Tred Avon Family Wealth’s Vanguard Information Technology ETF VGT Stock Holding History

Tred Avon Family Wealth’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	$558K	Buy	+6,400	New	+$589K	0.19%	157

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

Tred Avon Family Wealth's VGT Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2026: 6,400 shares worth $558K. The stake represents 0.19% of the portfolio and ranks #157 among its holdings.

1,976 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Tred Avon Family Wealth held 6,400 shares of Vanguard Information Technology ETF worth $558K as of Q1 2026.
Vanguard Information Technology ETF was a new Tred Avon Family Wealth position in Q1 2026.
Vanguard Information Technology ETF made up 0.19% of Tred Avon Family Wealth's portfolio in Q1 2026, its #157 holding.
1,976 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.