Tilia Fiduciary Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Tilia Fiduciary 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	$338K	Sell	3,880 -480	-11%	-$44.2K	0.19%	91
2025 Q4	$411K	Buy	4,360 +480	+12%	+$45.6K	0.23%	82
2025 Q3	$362K	Hold	3,880	–	–	0.21%	89
2025 Q2	$322K	Hold	3,880	–	–	0.2%	95
2025 Q1	$263K	Sell	3,880 -128	-3%	-$9.64K	0.18%	96
2024 Q4	$312K	Sell	4,008 -544	-12%	-$41.8K	0.21%	92
2024 Q3	$334K	Buy	4,552 +1,168	+35%	+$83K	0.23%	88
2024 Q2	$244K	Sell	3,384 -16	-0.5%	-$1.06K	0.19%	91
2024 Q1	$223K	Buy	+3,400	New	+$216K	0.18%	93
2023 Q3	–	Sell	-3,288	Closed	-$182K	–	481
2023 Q2	$182K	Hold	3,288	–	–	0.16%	96
2023 Q1	$159K	Hold	3,288	–	–	0.15%	103
2022 Q4	$131K	Hold	3,288	–	–	0.13%	119
2022 Q3	$124K	Hold	3,288	–	–	0.13%	121
2022 Q2	$137K	Hold	3,288	–	–	0.13%	114
2022 Q1	$171K	Buy	3,288 +8	+0.2%	+$411	0.15%	112
2021 Q4	$188K	Buy	+3,280	New	+$180K	0.15%	105

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 $445B AUM 25.58% 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

Tilia Fiduciary Partners's VGT Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q1 2026, selling an estimated $44.2K and leaving 3,880 shares worth $338K. The position accounts for 0.19% of the portfolio, ranked #91.

Tilia Fiduciary Partners first reported a position in VGT in Q4 2021 and has held it in 16 quarters since. The position peaked at $411K in Q4 2025. 1,981 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Tilia Fiduciary Partners held 3,880 shares of Vanguard Information Technology ETF worth $338K as of Q1 2026.
Tilia Fiduciary Partners sold 480 Vanguard Information Technology ETF shares in Q1 2026, an estimated $44.2K.
Vanguard Information Technology ETF made up 0.19% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #91 holding.
Tilia Fiduciary Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 16 quarters since.
Tilia Fiduciary Partners's Vanguard Information Technology ETF position peaked at $411K in Q4 2025.
1,981 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.