B.O.S.S. Retirement Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

B.O.S.S. Retirement 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	$332K	Buy	+2,778	New	+$304K	0.09%	119
2025 Q1	–	Sell	-2,968	Closed	-$231K	–	196
2024 Q4	$231K	Buy	2,968 +48	+2%	+$3.69K	0.06%	161
2024 Q3	$214K	Buy	+2,920	New	+$208K	0.04%	202
2024 Q1	–	Sell	-3,992	Closed	-$242K	–	231
2023 Q4	$242K	Buy	+3,992	New	+$222K	0.05%	223

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

B.O.S.S. Retirement Advisors's VGT Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in Vanguard Information Technology ETF (VGT) in Q2 2026: 2,778 shares worth $332K. The stake represents 0.09% of the portfolio and ranks #119 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in VGT as recently as Q4 2024.

B.O.S.S. Retirement Advisors first reported a position in VGT in Q4 2023 and has held it in 4 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

B.O.S.S. Retirement Advisors held 2,778 shares of Vanguard Information Technology ETF worth $332K as of Q2 2026.
Vanguard Information Technology ETF was a new B.O.S.S. Retirement Advisors position in Q2 2026.
Vanguard Information Technology ETF made up 0.09% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #119 holding.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 4 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.