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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Todd Shriber, The Motley FoolSun, November 9, 2025 at 4:03 PM GMT+1 4 min readThe Vanguard Information Technology ETF has been on a torrid run, and more gains could be in store as AI investing evolves.The ETF features solid exposure to the next big thing in AI.It's cheap to own, which adds to its appeal for long-term investors.10 stocks we like better than Vanguard Information Technology ETF ›The evolution of artificial intelligence (AI) systems is occurring at breakneck speed, and the same is true for the underlying investment cases around the technology, meaning investors need to stay up-to-date on the tech sector's goings on. Among the scenarios that you'll want to monitor is how companies are progressing in their efforts to develop artificial general intelligence (AGI).As things stand today, AGI is conceptual. Unlike generative AI or agentic AI, no one has a working model of such a system.But the premise is easy to understand. It will, in theory, be an AI technology that can solve complex problems, and build on its learning processes while adding new information without a human having to control the inputs.To put it another way, if AGI is developed and evolves in the fashion in which some believe it will, such systems could mirror human intelligence and reasoning. If that happens, there are likely to be profound investment implications for an array of assets, including exchange-traded funds (ETFs) such as the Vanguard Information Technology ETF (NYSEMKT: VGT).This technology sector ETF is relevant in the AGI investing conversation for reasons that will be familiar to investors who have followed the AI space. One is the notion that, like other forms of AI technology, the growing use of AGI would stoke increased demand for data center capacity and the high-end semiconductors that support it. That's potentially good news for owners of this Vanguard ETF because the fund currently devotes 17.16% of its weight to Nvidia (NASDAQ: NVDA).Image source: Getty ImagesAdding to the allure of the Vanguard Information Technology ETF are estimates that the spending required to bring AGI into general use will be measured in the trillions of dollars, and those outlays will be spread across concepts such as data centers, graphics processing units (GPUs) and other specialized AI-capable chips, and power systems. Using GPUs as just one example, several of the leaders in that space are components of this Vanguard fund's portfolio.In addition, software -- an industry representing nearly 35% of this ETF's weight -- is front and center in the AGI conversation. Consider this: In a Nov. 6 blog post, Mustafa Suleyman, CEO of Microsoft AI, discussed AGI and the intersection of human input and AI at length. Microsoft (NASDAQ: MSFT) just happens to be the Vanguard Information Technology ETF's third-largest holding, commanding more than 13% of the portfolio.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,832.43 +103.63 (+1.54%)Dow 3047,368.63 +381.53 (+0.81%)Nasdaq23,527.17 +522.64 (+2.27%)Russell 20002,455.65 +22.82 (+0.94%)VIX17.60 -1.48 (-7.76%)Gold4,127.30 +5.30 (+0.13%)PortfolioSign in to access your portfolioSign inTop gainersCOGT Cogent Biosciences, Inc. 32.46 +17.64 (+119.03%)NVTS Navitas Semiconductor Corporation 9.60 +1.76 (+22.45%)OPEN Opendoor Technologies Inc. 7.97 +1.41 (+21.49%)MLYS Mineralys Therapeutics, Inc. 44.50 +6.48 (+17.04%)TSEM Tower Semiconductor Ltd. 98.10 +14.03 (+16.69%)Top losersSGRY Surgery Partners, Inc. 16.04 -5.47 (-25.42%)BTDR Bitdeer Technologies Group 17.65 -4.34 (-19.74%)OSCR Oscar Health, Inc. 14.61 -3.11 (-17.55%)MTSR Metsera, Inc. 70.87 -12.31 (-14.80%)MNDY monday.com Ltd. 166.21 -23.38 (-12.33%)Most activeOPEN Opendoor Technologies Inc. 7.97 +1.41 (+21.49%)PLUG Plug Power Inc. 2.5600 -0.0900 (-3.40%)NVDA NVIDIA Corporation 199.05 +10.90 (+5.79%)PFE Pfizer Inc. 24.39 -0.04 (-0.16%)ONDS Ondas Holdings Inc. 5.88 +0.07 (+1.20%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersCRWV CoreWeave, Inc. 105.61 +1.60 (+1.54%)BBAI BigBear.ai Holdings, Inc. 5.71 +0.03 (+0.53%)RKLB Rocket Lab Corporation 51.90 +0.26 (+0.50%)AI C3.ai, Inc. 16.08 +0.56 (+3.61%)BYND Beyond Meat, Inc. 1.3400 -0.0500 (-3.60%)Top economic events