AFG
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Atomi Financial Group’s Vanguard Information Technology ETF VGT Stock Holding History

Atomi Financial 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 		$5.07M Buy
42,429
+2,181
+5% +$239K 0.13% 133
2026
Q1 		$3.51M Buy
40,248
+272
+0.7% +$25K 0.11% 149
2025
Q4 		$3.77M Sell
39,976
-7,936
-17% -$754K 0.11% 144
2025
Q3 		$4.47M Buy
47,912
+8,672
+22% +$758K 0.14% 116
2025
Q2 		$3.25M Sell
39,240
-2,768
-7% -$201K 0.12% 128
2025
Q1 		$2.85M Sell
42,008
-2,264
-5% -$171K 0.13% 124
2024
Q4 		$3.44M Buy
44,272
+9,152
+26% +$703K 0.17% 98
2024
Q3 		$2.57M Buy
35,120
+224
+0.6% +$15.9K 0.16% 106
2024
Q2 		$2.52M Buy
34,896
+10,648
+44% +$708K 0.19% 96
2024
Q1 		$1.59M Sell
24,248
-2,712
-10% -$172K 0.15% 134
2023
Q4 		$1.63M Buy
26,960
+3,368
+14% +$188K 0.23% 95
2023
Q3 		$1.22M Sell
23,592
-872
-4% -$47.4K 0.41% 68
2023
Q2 		$1.35M Buy
24,464
+168
+0.7% +$8.44K 0.62% 34
2023
Q1 		$1.17M Buy
+24,296
New +$1.07M 0.65% 35

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Atomi Financial Group's VGT Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Information Technology ETF (VGT) stake by 5.4% in Q2 2026, buying an estimated $239K and bringing the position to 42,429 shares worth $5.07M. The position accounts for 0.13% of the portfolio, ranked #133.

Atomi Financial Group first reported a position in VGT in Q1 2023 and has held it in 14 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Atomi Financial Group held 42,429 shares of Vanguard Information Technology ETF worth $5.07M as of Q2 2026.
  • Atomi Financial Group bought 2,181 Vanguard Information Technology ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Information Technology ETF made up 0.13% of Atomi Financial Group's portfolio in Q2 2026, its #133 holding.
  • Atomi Financial Group first reported a position in Vanguard Information Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.