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

Signature Wealth Management 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	$389K	Sell	4,456 -480	-10%	-$44.2K	0.19%	82
2025 Q4	$465K	Buy	4,936 +480	+11%	+$45.6K	0.23%	76
2025 Q3	$416K	Hold	4,456	–	–	0.22%	74
2025 Q2	$369K	Hold	4,456	–	–	0.21%	72
2025 Q1	$302K	Hold	4,456	–	–	0.2%	80
2024 Q4	$346K	Sell	4,456 -80	-2%	-$6.14K	0.24%	72
2024 Q3	$333K	Sell	4,536 -320	-7%	-$22.7K	0.24%	74
2024 Q2	$350K	Buy	4,856 +400	+9%	+$26.6K	0.27%	73
2024 Q1	$292K	Hold	4,456	–	–	0.24%	79
2023 Q4	$270K	Hold	4,456	–	–	0.24%	83
2023 Q3	$231K	Sell	4,456 -96	-2%	-$5.22K	0.23%	84
2023 Q2	$252K	Sell	4,552 -2,608	-36%	-$131K	0.23%	81
2023 Q1	$345K	Buy	+7,160	New	+$317K	0.32%	70

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

Signature Wealth Management Partners's VGT Position: Q1 2026 in Review

Signature Wealth Management Partners reduced its Vanguard Information Technology ETF (VGT) stake by 9.7% in Q1 2026, selling an estimated $44.2K and leaving 4,456 shares worth $389K. The position accounts for 0.19% of the portfolio, ranked #82.

Signature Wealth Management Partners first reported a position in VGT in Q1 2023 and has held it in 13 quarters since. The position peaked at $465K in Q4 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Signature Wealth Management Partners held 4,456 shares of Vanguard Information Technology ETF worth $389K as of Q1 2026.
Signature Wealth Management Partners sold 480 Vanguard Information Technology ETF shares in Q1 2026, an estimated $44.2K.
Vanguard Information Technology ETF made up 0.19% of Signature Wealth Management Partners's portfolio in Q1 2026, its #82 holding.
Signature Wealth Management Partners first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 13 quarters since.
Signature Wealth Management Partners's Vanguard Information Technology ETF position peaked at $465K in Q4 2025.
1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.