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

Aspen 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	$1.09M	Buy	9,085 +1,813	+25%	+$199K	0.29%	92
2026 Q1	$634K	Buy	7,272 +8	+0.1%	+$737	0.19%	113
2025 Q4	$684K	Hold	7,264	–	–	0.21%	105
2025 Q3	$678K	Hold	7,264	–	–	0.26%	92
2025 Q2	$602K	Hold	7,264	–	–	0.25%	93
2025 Q1	$492K	Buy	+7,264	New	+$547K	0.23%	100

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

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

Aspen Investment Management increased its Vanguard Information Technology ETF (VGT) stake by 25% in Q2 2026, buying an estimated $199K and bringing the position to 9,085 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #92.

Aspen Investment Management first reported a position in VGT in Q1 2025 and has held it in 6 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Aspen Investment Management held 9,085 shares of Vanguard Information Technology ETF worth $1.09M as of Q2 2026.
Aspen Investment Management bought 1,813 Vanguard Information Technology ETF shares in Q2 2026, an estimated $199K.
Vanguard Information Technology ETF made up 0.29% of Aspen Investment Management's portfolio in Q2 2026, its #92 holding.
Aspen Investment Management first reported a position in Vanguard Information Technology ETF in Q1 2025 and has held it in 6 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.