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

Tradition 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	$3.2M	Buy	36,736 +2,848	+8%	+$262K	0.23%	93
2025 Q4	$3.19M	Buy	33,888 +856	+3%	+$81.3K	0.23%	93
2025 Q3	$3.08M	Buy	33,032 +3,128	+10%	+$273K	0.23%	90
2025 Q2	$2.48M	Buy	29,904 +2,248	+8%	+$163K	0.2%	102
2025 Q1	$1.88M	Buy	27,656 +7,800	+39%	+$588K	0.17%	120
2024 Q4	$1.54M	Buy	19,856 +3,400	+21%	+$261K	0.14%	134
2024 Q3	$1.21M	Buy	16,456 +1,640	+11%	+$117K	0.11%	158
2024 Q2	$1.07M	Buy	14,816 +4,488	+43%	+$298K	0.1%	156
2024 Q1	$677K	Buy	10,328 +2,120	+26%	+$134K	0.07%	176
2023 Q4	$497K	Buy	8,208 +2,040	+33%	+$114K	0.05%	193
2023 Q3	$320K	Buy	6,168 +448	+8%	+$24.4K	0.04%	242
2023 Q2	$316K	Buy	5,720 +824	+17%	+$41.4K	0.04%	246
2023 Q1	$236K	Buy	4,896 +128	+3%	+$5.66K	0.03%	281
2022 Q4	$190K	Hold	4,768	–	–	0.03%	270
2022 Q3	$183K	Hold	4,768	–	–	0.03%	271
2022 Q2	$195K	Hold	4,768	–	–	0.03%	263
2022 Q1	$248K	Hold	4,768	–	–	0.03%	268
2021 Q4	$273K	Hold	4,768	–	–	0.03%	255
2021 Q3	$239K	Hold	4,768	–	–	0.03%	252
2021 Q2	$238K	Hold	4,768	–	–	0.04%	259
2021 Q1	$214K	Hold	4,768	–	–	0.04%	244
2020 Q4	$211K	Buy	+4,768	New	+$196K	0.04%	227

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

Tradition Wealth Management's VGT Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 8.4% in Q1 2026, buying an estimated $262K and bringing the position to 36,736 shares worth $3.2M. The position accounts for 0.23% of the portfolio, ranked #93.

Tradition Wealth Management first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Tradition Wealth Management held 36,736 shares of Vanguard Information Technology ETF worth $3.2M as of Q1 2026.
Tradition Wealth Management bought 2,848 Vanguard Information Technology ETF shares in Q1 2026, an estimated $262K.
Vanguard Information Technology ETF made up 0.23% of Tradition Wealth Management's portfolio in Q1 2026, its #93 holding.
Tradition Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.