VSM Wealth Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

VSM Wealth Advisory’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	$1.08M	Buy	12,400 +176	+1%	+$16.2K	0.32%	35
2025 Q4	$1.15M	Buy	12,224 +480	+4%	+$45.6K	0.35%	35
2025 Q3	$1.1M	Buy	11,744 +296	+3%	+$25.9K	0.34%	31
2025 Q2	$949K	Buy	11,448 +808	+8%	+$58.8K	0.31%	37
2025 Q1	$721K	Buy	10,640 +560	+6%	+$42.2K	0.26%	42
2024 Q4	$783K	Buy	+10,080	New	+$774K	0.28%	40

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

VSM Wealth Advisory's VGT Position: Q1 2026 in Review

VSM Wealth Advisory increased its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q1 2026, buying an estimated $16.2K and bringing the position to 12,400 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #35.

VSM Wealth Advisory first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

VSM Wealth Advisory held 12,400 shares of Vanguard Information Technology ETF worth $1.08M as of Q1 2026.
VSM Wealth Advisory bought 176 Vanguard Information Technology ETF shares in Q1 2026, an estimated $16.2K.
Vanguard Information Technology ETF made up 0.32% of VSM Wealth Advisory's portfolio in Q1 2026, its #35 holding.
VSM Wealth Advisory first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
VSM Wealth Advisory's Vanguard Information Technology ETF position peaked at $1.15M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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