United Advisor Group’s Vanguard Information Technology ETF VGT Stock Holding History

United Advisor Group’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	$902K	Buy	10,336 +912	+10%	+$84K	0.11%	203
2025 Q4	$888K	Buy	9,424 +80	+0.9%	+$7.6K	0.11%	196
2025 Q3	$872K	Buy	9,344 +40	+0.4%	+$3.5K	0.12%	184
2025 Q2	$771K	Buy	9,304 +776	+9%	+$56.4K	0.13%	162
2025 Q1	$578K	Buy	8,528 +1,880	+28%	+$142K	0.12%	168
2024 Q4	$517K	Sell	6,648 -648	-9%	-$49.8K	0.1%	189
2024 Q3	$535K	Buy	7,296 +1,008	+16%	+$71.6K	0.12%	178
2024 Q2	$453K	Buy	+6,288	New	+$418K	0.14%	141

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

United Advisor Group's VGT Position: Q1 2026 in Review

United Advisor Group increased its Vanguard Information Technology ETF (VGT) stake by 9.7% in Q1 2026, buying an estimated $84K and bringing the position to 10,336 shares worth $902K. The position accounts for 0.11% of the portfolio, ranked #203.

United Advisor Group first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

United Advisor Group held 10,336 shares of Vanguard Information Technology ETF worth $902K as of Q1 2026.
United Advisor Group bought 912 Vanguard Information Technology ETF shares in Q1 2026, an estimated $84K.
Vanguard Information Technology ETF made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #203 holding.
United Advisor Group first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.