TVWM
VGT icon

Tower View Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Tower View Wealth Management’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 		$2.46M Buy
28,184
+504
+2% +$46.4K 1.26% 30
2025
Q4 		$2.61M Sell
27,680
-48
-0.2% -$4.56K 1.29% 31
2025
Q3 		$2.59M Buy
27,728
+424
+2% +$37K 1.34% 31
2025
Q2 		$2.26M Sell
27,304
-2,544
-9% -$185K 1.17% 33
2025
Q1 		$2.02M Sell
29,848
-216
-0.7% -$16.3K 1.18% 35
2024
Q4 		$2.34M Sell
30,064
-208
-0.7% -$16K 1.23% 34
2024
Q3 		$2.22M Buy
30,272
+2,720
+10% +$193K 1.22% 38
2024
Q2 		$1.99M Buy
27,552
+128
+0.5% +$8.51K 1.14% 38
2024
Q1 		$1.8M Sell
27,424
-240
-0.9% -$15.2K 1.05% 38
2023
Q4 		$1.67M Buy
27,664
+176
+0.6% +$9.81K 1.04% 39
2023
Q3 		$1.43M Sell
27,488
-368
-1% -$20K 1% 37
2023
Q2 		$1.54M Sell
27,856
-4,976
-15% -$250K 1.04% 39
2023
Q1 		$1.58M Buy
32,832
+48
+0.1% +$2.12K 1.06% 40
2022
Q4 		$1.31M Buy
32,784
+40
+0.1% +$1.63K 0.91% 43
2022
Q3 		$1.26M Buy
32,744
+112
+0.3% +$4.92K 0.96% 40
2022
Q2 		$1.33M Sell
32,632
-720
-2% -$32.4K 0.98% 40
2022
Q1 		$1.74M Buy
33,352
+2,720
+9% +$140K 0.93% 43
2021
Q4 		$1.75M Buy
30,632
+72
+0.2% +$3.95K 0.89% 46
2021
Q3 		$1.53M Buy
30,560
+472
+2% +$24.5K 0.85% 45
2021
Q2 		$1.5M Buy
30,088
+480
+2% +$22.6K 0.76% 54
2021
Q1 		$1.33M Buy
29,608
+328
+1% +$14.8K 0.73% 53
2020
Q4 		$1.29M Sell
29,280
-88
-0.3% -$3.62K 0.74% 53
2020
Q3 		$1.14M Buy
29,368
+1,848
+7% +$69.6K 0.74% 50
2020
Q2 		$959K Buy
27,520
+21,760
+378% +$679K 0.7% 53
2020
Q1 		$153K Buy
5,760
+24
+0.4% +$727 0.14% 61
2019
Q4 		$176K Buy
5,736
+32
+0.6% +$916 0.13% 63
2019
Q3 		$154K Hold
5,704
– – 0.13% 64
2019
Q2 		$150K Buy
5,704
+24
+0.4% +$619 0.13% 62
2019
Q1 		$143K Buy
5,680
+16
+0.3% +$372 0.13% 60
2018
Q4 		$118K Buy
5,664
+16
+0.3% +$363 0.12% 61
2018
Q3 		$143K Buy
5,648
+32
+0.6% +$778 0.13% 71
2018
Q2 		$127K Hold
5,616
– – 0.12% 70
2018
Q1 		$120K Buy
5,616
+16
+0.3% +$349 0.12% 71
2017
Q4 		$115K Buy
+5,600
New +$114K 0.11% 74

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tower View Wealth Management's VGT Position: Q1 2026 in Review

Tower View Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 1.8% in Q1 2026, buying an estimated $46.4K and bringing the position to 28,184 shares worth $2.46M. The position accounts for 1.26% of the portfolio, ranked #30.

Tower View Wealth Management first reported a position in VGT in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.61M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Tower View Wealth Management held 28,184 shares of Vanguard Information Technology ETF worth $2.46M as of Q1 2026.
  • Tower View Wealth Management bought 504 Vanguard Information Technology ETF shares in Q1 2026, an estimated $46.4K.
  • Vanguard Information Technology ETF made up 1.26% of Tower View Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Tower View Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 34 quarters since.
  • Tower View Wealth Management's Vanguard Information Technology ETF position peaked at $2.61M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.