Alpha Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Alpha Financial Partners’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	$1.06M	Buy	8,867 +1,787	+25%	+$196K	0.56%	30
2026 Q1	$618K	Buy	7,080 +336	+5%	+$30.9K	0.37%	42
2025 Q4	$635K	Sell	6,744 -9,856	-59%	-$936K	0.39%	40
2025 Q3	$1.55M	Buy	16,600 +680	+4%	+$59.4K	1.01%	18
2025 Q2	$1.32M	Buy	15,920 +4,176	+36%	+$304K	0.95%	16
2025 Q1	$796K	Sell	11,744 -3,816	-25%	-$287K	0.64%	25
2024 Q4	$1.21M	Buy	+15,560	New	+$1.2M	0.96%	16
2024 Q3	–	Sell	-30,232	Closed	-$2.18M	–	155
2024 Q2	$2.18M	Buy	+30,232	New	+$2.01M	1.89%	12

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

Alpha Financial Partners's VGT Position: Q2 2026 in Review

Alpha Financial Partners increased its Vanguard Information Technology ETF (VGT) stake by 25% in Q2 2026, buying an estimated $196K and bringing the position to 8,867 shares worth $1.06M. The position accounts for 0.56% of the portfolio, ranked #30.

Alpha Financial Partners first reported a position in VGT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q2 2024. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Alpha Financial Partners held 8,867 shares of Vanguard Information Technology ETF worth $1.06M as of Q2 2026.
Alpha Financial Partners bought 1,787 Vanguard Information Technology ETF shares in Q2 2026, an estimated $196K.
Vanguard Information Technology ETF made up 0.56% of Alpha Financial Partners's portfolio in Q2 2026, its #30 holding.
Alpha Financial Partners first reported a position in Vanguard Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
Alpha Financial Partners's Vanguard Information Technology ETF position peaked at $2.18M in Q2 2024.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.