What stocks does VGT hold?

Vanguard Information Technology ETF (VGT) holds 10 positions as of 2026-08-28. Top holdings: NVDA (17.16%), AAPL (16.25%), MSFT (10.96%), AVGO (4.21%), MU (3.82%), AMD (3.18%), CSCO (1.91%), AMAT (1.69%), INTC (1.65%), LRCX (1.54%).

What AI thesis does VGT carry?

VGT is mapped on QuantAbundancia to 1 bubble: AI-Capex Hyperscalers.

Which ETFs are similar to VGT?

Based on overlapping holdings (Jaccard similarity), the closest ETFs to VGT are XLK, SMH, IWF, ITOT, VUG.

$VGTNYSE

Vanguard Information Technology ETF

Vanguard

Vanguard Information Technology ETF tracks the broad U.S. information-technology sector at low cost, from semiconductors to software and hardware.

Issuer holdings ↗

AUM -

Expense -

Latest NAV$118.00

Holdings10 (62%)

Net 90d+$16.9B

Price

+35.70% over 1Y

Carries the thesis for

AI-Capex Hyperscalers
Broader tech, similar hyperscaler tilt.
→

Flow series · 90 days

Window 2026-06-01 → 2026-08-29Days w/ flow 90 / 90Total +$16.9B

Top holdings · as of 2026-08-28

ranked by weight

NVDANVIDIA CorporationAI Compute Accelerators
17.16%
weight
$217.55last
AAPLApple Inc.
16.25%
weight
$319.70last
MSFTMicrosoft CorporationAI-Capex Hyperscalers
10.96%
weight
$513.53last
AVGOBroadcom Inc.AI Compute Accelerators
4.21%
weight
$368.79last
MUMicron Technology, Inc.DRAM / HBM Memory
3.82%
weight
$932.86last
AMDAdvanced Micro Devices, Inc.AI Compute Accelerators
3.18%
weight
$465.58last
CSCOCisco Systems, Inc.
1.91%
weight
$109.93last
AMATApplied Materials, Inc.Semi Equipment / Litho
1.69%
weight
$461.67last
INTCIntel CorporationAI Compute Accelerators
1.65%
weight
$89.47last
LRCXLam Research CorporationSemi Equipment / Litho
1.54%
weight
$301.90last

Co-mover ETFs

Jaccard on overlapping holdings

Frequently asked questions

What stocks does VGT hold?: Vanguard Information Technology ETF (VGT) holds 10 positions as of 2026-08-28. Top holdings: NVDA (17.16%), AAPL (16.25%), MSFT (10.96%), AVGO (4.21%), MU (3.82%), AMD (3.18%), CSCO (1.91%), AMAT (1.69%), INTC (1.65%), LRCX (1.54%).
What AI thesis does VGT carry?: VGT is mapped on QuantAbundancia to 1 bubble: AI-Capex Hyperscalers.
Which ETFs are similar to VGT?: Based on overlapping holdings (Jaccard similarity), the closest ETFs to VGT are XLK, SMH, IWF, ITOT, VUG.

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