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True Link Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

True Link Financial Advisors’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 		$388K Buy
4,448
+208
+5% +$19.2K 0.02% 54
2025
Q4 		$400K Buy
+4,240
New +$403K 0.02% 66
2021
Q1 		– Sell
-27,840
Closed -$103K – 713
2020
Q4 		$103K Buy
+27,840
New +$1.15M 0.02% 410

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

True Link Financial Advisors's VGT Position: Q1 2026 in Review

True Link Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 4.9% in Q1 2026, buying an estimated $19.2K and bringing the position to 4,448 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #54.

True Link Financial Advisors first reported a position in VGT in Q4 2020 and has held it in 3 quarters since. The position peaked at $400K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • True Link Financial Advisors held 4,448 shares of Vanguard Information Technology ETF worth $388K as of Q1 2026.
  • True Link Financial Advisors bought 208 Vanguard Information Technology ETF shares in Q1 2026, an estimated $19.2K.
  • Vanguard Information Technology ETF made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #54 holding.
  • True Link Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 3 quarters since.
  • True Link Financial Advisors's Vanguard Information Technology ETF position peaked at $400K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.