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VGT icon

TruWealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

TruWealth 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 		$2.67M Buy
30,656
+928
+3% +$85.4K 0.13% 78
2025
Q4 		$2.8M Sell
29,728
-328
-1% -$31.2K 0.14% 76
2025
Q3 		$2.81M Buy
30,056
+8
+0% +$699 0.14% 76
2025
Q2 		$2.49M Sell
30,048
-136
-0.5% -$9.89K 0.14% 74
2025
Q1 		$2.05M Buy
30,184
+40
+0.1% +$3.01K 0.12% 73
2024
Q4 		$2.34M Buy
30,144
+344
+1% +$26.4K 0.14% 69
2024
Q3 		$2.18M Buy
29,800
+392
+1% +$27.9K 0.13% 70
2024
Q2 		$2.12M Buy
29,408
+208
+0.7% +$13.8K 0.14% 67
2024
Q1 		$1.91M Buy
29,200
+8
+0% +$507 0.13% 71
2023
Q4 		$1.77M Buy
29,192
+632
+2% +$35.2K 0.13% 66
2023
Q3 		$1.48M Buy
28,560
+72
+0.3% +$3.92K 0.13% 71
2023
Q2 		$1.57M Buy
28,488
+2,072
+8% +$104K 0.14% 67
2023
Q1 		$1.27M Buy
26,416
+336
+1% +$14.9K 0.12% 73
2022
Q4 		$1.04M Buy
26,080
+5,344
+26% +$218K 0.1% 77
2022
Q3 		$797K Buy
20,736
+3,744
+22% +$165K 0.08% 75
2022
Q2 		$693K Buy
16,992
+10,856
+177% +$489K 0.07% 73
2022
Q1 		$319K Sell
6,136
-880
-13% -$45.2K 0.03% 92
2021
Q4 		$402K Sell
7,016
-184
-3% -$10.1K 0.04% 84
2021
Q3 		$361K Buy
7,200
+88
+1% +$4.56K 0.04% 85
2021
Q2 		$355K Buy
7,112
+112
+2% +$5.28K 0.04% 85
2021
Q1 		$314K Sell
7,000
-288
-4% -$13K 0.04% 83
2020
Q4 		$322K Buy
+7,288
New +$300K 0.05% 82

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TruWealth Advisors's VGT Position: Q1 2026 in Review

TruWealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q1 2026, buying an estimated $85.4K and bringing the position to 30,656 shares worth $2.67M. The position accounts for 0.13% of the portfolio, ranked #78.

TruWealth Advisors first reported a position in VGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.81M in Q3 2025. 1,983 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • TruWealth Advisors held 30,656 shares of Vanguard Information Technology ETF worth $2.67M as of Q1 2026.
  • TruWealth Advisors bought 928 Vanguard Information Technology ETF shares in Q1 2026, an estimated $85.4K.
  • Vanguard Information Technology ETF made up 0.13% of TruWealth Advisors's portfolio in Q1 2026, its #78 holding.
  • TruWealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Vanguard Information Technology ETF position peaked at $2.81M in Q3 2025.
  • 1,983 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.