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WMG Financial Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

WMG Financial Advisors’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 		$5.2M Buy
59,656
+20,760
+53% +$1.91M 2.17% 9
2025
Q4 		$3.67M Buy
38,896
+504
+1% +$47.9K 1.51% 12
2025
Q3 		$3.58M Buy
38,392
+11,032
+40% +$964K 1.2% 14
2025
Q2 		$2.27M Buy
27,360
+296
+1% +$21.5K 0.84% 18
2025
Q1 		$1.83M Buy
27,064
+1,384
+5% +$104K 0.78% 20
2024
Q4 		$2M Buy
25,680
+6,048
+31% +$465K 0.86% 20
2024
Q3 		$1.44M Sell
19,632
-648
-3% -$46K 0.65% 28
2024
Q2 		$1.46M Buy
20,280
+176
+0.9% +$11.7K 0.77% 24
2024
Q1 		$1.32M Buy
20,104
+3,160
+19% +$200K 0.75% 26
2023
Q4 		$1.03M Buy
16,944
+688
+4% +$38.3K 0.67% 34
2023
Q3 		$843K Buy
16,256
+1,312
+9% +$71.3K 0.72% 36
2023
Q2 		$826K Buy
14,944
+4,144
+38% +$208K 0.61% 43
2023
Q1 		$834K Sell
10,800
-19,928
-65% -$881K 0.69% 41
2022
Q4 		$1.23M Buy
30,728
+2,608
+9% +$106K 1.04% 24
2022
Q3 		$1.09M Buy
28,120
+12,408
+79% +$546K 0.98% 28
2022
Q2 		$643K Buy
15,712
+9,640
+159% +$434K 0.56% 49
2022
Q1 		$315K Buy
6,072
+2,464
+68% +$126K 0.23% 111
2021
Q4 		$206K Buy
+3,608
New +$198K 0.16% 167

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WMG Financial Advisors's VGT Position: Q1 2026 in Review

WMG Financial Advisors increased its Vanguard Information Technology ETF (VGT) stake by 53% in Q1 2026, buying an estimated $1.91M and bringing the position to 59,656 shares worth $5.2M. The position accounts for 2.17% of the portfolio, ranked #9.

WMG Financial Advisors first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • WMG Financial Advisors held 59,656 shares of Vanguard Information Technology ETF worth $5.2M as of Q1 2026.
  • WMG Financial Advisors bought 20,760 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.91M.
  • Vanguard Information Technology ETF made up 2.17% of WMG Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • WMG Financial Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.