Twin Peaks Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Twin Peaks Wealth 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	$709K	Hold	8,128	–	–	0.18%	89
2025 Q4	$763K	Sell	8,128 -1,840	-18%	-$175K	0.22%	83
2025 Q3	$930K	Buy	9,968 +1,840	+23%	+$161K	0.32%	63
2025 Q2	$717K	Sell	8,128 -8	-0.1%	-$582	0.23%	73
2025 Q1	$535K	Buy	8,136 +4,120	+103%	+$310K	0.24%	78
2024 Q4	$312K	Buy	4,016 +8	+0.2%	+$614	0.13%	109
2024 Q3	$294K	Hold	4,008	–	–	0.14%	102
2024 Q2	$289K	Sell	4,008 -1,240	-24%	-$82.4K	0.14%	100
2024 Q1	$344K	Buy	5,248 +1,240	+31%	+$78.6K	0.19%	87
2023 Q4	$242K	Buy	+4,008	New	+$223K	0.15%	106

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

Twin Peaks Wealth Advisors's VGT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 8,128 shares worth $709K. The position accounts for 0.18% of the portfolio, ranked #89.

Twin Peaks Wealth Advisors first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $930K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Twin Peaks Wealth Advisors held 8,128 shares of Vanguard Information Technology ETF worth $709K as of Q1 2026.
Twin Peaks Wealth Advisors left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.18% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #89 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Vanguard Information Technology ETF position peaked at $930K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.