Adamsbrown Wealth Consultants’s Vanguard Information Technology ETF VGT Stock Holding History

Adamsbrown Wealth Consultants’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	$417K	Sell	3,490 -86	-2%	-$9.42K	0.08%	98
2026 Q1	$312K	Sell	3,576 -168	-4%	-$15.5K	0.08%	100
2025 Q4	$353K	Hold	3,744	–	–	0.1%	88
2025 Q3	$349K	Hold	3,744	–	–	0.1%	81
2025 Q2	$310K	Sell	3,744 -120	-3%	-$8.72K	0.09%	77
2025 Q1	$262K	Sell	3,864 -240	-6%	-$18.1K	0.08%	81
2024 Q4	$319K	Sell	4,104 -336	-8%	-$25.8K	0.11%	70
2024 Q3	$325K	Sell	4,440 -1,000	-18%	-$71.1K	0.11%	64
2024 Q2	$392K	Hold	5,440	–	–	0.15%	50
2024 Q1	$357K	Sell	5,440 -392	-7%	-$24.8K	0.14%	52
2023 Q4	$353K	Buy	5,832 +8	+0.1%	+$446	0.15%	49
2023 Q3	$302K	Hold	5,824	–	–	0.15%	55
2023 Q2	$322K	Hold	5,824	–	–	0.17%	51
2023 Q1	$281K	Hold	5,824	–	–	0.16%	58
2022 Q4	$232K	Sell	5,824 -2,496	-30%	-$102K	0.14%	68
2022 Q3	$320K	Sell	8,320 -960	-10%	-$42.2K	0.24%	53
2022 Q2	$379K	Hold	9,280	–	–	0.3%	49
2022 Q1	$483K	Buy	9,280 +264	+3%	+$13.5K	0.38%	46
2021 Q4	$516K	Buy	+9,016	New	+$495K	0.47%	38

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Adamsbrown Wealth Consultants's VGT Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Vanguard Information Technology ETF (VGT) stake by 2.4% in Q2 2026, selling an estimated $9.42K and leaving 3,490 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #98.

Adamsbrown Wealth Consultants first reported a position in VGT in Q4 2021 and has held it in 19 quarters since. The position peaked at $516K in Q4 2021. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Adamsbrown Wealth Consultants held 3,490 shares of Vanguard Information Technology ETF worth $417K as of Q2 2026.
Adamsbrown Wealth Consultants sold 86 Vanguard Information Technology ETF shares in Q2 2026, an estimated $9.42K.
Vanguard Information Technology ETF made up 0.08% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #98 holding.
Adamsbrown Wealth Consultants first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 19 quarters since.
Adamsbrown Wealth Consultants's Vanguard Information Technology ETF position peaked at $516K in Q4 2021.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.