Stevens Capital Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Stevens Capital 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	$574K	Sell	6,584 -616	-9%	-$56.7K	0.14%	77
2025 Q4	$679K	Sell	7,200 -32	-0.4%	-$3.04K	0.18%	68
2025 Q3	$675K	Sell	7,232 -224	-3%	-$19.6K	0.2%	60
2025 Q2	$645K	Sell	7,456 -728	-9%	-$52.9K	0.23%	51
2025 Q1	$555K	Buy	8,184 +112	+1%	+$8.44K	0.26%	41
2024 Q4	$628K	Buy	8,072 +1,560	+24%	+$120K	0.28%	42
2024 Q3	$478K	Buy	6,512 +8	+0.1%	+$569	0.23%	44
2024 Q2	$469K	Buy	6,504 +2,176	+50%	+$145K	0.24%	42
2024 Q1	$284K	Sell	4,328 -56	-1%	-$3.55K	0.17%	52
2023 Q4	$265K	Buy	+4,384	New	+$244K	0.18%	46

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

Stevens Capital Partners's VGT Position: Q1 2026 in Review

Stevens Capital Partners reduced its Vanguard Information Technology ETF (VGT) stake by 8.6% in Q1 2026, selling an estimated $56.7K and leaving 6,584 shares worth $574K. The position accounts for 0.14% of the portfolio, ranked #77.

Stevens Capital Partners first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $679K in Q4 2025. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Stevens Capital Partners held 6,584 shares of Vanguard Information Technology ETF worth $574K as of Q1 2026.
Stevens Capital Partners sold 616 Vanguard Information Technology ETF shares in Q1 2026, an estimated $56.7K.
Vanguard Information Technology ETF made up 0.14% of Stevens Capital Partners's portfolio in Q1 2026, its #77 holding.
Stevens Capital Partners first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Stevens Capital Partners's Vanguard Information Technology ETF position peaked at $679K in Q4 2025.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.