Annis Gardner Whiting Capital Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-712	Closed	-$62.3K	–	1211
2026 Q1	$62.3K	Buy	712 +584	+456%	+$53.8K	0.01%	540
2025 Q4	$12.1K	Sell	128 -32	-20%	-$3.04K	﹤0.01%	740
2025 Q3	$14.9K	Hold	160	–	–	﹤0.01%	653
2025 Q2	$13.3K	Buy	+160	New	+$11.6K	﹤0.01%	645

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

Annis Gardner Whiting Capital Advisors's VGT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Information Technology ETF (VGT) in Q2 2026, closing a stake of 712 shares — an estimated $62.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VGT in Q2 2025 and held it in 4 quarters. The position peaked at $62.3K in Q1 2026. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Information Technology ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 712 Vanguard Information Technology ETF shares in Q2 2026, an estimated $62.3K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Information Technology ETF in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Information Technology ETF position peaked at $62.3K in Q1 2026.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.