What stocks does VGT hold?

Vanguard Information Technology ETF (VGT) holds 10 positions as of 2026-07-16. Top holdings: NVDA (16.10%), AAPL (14.33%), MSFT (8.28%), MU (5.04%), AVGO (3.84%), AMD (3.65%), INTC (2.41%), AMAT (2.26%), LRCX (2.14%), CSCO (1.82%).

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, ITOT, IVV, IWF.

$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$116.47

Holdings10 (60%)

Net 90d+$33.0B

Price

+34.59% over 1Y

Carries the thesis for

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

Flow series · 90 days

Window 2026-05-03 → 2026-07-16Days w/ flow 74 / 75Total +$33.0B

Top holdings · as of 2026-07-16

ranked by weight

NVDANVIDIA CorporationAI Compute Accelerators
16.10%
weight
$207.40last
AAPLApple Inc.
14.33%
weight
$333.26last
MSFTMicrosoft CorporationAI-Capex Hyperscalers
8.28%
weight
$401.10last
MUMicron Technology, Inc.DRAM / HBM Memory
5.04%
weight
$853.20last
AVGOBroadcom Inc.AI Compute Accelerators
3.84%
weight
$374.45last
AMDAdvanced Micro Devices, Inc.AI Compute Accelerators
3.65%
weight
$500.94last
INTCIntel CorporationAI Compute Accelerators
2.41%
weight
$96.98last
AMATApplied Materials, Inc.Semi Equipment / Litho
2.26%
weight
$560.93last
LRCXLam Research CorporationSemi Equipment / Litho
2.14%
weight
$320.96last
CSCOCisco Systems, Inc.
1.82%
weight
$109.66last

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 2026-07-16. Top holdings: NVDA (16.10%), AAPL (14.33%), MSFT (8.28%), MU (5.04%), AVGO (3.84%), AMD (3.65%), INTC (2.41%), AMAT (2.26%), LRCX (2.14%), CSCO (1.82%).
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, ITOT, IVV, IWF.

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