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Summit Trail Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Summit Trail 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 		$5.22M Buy
59,864
+1,048
+2% +$96.5K 0.07% 162
2025
Q4 		$5.54M Sell
58,816
-520
-0.9% -$49.4K 0.1% 115
2025
Q3 		$5.54M Buy
59,336
+632
+1% +$55.2K 0.08% 130
2025
Q2 		$4.87M Sell
58,704
-7,072
-11% -$514K 0.08% 123
2025
Q1 		$4.46M Buy
65,776
+1,224
+2% +$92.2K 0.15% 54
2024
Q4 		$5.02M Buy
64,552
+4,136
+7% +$318K 0.19% 47
2024
Q3 		$4.44M Buy
60,416
+2,136
+4% +$152K 0.11% 84
2024
Q2 		$4.21M Buy
58,280
+976
+2% +$64.9K 0.11% 78
2024
Q1 		$3.76M Sell
57,304
-4,800
-8% -$304K 0.1% 81
2023
Q4 		$3.76M Buy
62,104
+8,192
+15% +$456K 0.12% 66
2023
Q3 		$2.8M Buy
53,912
+8,184
+18% +$445K 0.1% 81
2023
Q2 		$2.53M Buy
45,728
+10,176
+29% +$511K 0.1% 89
2023
Q1 		$1.71M Buy
35,552
+1,872
+6% +$82.8K 0.07% 94
2022
Q4 		$1.34M Sell
33,680
-18,744
-36% -$765K 0.06% 102
2022
Q3 		$2.02M Sell
52,424
-1,664
-3% -$73.2K 0.11% 69
2022
Q2 		$2.21M Sell
54,088
-1,200
-2% -$54.1K 0.14% 72
2022
Q1 		$2.88M Buy
55,288
+2,800
+5% +$144K 0.23% 56
2021
Q4 		$3.01M Buy
52,488
+3,336
+7% +$183K 0.19% 72
2021
Q3 		$2.47M Sell
49,152
-784
-2% -$40.6K 0.19% 69
2021
Q2 		$2.49M Sell
49,936
-5,176
-9% -$244K 0.22% 57
2021
Q1 		$2.47M Buy
55,112
+8,816
+19% +$397K 0.27% 47
2020
Q4 		$2.05M Sell
46,296
-5,976
-11% -$246K 0.26% 46
2020
Q3 		$2.11M Buy
52,272
+2,736
+6% +$103K 0.41% 34
2020
Q2 		$1.73M Buy
49,536
+8,024
+19% +$250K 0.32% 34
2020
Q1 		$1.1M Buy
41,512
+24,600
+145% +$746K 0.3% 41
2019
Q4 		$518K Buy
+16,912
New +$484K 0.3% 40
2019
Q1 		– Sell
-97,816
Closed -$2.04M – 132
2018
Q4 		$2.04M Hold
97,816
– – 0.72% 26
2018
Q3 		$2.48M Hold
97,816
– – 0.55% 37
2018
Q2 		$2.22M Buy
+97,816
New +$2.2M 0.78% 19

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 $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
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

Summit Trail Advisors's VGT Position: Q1 2026 in Review

Summit Trail Advisors increased its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q1 2026, buying an estimated $96.5K and bringing the position to 59,864 shares worth $5.22M. The position accounts for 0.07% of the portfolio, ranked #162.

Summit Trail Advisors first reported a position in VGT in Q2 2018 and has held it in 29 quarters since. The position peaked at $5.54M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Summit Trail Advisors held 59,864 shares of Vanguard Information Technology ETF worth $5.22M as of Q1 2026.
  • Summit Trail Advisors bought 1,048 Vanguard Information Technology ETF shares in Q1 2026, an estimated $96.5K.
  • Vanguard Information Technology ETF made up 0.07% of Summit Trail Advisors's portfolio in Q1 2026, its #162 holding.
  • Summit Trail Advisors first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 29 quarters since.
  • Summit Trail Advisors's Vanguard Information Technology ETF position peaked at $5.54M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.