U.S. Capital Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

U.S. Capital 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	$8.28M	Sell	94,976 -5,888	-6%	-$542K	0.21%	116
2025 Q4	$9.5M	Buy	100,864 +5,992	+6%	+$569K	0.25%	99
2025 Q3	$8.85M	Buy	94,872 +752	+0.8%	+$65.7K	0.24%	105
2025 Q2	$7.8M	Buy	94,120 +26,232	+39%	+$1.91M	0.23%	120
2025 Q1	$4.6M	Sell	67,888 -184	-0.3%	-$13.9K	0.14%	164
2024 Q4	$5.29M	Buy	68,072 +33,672	+98%	+$2.59M	0.16%	148
2024 Q3	$2.52M	Sell	34,400 -920	-3%	-$65.4K	0.09%	213
2024 Q2	$2.55M	Buy	35,320 +3,120	+10%	+$207K	0.1%	196
2024 Q1	$2.11M	Sell	32,200 -1,816	-5%	-$115K	0.08%	221
2023 Q4	$2.06M	Sell	34,016 -1,672	-5%	-$93.2K	0.08%	222
2023 Q3	$1.85M	Sell	35,688 -120	-0.3%	-$6.53K	0.08%	210
2023 Q2	$1.98M	Buy	35,808 +4,176	+13%	+$210K	0.09%	210
2023 Q1	$1.52M	Buy	31,632 +7,400	+31%	+$327K	0.07%	246
2022 Q4	$967K	Sell	24,232 -2,840	-10%	-$116K	0.04%	333
2022 Q3	$1.04M	Sell	27,072 -6,184	-19%	-$272K	0.05%	329
2022 Q2	$1.36M	Sell	33,256 -1,968	-6%	-$88.6K	0.06%	295
2022 Q1	$1.83M	Sell	35,224 -1,816	-5%	-$93.2K	0.07%	273
2021 Q4	$2.12M	Sell	37,040 -8,768	-19%	-$481K	0.08%	244
2021 Q3	$2.3M	Buy	+45,808	New	+$2.37M	0.1%	224

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

U.S. Capital Wealth Advisors's VGT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vanguard Information Technology ETF (VGT) stake by 5.8% in Q1 2026, selling an estimated $542K and leaving 94,976 shares worth $8.28M. The position accounts for 0.21% of the portfolio, ranked #116.

U.S. Capital Wealth Advisors first reported a position in VGT in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.5M in Q4 2025. 1,986 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

U.S. Capital Wealth Advisors held 94,976 shares of Vanguard Information Technology ETF worth $8.28M as of Q1 2026.
U.S. Capital Wealth Advisors sold 5,888 Vanguard Information Technology ETF shares in Q1 2026, an estimated $542K.
Vanguard Information Technology ETF made up 0.21% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #116 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard Information Technology ETF position peaked at $9.5M in Q4 2025.
1,986 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.