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Trivant Custom Portfolio Group’s Vanguard Information Technology ETF VGT Stock Holding History

Trivant Custom Portfolio Group’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 		$1.08M Buy
12,432
+3,200
+35% +$295K 0.59% 49
2025
Q4 		$870K Buy
+9,232
New +$877K 0.5% 57

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

Trivant Custom Portfolio Group's VGT Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its Vanguard Information Technology ETF (VGT) stake by 35% in Q1 2026, buying an estimated $295K and bringing the position to 12,432 shares worth $1.08M. The position accounts for 0.59% of the portfolio, ranked #49.

Trivant Custom Portfolio Group first reported a position in VGT in Q4 2025 and has held it in 2 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Trivant Custom Portfolio Group held 12,432 shares of Vanguard Information Technology ETF worth $1.08M as of Q1 2026.
  • Trivant Custom Portfolio Group bought 3,200 Vanguard Information Technology ETF shares in Q1 2026, an estimated $295K.
  • Vanguard Information Technology ETF made up 0.59% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #49 holding.
  • Trivant Custom Portfolio Group first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.