Synergy Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Synergy Financial Group’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	$2.41M	Buy	27,600 +672	+2%	+$61.9K	1.81%	14
2025 Q4	$2.54M	Buy	26,928 +832	+3%	+$79.1K	1.78%	15
2025 Q3	$2.44M	Buy	26,096 +904	+4%	+$79K	1.64%	15
2025 Q2	$2.09M	Sell	25,192 -72	-0.3%	-$5.24K	1.54%	16
2025 Q1	$1.71M	Hold	25,264	–	–	1.54%	17
2024 Q4	$1.96M	Buy	+25,264	New	+$1.94M	1.64%	16
2024 Q1	–	Sell	-5,912	Closed	-$358K	–	90
2023 Q4	$358K	Sell	5,912 -40	-0.7%	-$2.23K	0.44%	50
2023 Q3	$309K	Buy	+5,952	New	+$324K	0.43%	51

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

Synergy Financial Group's VGT Position: Q1 2026 in Review

Synergy Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 2.5% in Q1 2026, buying an estimated $61.9K and bringing the position to 27,600 shares worth $2.41M. The position accounts for 1.81% of the portfolio, ranked #14.

Synergy Financial Group first reported a position in VGT in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.54M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Synergy Financial Group held 27,600 shares of Vanguard Information Technology ETF worth $2.41M as of Q1 2026.
Synergy Financial Group bought 672 Vanguard Information Technology ETF shares in Q1 2026, an estimated $61.9K.
Vanguard Information Technology ETF made up 1.81% of Synergy Financial Group's portfolio in Q1 2026, its #14 holding.
Synergy Financial Group first reported a position in Vanguard Information Technology ETF in Q3 2023 and has held it in 8 quarters since.
Synergy Financial Group's Vanguard Information Technology ETF position peaked at $2.54M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.