West Wealth Group’s Vanguard Information Technology ETF VGT Stock Holding History

West Wealth Group’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	$423K	Buy	4,840 +400	+9%	+$36.8K	0.08%	87
2025 Q4	$418K	Sell	4,440 -176	-4%	-$16.7K	0.09%	75
2025 Q3	$434K	Buy	4,616 +1,528	+49%	+$134K	0.1%	73
2025 Q2	$267K	Sell	3,088 -592	-16%	-$43K	0.07%	91
2025 Q1	$252K	Buy	3,680 +528	+17%	+$39.8K	0.07%	83
2024 Q4	$245K	Buy	+3,152	New	+$242K	0.07%	78

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

West Wealth Group's VGT Position: Q1 2026 in Review

West Wealth Group increased its Vanguard Information Technology ETF (VGT) stake by 9% in Q1 2026, buying an estimated $36.8K and bringing the position to 4,840 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #87.

West Wealth Group first reported a position in VGT in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

West Wealth Group held 4,840 shares of Vanguard Information Technology ETF worth $423K as of Q1 2026.
West Wealth Group bought 400 Vanguard Information Technology ETF shares in Q1 2026, an estimated $36.8K.
Vanguard Information Technology ETF made up 0.08% of West Wealth Group's portfolio in Q1 2026, its #87 holding.
West Wealth Group first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 6 quarters since.
West Wealth Group's Vanguard Information Technology ETF position peaked at $434K in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.