SWM
VGT icon

SHP Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

SHP Wealth 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 		$421K Sell
4,816
-1,640
-25% -$151K 0.03% 170
2025
Q4 		$609K Buy
+6,456
New +$613K 0.05% 124

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 $445B AUM 25.58% 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

SHP Wealth Management's VGT Position: Q1 2026 in Review

SHP Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 25% in Q1 2026, selling an estimated $151K and leaving 4,816 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #170.

SHP Wealth Management first reported a position in VGT in Q4 2025 and has held it in 2 quarters since. The position peaked at $609K in Q4 2025. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • SHP Wealth Management held 4,816 shares of Vanguard Information Technology ETF worth $421K as of Q1 2026.
  • SHP Wealth Management sold 1,640 Vanguard Information Technology ETF shares in Q1 2026, an estimated $151K.
  • Vanguard Information Technology ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #170 holding.
  • SHP Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Information Technology ETF position peaked at $609K in Q4 2025.
  • 1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.