Advisory Resource Group’s Vanguard Information Technology ETF VGT Stock Holding History

Advisory Resource Group’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	$976K	Buy	8,168 +160	+2%	+$17.5K	0.15%	123
2026 Q1	$698K	Sell	8,008 -776	-9%	-$71.5K	0.12%	122
2025 Q4	$828K	Buy	8,784 +8	+0.1%	+$760	0.15%	114
2025 Q3	$819K	Sell	8,776 -24	-0.3%	-$2.1K	0.15%	119
2025 Q2	$730K	Buy	8,800 +24	+0.3%	+$1.75K	0.14%	119
2025 Q1	$595K	Buy	8,776 +344	+4%	+$25.9K	0.12%	125
2024 Q4	$655K	Buy	8,432 +8	+0.1%	+$614	0.14%	116
2024 Q3	$618K	Buy	8,424 +872	+12%	+$62K	0.13%	115
2024 Q2	$544K	Sell	7,552 -600	-7%	-$39.9K	0.12%	112
2024 Q1	$534K	Buy	8,152 +288	+4%	+$18.3K	0.12%	112
2023 Q4	$476K	Buy	7,864 +344	+5%	+$19.2K	0.12%	118
2023 Q3	$390K	Buy	7,520 +480	+7%	+$26.1K	0.11%	118
2023 Q2	$389K	Buy	7,040 +2,872	+69%	+$144K	0.11%	119
2023 Q1	$201K	Buy	+4,168	New	+$184K	0.06%	145
2021 Q1	–	Sell	-6,264	Closed	-$277K	–	127
2020 Q4	$277K	Buy	6,264 +248	+4%	+$10.2K	0.14%	76
2020 Q3	$234K	Buy	+6,016	New	+$226K	0.14%	80

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

Advisory Resource Group's VGT Position: Q2 2026 in Review

Advisory Resource Group increased its Vanguard Information Technology ETF (VGT) stake by 2% in Q2 2026, buying an estimated $17.5K and bringing the position to 8,168 shares worth $976K. The position accounts for 0.15% of the portfolio, ranked #123.

Advisory Resource Group first reported a position in VGT in Q3 2020 and has held it in 16 quarters since. 2,190 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Advisory Resource Group held 8,168 shares of Vanguard Information Technology ETF worth $976K as of Q2 2026.
Advisory Resource Group bought 160 Vanguard Information Technology ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Information Technology ETF made up 0.15% of Advisory Resource Group's portfolio in Q2 2026, its #123 holding.
Advisory Resource Group first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 16 quarters since.
2,190 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.