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

Strategic Wealth 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	$93.5K	Sell	1,072 -104	-9%	-$9.58K	0.01%	408
2025 Q4	$111K	Buy	1,176 +648	+123%	+$61.6K	0.01%	389
2025 Q3	$49.3K	Hold	528	–	–	﹤0.01%	557
2025 Q2	$43.8K	Buy	+528	New	+$38.4K	﹤0.01%	520
2024 Q2	–	Sell	-3,864	Closed	-$253K	–	306
2024 Q1	$253K	Buy	+3,864	New	+$245K	0.03%	249
2019 Q4	–	Sell	-520	Closed	-$13	–	489
2019 Q3	$13	Buy	+520	New	+$14K	﹤0.01%	482
2018 Q4	–	Sell	-408	Closed	-$10K	–	714
2018 Q3	$10K	Buy	+408	New	+$9.92K	0.01%	480

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 Wealth Partners's VGT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Information Technology ETF (VGT) stake by 8.8% in Q1 2026, selling an estimated $9.58K and leaving 1,072 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #408.

Strategic Wealth Partners first reported a position in VGT in Q3 2018 and has held it in 7 quarters since. The position peaked at $253K in Q1 2024. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Strategic Wealth Partners held 1,072 shares of Vanguard Information Technology ETF worth $93.5K as of Q1 2026.
Strategic Wealth Partners sold 104 Vanguard Information Technology ETF shares in Q1 2026, an estimated $9.58K.
Vanguard Information Technology ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #408 holding.
Strategic Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 7 quarters since.
Strategic Wealth Partners's Vanguard Information Technology ETF position peaked at $253K in Q1 2024.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.