Wealth Alliance’s Vanguard Information Technology ETF VGT Stock Holding History

Wealth Alliance’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	$477K	Hold	5,464	–	–	0.05%	305
2025 Q4	$515K	Hold	5,464	–	–	0.05%	294
2025 Q3	$510K	Hold	5,464	–	–	0.05%	295
2025 Q2	$453K	Hold	5,464	–	–	0.05%	313
2025 Q1	$371K	Hold	5,464	–	–	0.04%	344
2024 Q4	$425K	Sell	5,464 -408	-7%	-$31.3K	0.05%	291
2024 Q3	$431K	Hold	5,872	–	–	0.05%	304
2024 Q2	$423K	Hold	5,872	–	–	0.05%	282
2024 Q1	$385K	Hold	5,872	–	–	0.05%	330
2023 Q4	$355K	Hold	5,872	–	–	0.05%	330
2023 Q3	$305K	Hold	5,872	–	–	0.05%	341
2023 Q2	$325K	Sell	5,872 -856	-13%	-$43K	0.05%	353
2023 Q1	$324K	Sell	6,728 -48	-0.7%	-$2.12K	0.05%	336
2022 Q4	$271K	Hold	6,776	–	–	0.05%	375
2022 Q3	$260K	Hold	6,776	–	–	0.05%	357
2022 Q2	$277K	Hold	6,776	–	–	0.05%	347
2022 Q1	$353K	Hold	6,776	–	–	0.07%	290
2021 Q4	$388K	Hold	6,776	–	–	0.08%	282
2021 Q3	$340K	Hold	6,776	–	–	0.08%	293
2021 Q2	$338K	Hold	6,776	–	–	0.08%	293
2021 Q1	$304K	Sell	6,776 -448	-6%	-$20.1K	0.09%	284
2020 Q4	$319K	Hold	7,224	–	–	0.09%	266
2020 Q3	$281K	Sell	7,224 -136	-2%	-$5.12K	0.1%	247
2020 Q2	$256K	Buy	+7,360	New	+$230K	0.1%	250

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

Wealth Alliance's VGT Position: Q1 2026 in Review

Wealth Alliance held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 5,464 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #305.

Wealth Alliance first reported a position in VGT in Q2 2020 and has held it in 24 quarters since. The position peaked at $515K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Wealth Alliance held 5,464 shares of Vanguard Information Technology ETF worth $477K as of Q1 2026.
Wealth Alliance left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #305 holding.
Wealth Alliance first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 24 quarters since.
Wealth Alliance's Vanguard Information Technology ETF position peaked at $515K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.