Wealthspan Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Wealthspan Partners’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	$287K	Sell	3,296 -776	-19%	-$71.5K	0.1%	105
2025 Q4	$384K	Sell	4,072 -320	-7%	-$30.4K	0.14%	85
2025 Q3	$410K	Sell	4,392 -440	-9%	-$38.4K	0.16%	83
2025 Q2	$401K	Buy	+4,832	New	+$351K	0.17%	79
2025 Q1	–	Sell	-2,896	Closed	-$225K	–	115
2024 Q4	$225K	Sell	2,896 -64	-2%	-$4.92K	0.11%	100
2024 Q3	$217K	Sell	2,960 -128	-4%	-$9.1K	0.11%	103
2024 Q2	$223K	Sell	3,088 -88	-3%	-$5.85K	0.12%	95
2024 Q1	$208K	Sell	3,176 -272	-8%	-$17.2K	0.12%	94
2023 Q4	$209K	Buy	+3,448	New	+$192K	0.15%	82
2023 Q3	–	Sell	-3,720	Closed	-$206K	–	81
2023 Q2	$206K	Buy	+3,720	New	+$187K	0.16%	75
2022 Q3	–	Sell	-4,944	Closed	-$202K	–	67
2022 Q2	$202K	Buy	4,944 +616	+14%	+$27.7K	0.21%	64
2022 Q1	$225K	Sell	4,328 -560	-11%	-$28.7K	0.2%	63
2021 Q4	$280K	Buy	+4,888	New	+$268K	0.25%	59

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

Wealthspan Partners's VGT Position: Q1 2026 in Review

Wealthspan Partners reduced its Vanguard Information Technology ETF (VGT) stake by 19% in Q1 2026, selling an estimated $71.5K and leaving 3,296 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #105.

Wealthspan Partners first reported a position in VGT in Q4 2021 and has held it in 13 quarters since. The position peaked at $410K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Wealthspan Partners held 3,296 shares of Vanguard Information Technology ETF worth $287K as of Q1 2026.
Wealthspan Partners sold 776 Vanguard Information Technology ETF shares in Q1 2026, an estimated $71.5K.
Vanguard Information Technology ETF made up 0.1% of Wealthspan Partners's portfolio in Q1 2026, its #105 holding.
Wealthspan Partners first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 13 quarters since.
Wealthspan Partners's Vanguard Information Technology ETF position peaked at $410K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.