tru Independence’s Vanguard Information Technology ETF VGT Stock Holding History

tru Independence’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	$2.35M	Sell	26,944 -2,336	-8%	-$215K	1.16%	18
2025 Q4	$2.76M	Sell	29,280 -1,136	-4%	-$108K	0.7%	50
2025 Q3	$2.84M	Sell	30,416 -80	-0.3%	-$6.99K	0.74%	51
2025 Q2	$2.53M	Buy	30,496 +32	+0.1%	+$2.33K	0.73%	50
2025 Q1	$2.07M	Buy	30,464 +40	+0.1%	+$3.01K	0.64%	51
2024 Q4	$2.36M	Sell	30,424 -72	-0.2%	-$5.53K	0.74%	50
2024 Q3	$2.24M	Buy	30,496 +1,808	+6%	+$128K	0.65%	53
2024 Q2	$2.07M	Buy	28,688 +480	+2%	+$31.9K	0.62%	53
2024 Q1	$1.85M	Sell	28,208 -608	-2%	-$38.5K	0.54%	56
2023 Q4	$1.74M	Sell	28,816 -26,552	-48%	-$1.48M	0.53%	58
2023 Q3	$2.87M	Sell	55,368 -1,424	-3%	-$77.4K	0.99%	46
2023 Q2	$3.14M	Sell	56,792 -1,272	-2%	-$63.9K	1.03%	47
2023 Q1	$2.8M	Sell	58,064 -4,008	-6%	-$177K	0.9%	50
2022 Q4	$2.48M	Sell	62,072 -344	-0.6%	-$14K	0.8%	52
2022 Q3	$2.4M	Sell	62,416 -2,272	-4%	-$99.9K	0.85%	51
2022 Q2	$2.64M	Sell	64,688 -5,208	-7%	-$235K	0.85%	50
2022 Q1	$3.64M	Sell	69,896 -3,848	-5%	-$197K	0.99%	49
2021 Q4	$4.22M	Sell	73,744 -928	-1%	-$51K	1.15%	45
2021 Q3	$3.75M	Buy	+74,672	New	+$3.87M	1.05%	50
2021 Q2	–	Sell	-78,856	Closed	-$3.53M	–	392
2021 Q1	$3.53M	Sell	78,856 -207,880	-72%	-$9.35M	0.67%	60
2020 Q4	$6.96K	Buy	+286,736	New	+$11.8M	0.01%	269
2020 Q1	–	Sell	-102,896	Closed	-$2.73M	–	921
2019 Q4	$2.73M	Buy	+102,896	New	+$2.95M	0.39%	77

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

tru Independence's VGT Position: Q1 2026 in Review

tru Independence reduced its Vanguard Information Technology ETF (VGT) stake by 8% in Q1 2026, selling an estimated $215K and leaving 26,944 shares worth $2.35M. The position accounts for 1.16% of the portfolio, ranked #18.

tru Independence first reported a position in VGT in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.22M in Q4 2021. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

tru Independence held 26,944 shares of Vanguard Information Technology ETF worth $2.35M as of Q1 2026.
tru Independence sold 2,336 Vanguard Information Technology ETF shares in Q1 2026, an estimated $215K.
Vanguard Information Technology ETF made up 1.16% of tru Independence's portfolio in Q1 2026, its #18 holding.
tru Independence first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 22 quarters since.
tru Independence's Vanguard Information Technology ETF position peaked at $4.22M in Q4 2021.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.