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

Wealth Effects’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	$751K	Hold	8,608	–	–	0.27%	76
2025 Q4	$811K	Hold	8,608	–	–	0.25%	69
2025 Q3	$803K	Buy	8,608 +160	+2%	+$14K	0.26%	70
2025 Q2	$701K	Hold	8,448	–	–	0.26%	75
2025 Q1	$573K	Buy	8,448 +232	+3%	+$17.5K	0.24%	82
2024 Q4	$639K	Sell	8,216 -48	-0.6%	-$3.69K	0.23%	84
2024 Q3	$606K	Buy	8,264 +800	+11%	+$56.9K	0.21%	91
2024 Q2	$538K	Sell	7,464 -64	-0.9%	-$4.25K	0.2%	98
2024 Q1	$493K	Buy	7,528 +400	+6%	+$25.4K	0.18%	108
2023 Q4	$431K	Sell	7,128 -168	-2%	-$9.36K	0.16%	121
2023 Q3	$378K	Hold	7,296	–	–	0.19%	110
2023 Q2	$403K	Buy	7,296 +216	+3%	+$10.8K	0.18%	117
2023 Q1	$341K	Sell	7,080 -992	-12%	-$43.9K	0.17%	129
2022 Q4	$322K	Buy	8,072 +456	+6%	+$18.6K	0.18%	126
2022 Q3	$293K	Hold	7,616	–	–	0.18%	120
2022 Q2	$311K	Hold	7,616	–	–	0.19%	117
2022 Q1	$397K	Sell	7,616 -320	-4%	-$16.4K	0.19%	105
2021 Q4	$455K	Buy	+7,936	New	+$436K	0.19%	108

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 Effects's VGT Position: Q1 2026 in Review

Wealth Effects held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 8,608 shares worth $751K. The position accounts for 0.27% of the portfolio, ranked #76.

Wealth Effects first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. The position peaked at $811K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Wealth Effects held 8,608 shares of Vanguard Information Technology ETF worth $751K as of Q1 2026.
Wealth Effects left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.27% of Wealth Effects's portfolio in Q1 2026, its #76 holding.
Wealth Effects first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's Vanguard Information Technology ETF position peaked at $811K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.