Sweeney & Michel’s Vanguard Information Technology ETF VGT Stock Holding History

Sweeney & Michel’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	$528K	Sell	5,568 -1,000	-15%	-$92.1K	0.16%	86
2025 Q4	$614K	Buy	6,568 +8	+0.1%	+$760	0.18%	81
2025 Q3	$604K	Buy	6,560 +8	+0.1%	+$699	0.2%	75
2025 Q2	$549K	Buy	6,552 +8	+0.1%	+$582	0.2%	77
2025 Q1	$385K	Buy	+6,544	New	+$493K	0.17%	89
2024 Q3	$448K	Buy	5,936 +24	+0.4%	+$1.71K	0.18%	84
2024 Q2	$443K	Buy	5,912 +8	+0.1%	+$532	0.19%	75
2024 Q1	$387K	Buy	+5,904	New	+$374K	0.17%	81
2023 Q3	$321K	Sell	5,880 -1,664	-22%	-$90.5K	0.17%	84
2023 Q2	$407K	Buy	7,544 +16	+0.2%	+$803	0.21%	76
2023 Q1	$398K	Buy	+7,528	New	+$333K	0.21%	77

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

Sweeney & Michel's VGT Position: Q1 2026 in Review

Sweeney & Michel reduced its Vanguard Information Technology ETF (VGT) stake by 15% in Q1 2026, selling an estimated $92.1K and leaving 5,568 shares worth $528K. The position accounts for 0.16% of the portfolio, ranked #86.

Sweeney & Michel first reported a position in VGT in Q1 2023 and has held it in 11 quarters since. The position peaked at $614K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Sweeney & Michel held 5,568 shares of Vanguard Information Technology ETF worth $528K as of Q1 2026.
Sweeney & Michel sold 1,000 Vanguard Information Technology ETF shares in Q1 2026, an estimated $92.1K.
Vanguard Information Technology ETF made up 0.16% of Sweeney & Michel's portfolio in Q1 2026, its #86 holding.
Sweeney & Michel first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Vanguard Information Technology ETF position peaked at $614K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.