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Strategic Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Strategic Investment Advisors’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 		$223K Buy
+2,560
New +$236K 0.02% 300
2025
Q4 		– Sell
-2,544,776
Closed -$172K – 275
2025
Q3 		$172K Buy
+2,544,776
New +$222M 0.02% 244

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Investment Advisors's VGT Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2026: 2,560 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in VGT as recently as Q3 2025.

Strategic Investment Advisors first reported a position in VGT in Q3 2025 and has held it in 2 quarters since. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Strategic Investment Advisors held 2,560 shares of Vanguard Information Technology ETF worth $223K as of Q1 2026.
  • Vanguard Information Technology ETF was a new Strategic Investment Advisors position in Q1 2026.
  • Vanguard Information Technology ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #300 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Information Technology ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.