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Advisor OS’s Vanguard Information Technology ETF VGT Stock Holding History

Advisor OS’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 		$518K Sell
4,331
-9,957
-70% -$1.09M 0.03% 307
2026
Q1 		$1.25M Buy
+14,288
New +$1.32M 0.09% 150

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advisor OS's VGT Position: Q2 2026 in Review

Advisor OS reduced its Vanguard Information Technology ETF (VGT) stake by 70% in Q2 2026, selling an estimated $1.09M and leaving 4,331 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #307.

Advisor OS first reported a position in VGT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.25M in Q1 2026. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Advisor OS held 4,331 shares of Vanguard Information Technology ETF worth $518K as of Q2 2026.
  • Advisor OS sold 9,957 Vanguard Information Technology ETF shares in Q2 2026, an estimated $1.09M.
  • Vanguard Information Technology ETF made up 0.03% of Advisor OS's portfolio in Q2 2026, its #307 holding.
  • Advisor OS first reported a position in Vanguard Information Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • Advisor OS's Vanguard Information Technology ETF position peaked at $1.25M in Q1 2026.
  • 2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.