Western Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Western Wealth Management’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	$3.6M	Buy	163,680 +29,832	+22%	+$2.75M	0.14%	150
2025 Q4	$12.6M	Buy	133,848 +9,288	+7%	+$883K	0.58%	31
2025 Q3	$11.6M	Buy	124,560 +5,184	+4%	+$453K	0.61%	28
2025 Q2	$9.9M	Buy	119,376 +3,824	+3%	+$278K	0.59%	32
2025 Q1	$7.83M	Buy	115,552 +1,208	+1%	+$91K	0.52%	40
2024 Q4	$8.89M	Sell	114,344 -2,544	-2%	-$195K	0.58%	37
2024 Q3	$8.57M	Buy	116,888 +6,960	+6%	+$495K	0.49%	40
2024 Q2	$7.92M	Buy	109,928 +14,104	+15%	+$938K	0.59%	33
2024 Q1	$6.28M	Sell	95,824 -8,416	-8%	-$533K	0.49%	42
2023 Q4	$6.31M	Buy	104,240 +7,632	+8%	+$425K	0.45%	42
2023 Q3	$5.01M	Buy	96,608 +1,400	+1%	+$76.1K	0.42%	47
2023 Q2	$5.26M	Buy	95,208 +688	+0.7%	+$34.5K	0.45%	39
2023 Q1	$4.55M	Sell	94,520 -72	-0.1%	-$3.18K	0.42%	47
2022 Q4	$3.78M	Sell	94,592 -102,136	-52%	-$4.17M	0.39%	51
2022 Q3	$7.56M	Buy	196,728 +23,480	+14%	+$1.03M	0.43%	44
2022 Q2	$7.08M	Sell	173,248 -120,192	-41%	-$5.41M	0.41%	49
2022 Q1	$15.3M	Buy	293,440 +107,072	+57%	+$5.49M	0.74%	22
2021 Q4	$10.7M	Buy	+186,368	New	+$10.2M	1.05%	14
2021 Q2	$9.08M	Buy	182,128 +8,560	+5%	+$404K	0.93%	15
2021 Q1	$7.78M	Sell	173,568 -2,992	-2%	-$135K	1.05%	14
2020 Q4	$7.81M	Buy	176,560 +304	+0.2%	+$12.5K	1.15%	13
2020 Q3	$6.86M	Buy	176,256 +6,048	+4%	+$228K	1.12%	14
2020 Q2	$5.93M	Buy	170,208 +21,976	+15%	+$686K	1.08%	16
2020 Q1	$3.92M	Sell	148,232 -123,032	-45%	-$3.73M	0.9%	21
2019 Q4	$8.3M	Buy	271,264 +31,032	+13%	+$888K	1.26%	21
2019 Q3	$6.48M	Sell	240,232 -784	-0.3%	-$21.1K	1.35%	14
2019 Q2	$6.35M	Buy	241,016 +16,856	+8%	+$435K	0.83%	31
2019 Q1	$5.61M	Buy	224,160 +7,696	+4%	+$179K	1.25%	13
2018 Q4	$4.52M	Buy	+216,464	New	+$4.91M	1.22%	16

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

Western Wealth Management's VGT Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 22% in Q1 2026, buying an estimated $2.75M and bringing the position to 163,680 shares worth $3.6M. The position accounts for 0.14% of the portfolio, ranked #150.

Western Wealth Management first reported a position in VGT in Q4 2018 and has held it in 29 quarters since. The position peaked at $15.3M in Q1 2022. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Western Wealth Management held 163,680 shares of Vanguard Information Technology ETF worth $3.6M as of Q1 2026.
Western Wealth Management bought 29,832 Vanguard Information Technology ETF shares in Q1 2026, an estimated $2.75M.
Vanguard Information Technology ETF made up 0.14% of Western Wealth Management's portfolio in Q1 2026, its #150 holding.
Western Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Vanguard Information Technology ETF position peaked at $15.3M in Q1 2022.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.