Acorn Financial Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

Acorn Financial Advisory Services’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 Q2	$206K	Buy	+1,720	New	+$188K	0.03%	214
2026 Q1	–	Sell	-2,920	Closed	-$275K	–	235
2025 Q4	$275K	Hold	2,920	–	–	0.04%	168
2025 Q3	$273K	Buy	+2,920	New	+$255K	0.04%	170
2025 Q1	–	Sell	-2,664	Closed	-$207K	–	208
2024 Q4	$207K	Sell	2,664 -1,816	-41%	-$139K	0.03%	197
2024 Q3	$328K	Sell	4,480 -112	-2%	-$7.96K	0.06%	152
2024 Q2	$331K	Buy	4,592 +208	+5%	+$13.8K	0.06%	147
2024 Q1	$287K	Buy	4,384 +8	+0.2%	+$507	0.05%	164
2023 Q4	$265K	Sell	4,376 -11,824	-73%	-$659K	0.05%	209
2023 Q3	$840K	Buy	16,200 +5,176	+47%	+$281K	0.15%	102
2023 Q2	$609K	Buy	11,024 +5,952	+117%	+$299K	0.11%	115
2023 Q1	$244K	Buy	+5,072	New	+$224K	0.05%	201

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Acorn Financial Advisory Services's VGT Position: Q2 2026 in Review

Acorn Financial Advisory Services opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 1,720 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #214 among its holdings. This is a return to the name: Acorn Financial Advisory Services previously reported a position in VGT as recently as Q4 2025.

Acorn Financial Advisory Services first reported a position in VGT in Q1 2023 and has held it in 11 quarters since. The position peaked at $840K in Q3 2023. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Acorn Financial Advisory Services held 1,720 shares of Vanguard Information Technology ETF worth $206K as of Q2 2026.
Vanguard Information Technology ETF was a new Acorn Financial Advisory Services position in Q2 2026.
Vanguard Information Technology ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #214 holding.
Acorn Financial Advisory Services first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 11 quarters since.
Acorn Financial Advisory Services's Vanguard Information Technology ETF position peaked at $840K in Q3 2023.
1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.