Tandem Investment Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Tandem Investment 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	$4.85M	Buy	55,616 +1,232	+2%	+$113K	4.11%	6
2025 Q4	$5.12M	Sell	54,384 -5,856	-10%	-$556K	4.32%	6
2025 Q3	$5.62M	Sell	60,240 -2,232	-4%	-$195K	4.62%	5
2025 Q2	$5.18M	Buy	62,472 +2,400	+4%	+$175K	4.52%	7
2025 Q1	$4.07M	Buy	60,072 +104	+0.2%	+$7.83K	4.02%	8
2024 Q4	$4.66M	Buy	+59,968	New	+$4.61M	4.46%	7

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

Tandem Investment Partners's VGT Position: Q1 2026 in Review

Tandem Investment Partners increased its Vanguard Information Technology ETF (VGT) stake by 2.3% in Q1 2026, buying an estimated $113K and bringing the position to 55,616 shares worth $4.85M. The position accounts for 4.11% of the portfolio, ranked #6.

Tandem Investment Partners first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.62M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Tandem Investment Partners held 55,616 shares of Vanguard Information Technology ETF worth $4.85M as of Q1 2026.
Tandem Investment Partners bought 1,232 Vanguard Information Technology ETF shares in Q1 2026, an estimated $113K.
Vanguard Information Technology ETF made up 4.11% of Tandem Investment Partners's portfolio in Q1 2026, its #6 holding.
Tandem Investment Partners first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
Tandem Investment Partners's Vanguard Information Technology ETF position peaked at $5.62M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Tandem Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.