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

Sheridan Capital Management's VGT Position: Q1 2026 in Review

Sheridan Capital Management increased its Vanguard Information Technology ETF (VGT) stake by 0.24% in Q1 2026, buying an estimated $14K and bringing the position to 63,320 shares worth $5.52M. The position accounts for 2.91% of the portfolio, ranked #9.

Sheridan Capital Management first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.77M in Q2 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Sheridan Capital Management held 63,320 shares of Vanguard Information Technology ETF worth $5.52M as of Q1 2026.
Sheridan Capital Management bought 152 Vanguard Information Technology ETF shares in Q1 2026, an estimated $14K.
Vanguard Information Technology ETF made up 2.91% of Sheridan Capital Management's portfolio in Q1 2026, its #9 holding.
Sheridan Capital Management first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Sheridan Capital Management's Vanguard Information Technology ETF position peaked at $6.77M in Q2 2025.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.