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Triad Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Triad Wealth 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 		$1.7M Buy
19,488
+10,336
+113% +$952K 0.13% 113
2025
Q4 		$862K Buy
9,152
+3,464
+61% +$329K 0.08% 177
2025
Q3 		$531K Buy
5,688
+3,144
+124% +$275K 0.07% 197
2025
Q2 		$211K Buy
+2,544
New +$185K 0.04% 276
2024
Q3 		– Sell
-440
Closed -$31.7K – 895
2024
Q2 		$31.7K Buy
+440
New +$29.3K 0.02% 286

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

Triad Wealth Partners's VGT Position: Q1 2026 in Review

Triad Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 113% in Q1 2026, buying an estimated $952K and bringing the position to 19,488 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #113.

Triad Wealth Partners first reported a position in VGT in Q2 2024 and has held it in 5 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Triad Wealth Partners held 19,488 shares of Vanguard Information Technology ETF worth $1.7M as of Q1 2026.
  • Triad Wealth Partners bought 10,336 Vanguard Information Technology ETF shares in Q1 2026, an estimated $952K.
  • Vanguard Information Technology ETF made up 0.13% of Triad Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Triad Wealth Partners first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.