Strategic Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Strategic Financial 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	$205K	Buy	2,352 +32	+1%	+$2.95K	0.09%	77
2025 Q4	$219K	Hold	2,320	–	–	0.09%	78
2025 Q3	$217K	Buy	+2,320	New	+$203K	0.1%	77
2023 Q1	–	Sell	-5,032	Closed	-$201K	–	74
2022 Q4	$201K	Sell	5,032 -248	-5%	-$10.1K	0.12%	69
2022 Q3	$203K	Sell	5,280 -248	-4%	-$10.9K	0.13%	60
2022 Q2	$226K	Hold	5,528	–	–	0.13%	58
2022 Q1	$288K	Sell	5,528 -424	-7%	-$21.8K	0.15%	56
2021 Q4	$341K	Buy	5,952 +96	+2%	+$5.27K	0.17%	54
2021 Q3	$294K	Buy	5,856 +832	+17%	+$43.1K	0.16%	57
2021 Q2	$250K	Buy	5,024 +296	+6%	+$14K	0.14%	61
2021 Q1	$212K	Buy	+4,728	New	+$213K	0.13%	62

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

Strategic Financial Partners's VGT Position: Q1 2026 in Review

Strategic Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q1 2026, buying an estimated $2.95K and bringing the position to 2,352 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #77.

Strategic Financial Partners first reported a position in VGT in Q1 2021 and has held it in 11 quarters since. The position peaked at $341K in Q4 2021. 1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Strategic Financial Partners held 2,352 shares of Vanguard Information Technology ETF worth $205K as of Q1 2026.
Strategic Financial Partners bought 32 Vanguard Information Technology ETF shares in Q1 2026, an estimated $2.95K.
Vanguard Information Technology ETF made up 0.09% of Strategic Financial Partners's portfolio in Q1 2026, its #77 holding.
Strategic Financial Partners first reported a position in Vanguard Information Technology ETF in Q1 2021 and has held it in 11 quarters since.
Strategic Financial Partners's Vanguard Information Technology ETF position peaked at $341K in Q4 2021.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.