OWN VGT ? HERE HOW MUCH OF IT IS REALLY NVIDIA , APPLE , MICROSOFT , AND BROADCOM .

What happened: A review of the Vanguard Information Technology ETF (VGT) found that four stocks, Nvidia, Apple, Microsoft, and Broadcom, made up about 49% of the fund's assets as of Sept. 30. Key numbers: NVDA 17.6%, AAPL 15.9%, MSFT 11.2%, AVGO 4.1% of VGT; combined 48.8% versus 24.1% in VOO and 24.5% in QQQM. VGT holds 318 stocks and has a 0.09% expense ratio. Why it matters: The article says VGT's concentration in these four names is far higher than in S&P 500 or Nasdaq-100 funds, so investors worried about top-heaviness could get broader diversification through those index ETFs instead.

A review of the Vanguard Information Technology ETF (VGT) found that four stocks, Nvidia, Apple, Microsoft, and Broadcom, made up about 49% of the fund's assets as of Sept. 30.

The article says VGT's concentration in these four names is far higher than in S&P 500 or Nasdaq-100 funds, so investors worried about top-heaviness could get broader diversification through those index ETFs instead.