Advyzon Investment Management’s Vanguard Information Technology ETF VGT Stock Holding History

Advyzon Investment Management’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	$821K	Sell	6,866 -1,726	-20%	-$189K	0.06%	310
2026 Q1	$750K	Sell	8,592 -6,224	-42%	-$573K	0.07%	284
2025 Q4	$1.4M	Sell	14,816 -168	-1%	-$16K	0.16%	134
2025 Q3	$1.4M	Buy	14,984 +5,912	+65%	+$517K	0.24%	96
2025 Q2	$752K	Sell	9,072 -752	-8%	-$54.7K	0.17%	124
2025 Q1	$666K	Buy	9,824 +192	+2%	+$14.5K	0.24%	83
2024 Q4	$749K	Buy	+9,632	New	+$740K	0.29%	69

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

Advyzon Investment Management's VGT Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard Information Technology ETF (VGT) stake by 20% in Q2 2026, selling an estimated $189K and leaving 6,866 shares worth $821K. The position accounts for 0.06% of the portfolio, ranked #310.

Advyzon Investment Management first reported a position in VGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Advyzon Investment Management held 6,866 shares of Vanguard Information Technology ETF worth $821K as of Q2 2026.
Advyzon Investment Management sold 1,726 Vanguard Information Technology ETF shares in Q2 2026, an estimated $189K.
Vanguard Information Technology ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #310 holding.
Advyzon Investment Management first reported a position in Vanguard Information Technology ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Vanguard Information Technology ETF position peaked at $1.4M in Q3 2025.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.