Tandem Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Tandem Wealth 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	$6.5M	Sell	74,528 -30,904	-29%	-$2.85M	2.9%	10
2025 Q4	$8.56M	Buy	105,432 +13,888	+15%	+$1.32M	3.84%	10
2025 Q3	$8.54M	Sell	91,544 -16,952	-16%	-$1.48M	4.06%	10
2025 Q2	$9M	Buy	108,496 +70,520	+186%	+$5.13M	4.45%	9
2025 Q1	$2.58M	Sell	37,976 -45,696	-55%	-$3.44M	1.35%	16
2024 Q4	$6.5M	Sell	83,672 -11,976	-13%	-$920K	3.32%	11
2024 Q3	$7.01M	Sell	95,648 -1,024	-1%	-$72.8K	3.55%	11
2024 Q2	$6.97M	Sell	96,672 -56	-0.1%	-$3.72K	3.73%	11
2024 Q1	$6.28M	Sell	96,728 -18,528	-16%	-$1.17M	3.45%	11
2023 Q4	$6.97M	Sell	115,256 -11,840	-9%	-$660K	4.02%	11
2023 Q3	$6.59M	Buy	127,096 +1,136	+0.9%	+$61.8K	4.03%	11
2023 Q2	$6.95M	Sell	125,960 -4,832	-4%	-$243K	4.2%	10
2023 Q1	$6.3M	Sell	130,792 -1,840	-1%	-$81.3K	3.92%	11
2022 Q4	$5.3M	Buy	+132,632	New	+$5.41M	3.36%	10

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 Wealth Advisors's VGT Position: Q1 2026 in Review

Tandem Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 29% in Q1 2026, selling an estimated $2.85M and leaving 74,528 shares worth $6.5M. The position accounts for 2.9% of the portfolio, ranked #10.

Tandem Wealth Advisors first reported a position in VGT in Q4 2022 and has held it in 14 quarters since. The position peaked at $9M in Q2 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Tandem Wealth Advisors held 74,528 shares of Vanguard Information Technology ETF worth $6.5M as of Q1 2026.
Tandem Wealth Advisors sold 30,904 Vanguard Information Technology ETF shares in Q1 2026, an estimated $2.85M.
Vanguard Information Technology ETF made up 2.9% of Tandem Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Tandem Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2022 and has held it in 14 quarters since.
Tandem Wealth Advisors's Vanguard Information Technology ETF position peaked at $9M in Q2 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.