VWM
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Valley Wealth Managers’s Vanguard Information Technology ETF VGT Stock Holding History

Valley Wealth Managers’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 		$1.12M Sell
12,888
-1,552
-11% -$143K 0.07% 132
2025
Q4 		$1.36M Sell
14,440
-1,168
-7% -$111K 0.09% 127
2025
Q3 		$1.46M Sell
15,608
-368
-2% -$32.2K 0.1% 122
2025
Q2 		$1.32M Sell
15,976
-368
-2% -$26.8K 0.1% 125
2025
Q1 		$1.11M Sell
16,344
-136
-0.8% -$10.2K 0.08% 127
2024
Q4 		$1.28M Sell
16,480
-2,760
-14% -$212K 0.1% 121
2024
Q3 		$1.41M Sell
19,240
-744
-4% -$52.9K 0.1% 120
2024
Q2 		$1.44M Sell
19,984
-944
-5% -$62.8K 0.11% 122
2024
Q1 		$1.37M Buy
20,928
+376
+2% +$23.8K 0.1% 119
2023
Q4 		$1.24M Sell
20,552
-296
-1% -$16.5K 0.1% 119
2023
Q3 		$1.08M Sell
20,848
-328
-2% -$17.8K 0.09% 126
2023
Q2 		$1.17M Sell
21,176
-256
-1% -$12.9K 0.11% 104
2023
Q1 		$1.03M Sell
21,432
-440
-2% -$19.5K 0.09% 106
2022
Q4 		$873K Sell
21,872
-1,600
-7% -$65.3K 0.08% 111
2022
Q3 		$902K Sell
23,472
-64
-0.3% -$2.81K 0.09% 110
2022
Q2 		$960K Sell
23,536
-17,856
-43% -$804K 0.09% 111
2022
Q1 		$2.15M Sell
41,392
-2,912
-7% -$149K 0.18% 100
2021
Q4 		$2.54M Sell
44,304
-136
-0.3% -$7.47K 0.2% 98
2021
Q3 		$2.23M Sell
44,440
-480
-1% -$24.9K 0.19% 100
2021
Q2 		$2.24M Sell
44,920
-1,480
-3% -$69.8K 0.19% 98
2021
Q1 		$2.08M Sell
46,400
-1,560
-3% -$70.2K 0.19% 94
2020
Q4 		$2.12M Buy
47,960
+72
+0.2% +$2.96K 0.21% 92
2020
Q3 		$1.86M Buy
47,888
+568
+1% +$21.4K 0.21% 91
2020
Q2 		$1.65M Buy
47,320
+2,944
+7% +$91.9K 0.18% 92
2020
Q1 		$1.18M Buy
44,376
+352
+0.8% +$10.7K 0.15% 94
2019
Q4 		$1.35M Sell
44,024
-14,032
-24% -$402K 0.13% 97
2019
Q3 		$1.56M Sell
58,056
-22,168
-28% -$597K 0.17% 92
2019
Q2 		$2.12M Sell
80,224
-5,728
-7% -$148K 0.22% 82
2019
Q1 		$2.16M Buy
85,952
+49,536
+136% +$1.15M 0.24% 69
2018
Q4 		$759K Buy
+36,416
New +$825K 0.1% 102

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

Valley Wealth Managers's VGT Position: Q1 2026 in Review

Valley Wealth Managers reduced its Vanguard Information Technology ETF (VGT) stake by 11% in Q1 2026, selling an estimated $143K and leaving 12,888 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #132.

Valley Wealth Managers first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.54M in Q4 2021. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Valley Wealth Managers held 12,888 shares of Vanguard Information Technology ETF worth $1.12M as of Q1 2026.
  • Valley Wealth Managers sold 1,552 Vanguard Information Technology ETF shares in Q1 2026, an estimated $143K.
  • Vanguard Information Technology ETF made up 0.07% of Valley Wealth Managers's portfolio in Q1 2026, its #132 holding.
  • Valley Wealth Managers first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
  • Valley Wealth Managers's Vanguard Information Technology ETF position peaked at $2.54M in Q4 2021.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.