Wealthspire Advisors (New York)’s Vanguard Information Technology ETF VGT Stock Holding History

Wealthspire Advisors (New York)’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	$4.38M	Buy	50,208 +4,720	+10%	+$435K	0.03%	175
2025 Q4	$4.29M	Sell	45,488 -2,272	-5%	-$216K	0.03%	181
2025 Q3	$4.46M	Buy	47,760 +1,536	+3%	+$134K	0.02%	175
2025 Q2	$3.83M	Buy	46,224 +4,056	+10%	+$295K	0.02%	184
2025 Q1	$2.86M	Sell	42,168 -5,184	-11%	-$391K	0.02%	222
2024 Q4	$3.68M	Buy	47,352 +4,624	+11%	+$355K	0.04%	173
2024 Q3	$3.13M	Buy	42,728 +3,136	+8%	+$223K	0.03%	184
2024 Q2	$2.85M	Buy	39,592 +8,840	+29%	+$588K	0.04%	157
2024 Q1	$2.02M	Sell	30,752 -2,368	-7%	-$150K	0.03%	194
2023 Q4	$2M	Buy	33,120 +2,520	+8%	+$140K	0.03%	191
2023 Q3	$1.59M	Sell	30,600 -1,392	-4%	-$75.7K	0.03%	198
2023 Q2	$1.77M	Sell	31,992 -176	-0.5%	-$8.84K	0.03%	165
2023 Q1	$1.55M	Sell	32,168 -6,168	-16%	-$273K	0.03%	182
2022 Q4	$1.53M	Buy	38,336 +3,952	+11%	+$161K	0.03%	189
2022 Q3	$1.32M	Buy	34,384 +3,552	+12%	+$156K	0.03%	187
2022 Q2	$1.26M	Buy	30,832 +704	+2%	+$31.7K	0.03%	188
2022 Q1	$1.57M	Sell	30,128 -6,488	-18%	-$333K	0.04%	144
2021 Q4	$2.1M	Sell	36,616 -1,304	-3%	-$71.6K	0.05%	146
2021 Q3	$1.9M	Buy	37,920 +992	+3%	+$51.4K	0.04%	169
2021 Q2	$1.84M	Buy	36,928 +4,592	+14%	+$217K	0.05%	118
2021 Q1	$1.45M	Buy	32,336 +5,760	+22%	+$259K	0.03%	214
2020 Q4	$1.18M	Buy	+26,576	New	+$1.09M	0.04%	191
2020 Q2	–	Sell	-36,592	Closed	-$969K	–	520
2020 Q1	$969K	Buy	+36,592	New	+$1.11M	0.04%	203
2019 Q1	–	Sell	-352	Closed	-$7K	–	765
2018 Q4	$7K	Buy	+352	New	+$7.98K	﹤0.01%	595

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

Wealthspire Advisors (New York)'s VGT Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Information Technology ETF (VGT) stake by 10% in Q1 2026, buying an estimated $435K and bringing the position to 50,208 shares worth $4.38M. The position accounts for 0.03% of the portfolio, ranked #175.

Wealthspire Advisors (New York) first reported a position in VGT in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.46M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Wealthspire Advisors (New York) held 50,208 shares of Vanguard Information Technology ETF worth $4.38M as of Q1 2026.
Wealthspire Advisors (New York) bought 4,720 Vanguard Information Technology ETF shares in Q1 2026, an estimated $435K.
Vanguard Information Technology ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #175 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Vanguard Information Technology ETF position peaked at $4.46M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.