Soundwatch Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Soundwatch Capital’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	$559K	Sell	6,408 -1,896	-23%	-$175K	0.07%	26
2025 Q4	$782K	Buy	8,304 +1,896	+30%	+$180K	0.12%	22
2025 Q3	$598K	Sell	6,408 -576	-8%	-$50.3K	0.1%	21
2025 Q2	$573K	Hold	6,984	–	–	0.1%	101
2025 Q1	$473K	Sell	6,984 -456	-6%	-$34.4K	0.22%	19
2024 Q4	$578K	Buy	7,440 +456	+7%	+$35K	0.06%	22
2024 Q3	$512K	Buy	+6,984	New	+$496K	0.08%	22
2024 Q1	–	Sell	-7,472	Closed	-$452K	–	31
2023 Q4	$452K	Buy	7,472 +448	+6%	+$25K	0.22%	21
2023 Q3	$364K	Hold	7,024	–	–	0.08%	21
2023 Q2	$388K	Hold	7,024	–	–	0.1%	21
2023 Q1	$338K	Buy	+7,024	New	+$311K	0.08%	17
2022 Q1	–	Sell	-7,024	Closed	-$402K	–	31
2021 Q4	$402K	Hold	7,024	–	–	0.09%	22
2021 Q3	$352K	Buy	7,024 +2,688	+62%	+$139K	0.04%	22
2021 Q2	$216K	Sell	4,336 -2,688	-38%	-$127K	0.21%	9
2021 Q1	$315K	Hold	7,024	–	–	0.11%	20
2020 Q4	$311K	Hold	7,024	–	–	0.21%	17
2020 Q3	$273K	Sell	7,024 -4,736	-40%	-$178K	0.09%	17
2020 Q2	$370K	Buy	+11,760	New	+$367K	0.22%	13

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

Soundwatch Capital's VGT Position: Q1 2026 in Review

Soundwatch Capital reduced its Vanguard Information Technology ETF (VGT) stake by 23% in Q1 2026, selling an estimated $175K and leaving 6,408 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #26.

Soundwatch Capital first reported a position in VGT in Q2 2020 and has held it in 18 quarters since. The position peaked at $782K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Soundwatch Capital held 6,408 shares of Vanguard Information Technology ETF worth $559K as of Q1 2026.
Soundwatch Capital sold 1,896 Vanguard Information Technology ETF shares in Q1 2026, an estimated $175K.
Vanguard Information Technology ETF made up 0.07% of Soundwatch Capital's portfolio in Q1 2026, its #26 holding.
Soundwatch Capital first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 18 quarters since.
Soundwatch Capital's Vanguard Information Technology ETF position peaked at $782K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.