Simplicity Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Simplicity Wealth’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	$917K	Sell	10,512 -5,264	-33%	-$485K	0.05%	309
2025 Q4	$1.49M	Sell	15,776 -10,504	-40%	-$998K	0.09%	218
2025 Q3	$2.45M	Buy	26,280 +9,200	+54%	+$804K	0.14%	161
2025 Q2	$1.42M	Buy	17,080 +9,808	+135%	+$713K	0.06%	262
2025 Q1	$493K	Hold	7,272	–	–	0.04%	343
2024 Q4	$565K	Hold	7,272	–	–	0.12%	148
2024 Q3	$533K	Sell	7,272 -33,328	-82%	-$2.37M	0.05%	281
2024 Q2	$2.93M	Sell	40,600 -10,560	-21%	-$702K	0.07%	282
2024 Q1	$3.35M	Buy	+51,160	New	+$3.24M	0.08%	250

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

Simplicity Wealth's VGT Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard Information Technology ETF (VGT) stake by 33% in Q1 2026, selling an estimated $485K and leaving 10,512 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #309.

Simplicity Wealth first reported a position in VGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.35M in Q1 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Simplicity Wealth held 10,512 shares of Vanguard Information Technology ETF worth $917K as of Q1 2026.
Simplicity Wealth sold 5,264 Vanguard Information Technology ETF shares in Q1 2026, an estimated $485K.
Vanguard Information Technology ETF made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #309 holding.
Simplicity Wealth first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Vanguard Information Technology ETF position peaked at $3.35M in Q1 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.