Advisory Advocates’s Vanguard Information Technology ETF VGT Stock Holding History

Advisory Advocates’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	$1.99M	Buy	16,614 +126	+0.8%	+$13.8K	1.7%	8
2026 Q1	$1.44M	Sell	16,488 -144	-0.9%	-$13.3K	1.47%	13
2025 Q4	$1.57M	Buy	+16,632	New	+$1.58M	1.56%	10

Other funds holding VGT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Advocates's VGT Position: Q2 2026 in Review

Advisory Advocates increased its Vanguard Information Technology ETF (VGT) stake by 0.76% in Q2 2026, buying an estimated $13.8K and bringing the position to 16,614 shares worth $1.99M. The position accounts for 1.7% of the portfolio, ranked #8.

Advisory Advocates first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 2,114 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Advisory Advocates held 16,614 shares of Vanguard Information Technology ETF worth $1.99M as of Q2 2026.
Advisory Advocates bought 126 Vanguard Information Technology ETF shares in Q2 2026, an estimated $13.8K.
Vanguard Information Technology ETF made up 1.7% of Advisory Advocates's portfolio in Q2 2026, its #8 holding.
Advisory Advocates first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
2,114 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.